• Procedure
• Project Year End Options
  • Select Client Project and Project Template options
  • Select Project roll forward options in Year End process
  • Select Roll Forward options for Project Template
  • Select Roll Forward options for Client Project
  • Select Budget Amounts Options for Project
  • Select Project Template to roll forward, Project Template No., Client Project No. Options

Project Year End options

During a year end close you have the option to alter or confirm project roll forward options. Only project templates that have a process method of 'At Year End' are included during year end project roll forward. The process method is specified in roll forward options under project management setup (see here for more information).

The following sections outline all project roll forward options that are available through the year end close wizard.

Note: The options presented in this wizard depend on your selections. You may not see all options listed below.

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Select Client Project and Project Template options

Change status to completed for all Project Templates and Client Project that currently have a status other than completed before roll forward. You will be able to add Completion Date per Project Template in the next pages

Prior to roll forward, if you wish to update the status of all client projects to completed, select this option. For project templates, you are required to specify a completion date later on in this wizard.

Roll forward only completed

Select this option to roll forward only projects with a status of completed. You can select to roll forward project templates and client projects, or client projects only.

Roll forward all Project Templates and Client Project and don't change status to completed

Select this option to roll forward all client projects regardless of their status.

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Select Project roll forward options in Year End process

Use roll forward options per Project Template in Project Management

From the Project Management setup area you can specify roll forward options on a per template basis. If you wish to use the options that you specified in roll forward setup then select this checkbox.

Set Roll Forward options in the Year End process

Use the drop-down list that appears to select roll forward for project templates only, client projects only, or both. Depending on your selection, the options for template, client project and budget amounts become available through the wizard.

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Select Roll Forward options for Project Template

Increase dates

Select the checkboxes for Year, Start Date and Due Date as appropriate. Each of the selected date types increment to the next year during roll forward.

Issues

Select to roll forward 'All' issues or 'Issues with Roll Forward option selected'. You can select the roll forward option for a specific issue from the Issues dialog (for more information, see Description section under Roll Forward here).

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Select Roll Forward options for Client Project

You can select specific client projects to roll forward during year end close. For the project templates listed, choose 'All' or 'Selected' client projects under the Roll Forward column. If you choose to roll forward only selected client projects click the ellipsis button () under the Project column to see all client projects for each template. Select only the client projects you wish to roll forward.

Increase dates

Select the checkboxes for Year, Start Date and Due Date as appropriate. Each of the selected date types increment to the next year during roll forward.

Issues

Select to roll forward 'All' issues or 'Issues with Roll Forward option selected'. You can select the roll forward option for a specific issue from the Issues dialog (for more information, see Description section under Roll Forward here).

Notes

Select the Roll Forward checkbox to roll forward any client project notes.

Budgets

You have the option to delete or retain any budget details in the client project. Select to delete if budget details are not necessary. Select to leave if you want to retain budget details after year end close.

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Select Budget Amounts Options for Project

Budget Amounts roll forward options enable you to increase budget amounts. Here you can override the default settings you applied in the Project Management area.

Add a percentage increase to the budget amounts

When selected, the "Budget amounts without detail" option becomes active. At this point, you can add a percentage increase to the budget for projects on roll forward. As staff and work code rates increase from year to year, your budget amounts will reflect this increase.

Budget amounts without detail

Enter a percentage for budget amounts to be increased after roll forward.

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Select Project Template to roll forward, Project Template No., Client Project No. Options

You can select the project templates you wish to roll forward. A warning label () appears next to project templates that do not satisfy the following requirements:

• The project template number for the new year must be unique. Ensure no new template numbers are using existing project template numbers.
• The completion date must be set. If you selected to change the status of client projects and project templates to completed then you must specify the completion date for these projects or templates.

Note: Not all columns may appear based on your prior selections in this wizard.

Roll Forward

This column enables you to select the checkbox for the project template you wish to include.

Project Template No.

This column displays project template number for the existing year.

New Year Project Template No.

Use this column to specify project template numbers for the new year. You can update this entire column by using a mask. See "Creating a mask for project template numbers" below.

Description

This column displays your existing project template descriptions. You can update the description as necessary.

Completion Date

Use the drop-down calendar to select a completion date for project templates. This column is available only if you selected to update the status of all project templates to completed.

Options

Click the ellipses button () to view all project roll forward options defined under Project Management setup. This column is available only if you selected to use existing project roll forward options.

A new window opens with all project roll forward options opens. Confirm or alter roll forward options on a per template basis.

Creating a mask for project template numbers

A numbering mask enables you to apply a numbering convention for projects across your firm. The mask supports up to three identifiers with the option of specifying separators (delimiters) between each identifier.

To ensure all project template numbers are unique you must, at minimum, specify the following identifiers:

• Project Template No. AND Generated number

If you do not specify the two identifiers above you can still define a mask for the majority of your project template numbers. You must manually define any other project template number that does not accept the mask.

Update (button)

After specifying a mask click the update button to automatically assign a 'New Year Project Template No.' to each project template. The following two options are available:

• Update all new Project Template No - select this option to update all new project template numbers. This includes overwriting any existing updates you already have made.
• Update blank new Project Template No - select this option to update only rows that do not have a new project template number. Any updates you have made are not overwritten.

Supported Identifiers:

Option	Description
None	This option specifies a blank field. If you are using less than three fields in the mask specify 'none' in the middle or end positions.
Project Template No.	This option specifies the project template number you define in the project management area for your firm.
Project Type	This option specifies the project type you define in the project management area for your firm.
Year	This option specifies a year. If no year exists for the project template then this identifier is not used.
Identifier	This option enables you to specify a custom identifier. Enter the identifier of your choice in the text box that appears below the identifier position.
Generated No.	This option generates the next available number that uniquely identifies a client project.

Supported Separators (delimiters):

Note: For illustrative purposes characters are surrounded by quotation marks. Quotation marks are not included as part of the separator.

Separator	Character
None	""
Space	" "
Underscore	"_"
Hyphen	"-"
Period	"."
Slash	"/"
Backslash	"\"
Vertical bar	"|"
Colon	":"
Semi colon	";"
Comma	","

Related Topics

• Year End Close Wizard
• Selecting the New Year File
• Selecting the Year End Options
• Increasing the Staff Rates