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The roll forward feature allows you to:
  • Simplify the creation of new projects
  • Carry forward files from the prior period

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Normal vs. placeholder roll forward

Documents can either be rolled forward normally or as placeholders:
  • Normal — The document is copied to the new project as-is
  • Placeholder — A placeholder with the same name is created in the new project, allowing you to upload the appropriate document for the new period
Placeholders are useful to give you a hint which documents to include in the next period’s project.

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Set documents to roll forward

On the Documents tab, you can set multiple documents to roll forward by:
1

Select documents

Select which documents you wish to roll forward using Cmd/Ctrl + Click or Shift + Click.
2

Choose roll forward type

Click the roll forward icon and select either Roll Forward or Roll Forward as Placeholder.
Documents set to roll forward will display a purple roll forward icon. To set a single document as roll forward, right-click on it and click Edit document settings.

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Roll forward a project

When you are ready to roll forward a project:
1

Go to the prior period project

Navigate to the project you want to roll forward from.
2

Open the dropdown

Click the dropdown at the top of the project.
3

Roll forward

Click the Roll Forward button and update any details as needed before creating the project.
Make sure your roll forwards and placeholders are properly marked before rolling into a new project.