The roll forward feature allows you to:
- Simplify the creation of new projects
- Carry forward files from the prior period
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.
Set documents to roll forward
On the Documents tab, you can set multiple documents to roll forward by:
Select documents
Select which documents you wish to roll forward using Cmd/Ctrl + Click or Shift + Click.
Choose roll forward type
Click the roll forward icon and select either Roll Forward or Roll Forward as Placeholder.
Roll forward a project
When you are ready to roll forward a project:
Go to the prior period project
Navigate to the project you want to roll forward from.
Open the dropdown
Click the dropdown at the top of the project.
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.
