The article talks about pushing data from analysis to a new engagement.
You must have a completed general ledger analysis.
To perform this task, you will need to navigate an engagements Data page.
Use the Actions dropdown menu and select Roll forward to open the roll forward pop-up. You will see the option of a new engagement, which will be selected by default, or an existing engagement.
A list of all completed general ledger analyses will be shown including their last modified date. Use the checkboxes to select every analysis to roll forward into the new engagement.
Once satisfied, select Roll forward.
Note: Rolling analyses forward may take some time.