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Pushing data from an analysis to a new engagement (Rolling forward)

Article author
Chrissy Bridges
  • Updated

Summary

Learn how to roll data forward from an analysis to a new engagement.


Configuration

You must have run a successful general ledger analysis before data can be rolled forward.


Navigation

To perform this task, you will need to navigate to the engagement's Data page.


Roll forward

  1. Open the Actions menu next to the file locker button.
  2. Select Roll forward.
  3. A pop-up window appears.
  4. Use the tabs to select whether you would like to roll the data forward to a New engagement or an Existing engagement.

New engagement

  1. Use the checkboxes to select the analysis or analyses to roll forward.
  2. Select Roll forward.
    You will go to the Create engagement page.

Existing engagement

  1. Open the Organization menu and select the organization you would like to use.
  2. If more than one engagement exists, open the Engagement menu and select which one you would like to use.
  3. Use the checkboxes to select the analysis or analyses to roll forward.
  4. Select Roll forward.
    You will return to the Data page, and the data you rolled forward will appear beneath a prior period.
Note: Rolling analyses forward may take some time.

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