Summary

Being able to roll data forward is a critical part of accounting consistency and integrity. When you roll forward, all of your files get pushed back by one analysis period (for example, the current period data would appear in prior period 1, and prior period 1 data would appear in prior period 2, etc.) and the new current period will be ready for you to import data.

Rolling an analysis forward not only allows you to re-use account groupings, ratios, populations, and other settings, rolling all of your already-imported data into a new engagement can be a huge time saver since you will only need to import data for the current period.

Learn how to roll your data forward from an existing analysis into a new or existing engagement.

Configuration

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

Roll forward an existing analysis

1. In an engagement, use the MindBridge sidebar ( ) to go to the Data page ( ).
2. Open the Actions menu near the top of the Data page.
3. Select Roll forward.
4. A pop-up window appears.
5. Use the tabs to select whether you would like to roll the data forward to a:
   • New engagement: Creates a new engagement within the same organization.
   • Existing engagement: Allows you to roll the data forward into any engagement using the same library.
6. Follow the steps in the appropriate workflow below to proceed.

Roll into a new engagement

This option allows you to create a new engagement for the new analysis.

1. In the New engagement tab, check the boxes next to the analyses you want to roll forward.
2. To roll forward an analysis with a full or interim time frame, use the toggle to determine which time frame the new analysis should use (for example, an interim
3. When you are satisfied, select Roll forward.
   You will go to the Create engagement page.
4. Follow the general steps to create a new engagement.
   Note: The Roll forward section will be read-only.
5. If desired, check the box next to Import settings to reveal the settings you can import (per analysis type) into the new engagement, then check the boxes next to the settings you want to import from the analysis being rolled forward.
6. When you are satisfied, select Next.
   You will go to the new engagement's Data page, and a new analysis will be created for each analysis you rolled forward. The data you rolled forward will appear in a prior period, and the current period will be ready for new data.

Select Cancel any time to go back to the Data page without rolling an analysis forward.

Roll into an existing engagement

This option allows you to choose an existing engagement to create a new analysis within.

1. Select the Existing engagement tab.
2. Open the Organization menu and select the desired organization.
   The following menu is enabled once a selection is made.
3. Open the Engagement menu and select the engagement you want to create a new analysis within.
4. Check the boxes next to the analyses you want to roll forward.
5. To roll forward an analysis with a full or interim time frame, use the toggle to determine which time frame the new analysis should use.
6. When you are satisfied, select Roll forward.
   You will go to the selected engagement's Data page, and a new analysis will be created for each analysis you rolled forward. The data you rolled forward will appear in a prior period, and the current period will be ready for new data.

Select Cancel any time to go back to the Data page without rolling an analysis forward.

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