Rolling forward schedules

Accountants Enterprise only

A schedule contains a vast amount of information about a job. When the job is complete, you can reuse (roll forward) the schedule information.

When rolling forward the schedule, you can use the existing information as-is or modify the values for actual, allocated or budget hours to account for an upcoming period. The process provides a quick method of re-creating schedules for recurring work.

To roll forward a schedule

Find the assignment that contains the schedule that you want to roll-forward. See Finding and opening assignments. The Assignment Details page opens.
Click the Schedule tab.
Select the Schedule you want to roll forward from the drop-down list.
Click Roll Fwd Wizard on the Tasks bar. The Schedule Roll Forward wizard Step 1 of 3 window opens.
Select the basis for the roll forward:
1. If you select the option Based on current schedules:
  1. Select Actual, Allocated or Budgeted as per current schedule.
  2. Click the Apply Uplift Percentage checkbox and enter the percentage amount. This applies a percentage figure to increase the actual, allocated or budgeted hours in the current schedule. If decreasing the hours, place a minus sign before the percentage.
  3. Click Next. The Schedule Roll Forward wizard Step 2 of 3—Add Schedules to Assignments opens.
  4. Select the Schedule you are rolling forward.
  5. Click the Complete ALL checkbox, if required. You have the option to complete all the schedules in the window. By selecting this checkbox, it completes all the underlying stages of a category not already marked as Complete. You will see a confirmation message before the stages are completed.
  6. Click Next. The Schedule Roll Forward wizard Step 3 of 3—Finalise Schedule Details opens.
  7. If necessary, modify the Description, Start and End Dates, Budget, Fee Budget and Frequency fields. The system presents the schedule again so that you can, optionally, revise any information before rolling it forward.
  8. Click Finish.
2. If you select the option Based on assignment schedule templates:
  1. Click Next. The Schedule Roll Forward wizard Step 2 of 3—Add Schedules to Assignments opens.
  2. Select the Schedule you are rolling forward.
  3. Enter information into the Description, Start and End Dates, Budget, Fee Budget and Frequency fields.
  4. Click Next. The Schedule Roll Forward wizard Step 3 of 3— Finalise Schedule Details opens.
  5. Click Finish.
If no assignment template exists for a particular schedule, an icon is displayed beside the entry in the wizard. The schedule is therefore not created and will not be displayed in the schedule listing.