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Trial Balance

Set up automatic roll forward in an Onvio Trial Balance project template or project

Use the automatic roll forward feature by following these guidelines when you set up a project template, or when you modify existing settings for a project.
Automatic roll forward is a process that enables you to create a new project that automatically uses the same settings as the project template.

Set up automatic roll forward for a project template

Use the following steps to set up automatic roll forward in a project template.
  1. In Onvio Center, go to
    Setup
    Project Templates
     and select an existing template to edit, or add a new project template.
  2. Enter the information in the
    General
     section of the screen.
  3. In the
    Recurrence Frequency
     section, select the frequency at which to create a new project, then select options for the recurrence.
  4. In the
    Generation Method
     section, select either of the first 2 options to set up automatic creation of a project.
    • Specified days until the next due date
      . Automatic roll forward occurs based on the number months and/or days entered in the fields that are displayed when this option is selected.
    • When the current is complete
      . Automatic roll forward occurs when the status of the current project is changed to Completed.
    note
    If you select
    When I manually create it
    , you can roll forward a project manually at any time via the
    Actions
     menu in the project binder.
  5. Enter or select information in the
    Target Dates
    ,
    Primary assignments
    ,
    Budget information
    , and
    Extensions
     sections.
  6. In the
    Document Storage
     section, select an option from the
    Document Folder\Binder
     dropdown to define the binder set up for the project.
  7. Mark the
    Use Roll Forward Setting for subsequent projects
     checkbox.
  8. Save your settings for the project template.

Set up automatic roll forward for an existing project

Use the following steps to set up automatic roll forward for an existing project.
  1. In the
    Projects
     screen, select an existing project by marking the checkbox next to the item in the list, then select
    Edit
    .
  2. In the
    Generation Method
     section, select either of the first 2 options to set up automatic creation of a project.
    • Specified days until the next due date
      : Automatic roll forward occurs based on the number months and/or days entered in the fields that are displayed when this option is selected.
    • When the current is complete
      : Automatic roll forward occurs when the status of the current project is changed to Completed.
    note
    If you select
    When I manually create it
    , you can roll forward a project manually at any time via the
    Actions
     menu in the project binder.
  3. Mark the
    Use Roll Forward Setting for subsequent projects
     checkbox.
  4. Save your settings for the current project.
note
The application applies the following actions automatically to the new project binder when the
Use Roll Forward Setting for subsequent projects
 checkbox is marked.
  • Retains and copies the folder structure from the rolled forward project to the new project.
  • Retains the roll forward settings for each workpaper from the binder of the original project—defined in the
    Workpaper Properties
     panel—and copies them to the new project.
  • Copies Guided Assurance placeholder workpapers into the rolled forward binder until Guided Assurance rolls forward the engagement. When the roll forward in Guided Assurance is complete, it replaces the placeholder files for the Guided Assurance workpapers in the binder.

This article applies to:

  • PRODUCT: Onvio
  • Subject: Trial balance
  • Audiences: Staff