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      How to Roll Forward an Engagement

      Rolling an engagement forward will retain information needed to provide PY numbers in current period workpapers.

      What is Rolled Forward?

      Engagement Settings

      • The engagement name is retained from year to year
      • The engagement start and end date are increased by one year
      • Procedures and sampling as they exist on the engagement are rolled forward to the next year's engagement as-is

      Workpapers

      • In the Plan Analytics workpaper, the CY numbers in the existing engagement become the PY numbers in the newly created engagement once rolled forward.

      Locking an Engagement

      An engagement must be locked before it can be rolled forward. Locking an engagement:

      • Removes the ability to edit the engagement 
      • Removes the ability to view and download the resulting workpapers

      Step 1: Select Manage Engagements from the left navigation pane.

      Step 1

      Step 2: Ensure you have downloaded the results from the engagement and no longer need them for your audit. The status of the engagement needs to be "Results Available" in order to lock.

      Step 2

      Step 3: Select the menu under "Actions."

      Step 3

      Step 4: Select "Lock Engagement."

      Step 4

      Rolling Forward an Engagement

      Step 5: Once locked, select the menu under "Actions."

      Step 5

      Step 6: Select "Roll Forward."

      Step 6

      Your new engagement will be available in Manage Engagements.