How to Roll Forward an Engagement

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
• For recordkeeper engagements, procedures and sampling as they exist on the engagement are rolled forward to the next year's engagement as-is

Recordkeeper 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.

Rolling Forward an Engagement

Step 1: Select Engagements from the left navigation pane.

Step 2: Locate the engagement you would like to roll forward. 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 roll forward.

Step 3: Hover over the engagement and click anywhere in the row.

Step 4: Select the 3-dot menu and "Roll Forward Engagement."

Step 5: You have the option to reset the engagement's procedures and sampling to your firm default settings. Select the "Roll Forward" button to proceed.

Step 6: A new Engagement will be created with the below properties

Client Name, Provider Type, Engagement Name: Copied exactly from the Engagement rolled forward in Step 2 above

 Year: One year will be added 

Create Date: Today's date

Status: Setup Required

Step 7: Edit the new Engagement to update the properties, upload the current year input files, and process the engagement.