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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.

0. 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.

1. 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 1a: Select Engagements from the left navigation pane.

Step 1b: 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 1c: Select the menu under "Actions."

Step 1d: Select "Lock Engagement."

Step 4

2. Rolling Forward an Engagement

Step 2a: Once locked, select the menu under "Actions."

Step 2b: Select "Roll Forward."

Step 6

Step 2c: 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 2d: Edit the new Engagement to update the properties, upload the current year input files, and process the engagement.