The Roll Forward process can take place any time during the engagement process, but is usually begun after an engagement has been completed, or is close to completion. The existing engagement is used as a template to create next year's engagement.

You can open the Roll Forward wizard by choosing File > Roll Forward. This process is similar to creating an engagement from an existing engagement. The following benefits are available when you use the Roll Forward option instead of the File > Engagement Create from an Existing Engagement option:

• The Roll Forward process automatically selects the current engagement
• The Roll Forward process looks at each staff assigned to the original engagement and if the staff is valid, they are brought into the new engagement.
• The Roll Forward process uses the status in the Workpaper Properties dialog to determine if the workpaper should be included, excluded or replaced.
• Workpapers that are replaced will be updated with the selected template workpaper.