Roll Forward > Workpaper Settings

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Use the grid in the Workpaper Settings page of the Roll Forward wizard to select the Roll Forward treatment for each workpaper in the engagement. For any workpaper listed in the grid you may choose to include, exclude, replace from selected engagement, or replace from PPC Template.

Choose File > Roll Forward.

Changes made on the Workpaper Settings page of the Roll Forward wizard do not change the roll forward settings for the workpapers in the original engagement. Only the new engagement retains the new settings.

  • The Roll Forward Treatment can be selected for each workpaper when setting up or inserting a new workpaper for the first time on the Properties page of the Create Workpaper wizard or on the Workpaper Properties dialog.
  • Workpapers are carried forward into the new engagement when Include is selected as the roll forward setting. Workpapers are not carried forward into the new engagement when Exclude is selected as the roll forward setting.
  • Workpapers can be replaced with another document in a selected engagement client when Replace from selected engagement is selected as the roll forward setting.
  • Workpapers can be replaced with a PPC Practice Aid from an available PPC title when Replace from PPC Template is selected as the roll forward setting.
  • Replace from SMART Practice Aids. A PPC workpaper can be replaced with a document from SMART Practice Aids. This option is available if you are appropriately licensed for SMART Practice Aids and have the product installed.)

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Related topics

Procedures in Engagement CS

Roll Forward [File menu]

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