Setting Roll Forward Rules

Roll forward rules specify the options to use when a project created from this template is rolled forward. Setting these rules can make it easier for staff members to roll forward projects without having to worry about making mistakes. You can define roll forward rules in templates for recurring projects of any frequency. If a project frequency is set to one-time only, the option to set roll forward rules is not available.

Note: If needed, you can prevent individual projects from being rolled forward, even if the project template has roll forward options set up. To do so, select the Do not roll forward option on the General Information tab in the project profile.

To manage roll forward rules, do the following:

1. Open the Templates list.
   • From Dashboard. Open Dashboard, click Application Links on the navigation panel, and then click Configuration > Project templates under Workstream.
   • In Workstream. Click Templates in the Manage group on the Manage ribbon.
2. Select a project template, and then click. You can also right-click and select Open from the menu.
3. Click Roll Forward Rules on the navigation panel.
4. Enter information to define the roll forward rules for projects that will be created from this template.

Explain the roll forward rules components.

Component	Description
Questions	The number of questions depends on the answers selected on the Type and Template - General Information windows.
Rules	As you select your answers, corresponding rules display for each answer. The default rule definitions vary according to your answers.
Rule parameters	If a rule parameter can be changed, it displays in a blue font. Show me an example. Click the blue text to display the Set Parameter window, where you can select a different value for the parameter.
Bubble Help	Displays additional information about the corresponding question or rule.
Section arrows	Expands and collapses individual sections on the window.
New item	Indicates a field has new information from the project type, which can be a different lock status, parameter value, or answer on the General Information window. Show me an example. Use custom fields is answered No for the project type and Yes for the template. You set up the custom fields roll forward rules for the template. If you change the project type custom fields answer to Yes, and then lock the answer, the template roll forward rules for custom fields will show the New icon with parameter settings inherited from the type. However, if you change the project type answer to Yes but do not lock the answer, the parameter settings for the template will not be affected. You can hover your mouse over the New icon to show the project type name the change came from.

5. Click one of the Save buttons or Cancel.

   Button	Description
   Save	Saves the changes without exiting the window.
   Save & New	Saves the changes and opens a new window.
   Save & Close	Saves the changes and exits the window.
   Cancel	Exits the window without saving your changes.

Notes:

• The Would you like to adjust this amount up or down for the new project question and associated rules are only available if Set at the project was chosen as the budget method in the Project budget hours and amounts section.
• Statutory due date option is only listed in the Other fields grid if there are no forms on the project template.