Roll Forward

Roll forward engagements to a new period or client to reuse established workflows and tasks efficiently.

Roll forward audit engagements to reuse established workflows and tasks rather than starting from scratch.

Rolling forward copies engagement structure, categories, requests, and workflows to a new period while leaving historical data in the source engagement.

Access roll forward

Configure Rollforward

Rollforward Configuration

Review source engagement

Confirm the selected Client and Engagement under the Source section.

Roll forward the engagement before completing the archive process or deleting the current audit. Archived engagements can still be rolled forward.

Select destination client

Under the Destination section, select the target Client from the dropdown menu.

Same client

Roll forward to the same client for recurring annual audits or periodic reviews.

Different client

Roll forward to a similar client to use as a jumping-off point for similar workflows.

Rolling forward to a different client is useful for standardizing procedures across similar engagements.

Define engagement identity

Enter the new engagement Name (e.g., Financial Statement Audit 2026)
Enter the Identifier (short code that prefixes all request numbers)

The identifier must be unique within the destination client. The system suggests one based on the pattern from the source.

Set audit period

Click the Calendar icons under Audit Period to define:

Start date – When the new audit period begins
End date – When the new audit period ends

The audit period helps date-sensitive automations and formulas calculate correctly for the new engagement.

Preview and create

Review preview pane

The Preview section shows:

Number of requests being copied
Number of categories being copied
Number of workflows and automations being copied
Team member assignments (if any)

Team member assignments are NOT copied by default. You'll need to re-assign auditors and client contacts in the new engagement.

Roll Forward the Engagement

Click to roll forward the engagement with all copied elements.

The system creates the new engagement and opens it automatically. You can start configuring immediately.

What rolls forward

Elements copied in roll forward

Engagement structure

Categories
Custom variables
Status workflow settings
Board configurations

Requests and tasks

All request titles and descriptions
Request properties (priority, category, etc.)
Internal tasks
Request workflows

Workpaper templates

Table structures
Document group configurations
AI prompt definitions
Formula columns
Matching rules

Automation settings

Validation rules
Deep Analysis questions
Custom column definitions

All structural and configuration elements copy over, giving you a complete framework to start the new engagement.

Elements NOT copied

Historical data

Uploaded documents
File attachments
Supporting evidence
Previous year workpapers

Activity and comments

Request comments and discussions
Activity history
Status change logs
Audit trail

Team assignments

Auditor assignments
Client contact assignments
Lead roles

Execution results

AI prompt responses
Formula calculation results
Document matching results
Validation outcomes

Historical data remains in the source engagement for compliance and reference. You start with a clean slate for new evidence.

Best practices

Roll forward before archiving

Roll forward while the source engagement is still fresh in your team's mind to identify improvements.

Clean up before rolling forward

Remove outdated or one-time requests from the source engagement before rolling forward for a cleaner result.

Document changes

Use engagement comments to note what was modified after rolling forward for future reference.

Test automations

Run a sample automation test after rolling forward to confirm formulas and prompts work as expected.

Troubleshooting

If roll forward fails:

Verify you have permission to create engagements for the destination client
Check that the identifier you chose doesn't already exist
Ensure the source engagement isn't in a transitional state (being deleted, etc.)
Try refreshing the page and attempting the roll forward again