Enjoy enormous time savings with Bulk Roll Forward

One of the most time-consuming tasks in the year is the rolling forward of Engagements and Engagement Groups to be used as templates for upcoming repeated work.

Previously, this process was carried out on one Engagement/Engagement Group at a time, potentially taking hundreds of hours for large operations. You can now build up a range of unrelated Engagements and Engagement Groups for subsequent roll forward with a single click.

New Bulk Roll Forward feature

The new staging screen displays the current candidates that have been loaded for roll forward. In this screen, candidates can be edited, removed and more added as required:

View/edit entities to be rolled forward in bulk

Refer to Bulk Roll Forward for further information.