Creating a Rollover Rule
Rollover rules determine which project details (called components) are carried through when a project is rolled over. You can create different rules to govern different projects.
Create a Rollover Rule
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Go to the Rollover Rules screen.
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On the toolbar, click the New Record icon.
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Enter a Rule Name and Description. For example, the rule name might be “YEAR” and the description could be “Yearly Rollover”.
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In the Months to Roll field, enter how many months to add to the prior project’s start and end dates.
For an annual project this will be 12, for a bi-monthly project it will be 2.
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In the Project Components section, select which information you want copied when you roll over a project using this rule.
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On the toolbar, click the Save icon.
Project Components
Project components determine the details that are copied to the new project on rollover. When copying budgets, you can choose from the Actual, Original and Revised budgets and apply a percentage increase or decrease to the Qty, Rate and Amount.
Tasks:
- Tasks: Copies all existing tasks to the new project.
- Task Assignments:Copies all existing task assignments to the new project.
- Employees: Copies Employee tab details to the new project.
- Employee Budget: Copies an employee budget to the new project.
- Revenue Budget:Determines which budget is copied to the new project's original revenue budget.
- Apply % To: Changes the selected revenue budget by a percentage.
- Cost Budget: Determines which budget is copied to the new project's original cost budget.
- Apply % To: Changes the selected revenue budget by a percentage.
- Include Child: Rolls over any linked child projects along with their parents.
- Include Team Roles: Copies all employees on the Team tab of the Projects screen, and the partner and manger roles from the Summary tab, to the new project.