Roll Forward a Classic Document or Project

You can roll forward a copy of a project and update it, rather than having to create it from scratch. If the project you are rolling forward does not include all linked documents, links in the subsequent project will not work correctly. When rolling forward, you can choose certain parts of the project to retain, such as comments.

NOTE: If you are not an account admin and need to roll forward a project, contact your Customer Success Manager to learn how to export and import your project.

For projects with XBRL, see Rolling Forward a Project with XBRL.

Copy a Project from Admin

If you are an account administrator, you can copy a project from the Admin panel. First, go to the Content tab and click the name of the project you'd like to copy.

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From the project details page, click Copy Project to begin creating a copy of the project.

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You will have several Project Copy options, including: Email on completion, Use original supporting documents, Copy comments and Copy outline labels. If you choose the first option, you will receive an email alerting you to when either a successful or failed project copy has been completed.

You will also be able to view the history and results of any project copy at any time on the Copy Status page of the Content tab.

Project Copy may take several minutes, though you may do other tasks in Wdesk while this process happens. You can check the status of a project copy at any time from the Copy Status sub-tab.

When complete, a duplicate of the project named "Copy of" followed by the copied project's name will be available in your projects and documents list from Home.

NOTE: Any Tasks associated with a project will not carry over during a Project Copy.

TIP: You can set dates in one part of a document, then link the dates throughout the rest of the document. Utilizing linking, you can update dates once, and all linked dates will automatically update in all locations. To learn more, read the article Linking Overview.

Update Project Details

After your project has successfully been copied, you should update your project details for the new filing.

  1. Click Project Properties icon in the Projects panel.
  2. Update the Project name, verify period end and target filing date, and set Project permissions.

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NOTE: Much of the information will auto-populate from Admin settings and can be changed at a later date if necessary.

  1. In the right-hand Project panel, on the Documents tab, right-click a document name, choose Rename, and rename all documents (10-Q, Exhibits, etc.).

  2. Set permissions for each document.

TIP: It is best practice to utilize the current reporting period end date in document names. For example,EX 03.31.2014 99.1 Press Release would roll-forward to EX 06.30.2014 99.1 Press Release when rolling from Q1 2014 to Q2 2014. This document name will be used as the filing document name as well.

Cleanup and Review

Once project details have been updated, you should review your document to ensure that all information is correct. You may encounter validation errors if all information is not updated.

  1. Open the workbook and update the period end date.
  2. Check the document to ensure all dates are linked and rolled forward. For example, if rolling from Q2 to Q3, verify six months has changed to nine months, second quarter has changed to third quarter,etc.
  3. Check for updated dates on the signature page and exhibits.
  4. Update hyperlinks as necessary.
  5. Validate the document.