How do I manually roll forward a project using CCH Axcess Workstream?
This video demonstrates how to manually roll-forward in CCH Axcess™ Workstream.
If in the template roll forward rules the roll forward method of Manual is selected, the following will occur:
- When the project is marked complete it will move to the Completed Projects view.
- When ready for roll forward you can filter the Completed Projects view to show just the projects you want to roll.
- Select all projects to roll and select the Roll Forward button from the Manage tab.