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:

  1. When the project is marked complete it will move to the Completed Projects view.
  2. When ready for roll forward you can filter the Completed Projects view to show just the projects you want to roll.
  3. Select all projects to roll and select the Roll Forward button from the Manage tab.
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