Rolling Forward to a new capital budget year

To roll forward from one year to the next, complete the following steps:

Step 1: Create a new file group

Step 2: Configure the new file group for next year's planning cycle

Step 3: Confirm configuration of Axiom Capital Tracking for next year's planning cycle

Step 4: Configure security for the new file group

Step 5: Run the CP Annual Rollforward utility

Video instructions