Step 5: Run the CP Annual Rollforward utility

Use this utility to copy all driver file settings and configurations to the next planning year.

IMPORTANT: Saving the data after you run this utility will overwrite existing data in the CP_Next Year file group drivers. Be sure that you have performed the previous roll forward instructions before saving this report.

To run the CP Annual Rollforward utility:

1. In the Cap Plan Admin task pane, in the Administration section, click Administrative Utilities > Other Utilities, and double-click CP Annual Rollforward Utility.

   

2. Refresh the data by doing one of the following:

   • In the Main ribbon tab, in the Workbook Options group, click Refresh Data.

     

   • Press F9.
3. Verify that the data loaded correctly.

4. When you are ready to save the data to the database, in the Main ribbon tab, click Save.