Creates copies of selected Work Program record(s) and all associated CIP, CIP Expenditure and CIP Revenue record(s). The new records will contain the Fiscal Year selected in the toolkit.
The toolkit will NOT copy CIP records that have the Converted to Project or Inactive fields marked as TRUE.
The toolkit will create CIP Revenue records based on the Calculate Prior Year Funding Work Option:
If TRUE, the toolkit will copy all CIP Revenues related to CIP record(s) linked to the Program from which the toolkit was run. Then, if the new CIP Revenue's Fiscal Year< the new CIP's Fiscal Year, the new CIP Revenue's Prior Year field is marked as TRUE.
If FALSE, the toolkit will only copy CIP Revenues whose original Fiscal Year>= the new CIP's Fiscal Year.
Open the Work > Project Management > Programs module.
Select one or more Program records for which you want to rollover a CIP Fiscal Year.
Click the Toolkit and select Rollover CIP Fiscal Year | Selected Record(s). A pop-up similar to the following appears containing a list of available CIP Fiscal Years to select from:
Select the Fiscal Year you wish to use for the newly created records.
Click Select. The toolkit makes copies of the Program record and its CIP, CIP Expenditure and CIP Revenue record(s) containing each record's original data and the new Fiscal Year you selected in the toolkit.
The toolkit will NOT copy CIP records that have the Converted to Project or Inactive fields marked as TRUE.
The toolkit will create CIP Revenue records based on the Calculate Prior Year Funding Work Option:
If TRUE, the toolkit will copy all CIP Revenues related to CIP record(s) linked to the Program from which the toolkit was run. Then, if the new CIP Revenue's Fiscal Year< the new CIP's Fiscal Year, the new CIP Revenue's Prior Year field is marked as TRUE.
If FALSE, the toolkit will only copy CIP Revenues whose original Fiscal Year>= the new CIP's Fiscal Year.
How to rollover a CIP Fiscal Year for selected record(s)
and select Rollover CIP Fiscal Year | Selected Record(s). A pop-up similar to the following appears containing a list of available CIP Fiscal Years to select from: 