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Let's look at the two most common methods of selection for rollover:
The first most common option is undertaken when an organisation has a significant change to their strategic document or a complete rewrite which will result in business plans being developed from scratch.
For this option, the simplest approach is generally to copy only the Framework details and no other fields. This will give you a ‘Blank slate’ to commence developing your plans from for the next period, whilst still keeping the basic information such as organisational structure and staff.
2. The second most common method is to copy across all fields available.
STEP 4: Once you finish selecting the required fields, click COPY DATA to proceed with replicating information to the next period. A message will display notifying that the copying of data cannot be reversed. Click OK to continue.
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Note: If you do not see these buttons, you will need to set up the security: navigate through the Administration menu to the Administration Options > Settings. |
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When the page loads, ensure that the ‘show system period pane’ value is ticked. Ticking this ensures that the button will be activated for all those who have security to do so.
If you require ALL users to be able to see next period and have access to next period, you can switch on the ‘Enable System period permission boost’. This means that all users will automatically have this enabled when they log in. If you don’t have this ticked, then the users who are to have security, you will have to setup via the Manage Users > Security area (see below).
Another setting which you may want to enable here is the ‘Make current system period default’. This will ensure that no matter what period you are in when you log out and log back in, it will ALWAYS default back to the current period.
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4. To set up security (if you do not have the permission boost setting switched on) navigate through the Admin> Manage Users. Locate the person/s you want to give access and tick the security level ‘Next business cycle’, and then once saved they will have access.
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This needs to be updated
To navigate between system periods, simply click on the top menu ‘Current period’ and select the ‘next period’. To navigate back, do the vice-versa.
A warning will always be displayed when switching periods so that you don’t accidentally click on it without saving the page you are on. Click OK to continue.
You may now start amending your plans and data in the next period, whilst completing your current period reporting. Any changes made in the next period will not change current period, vice versa, except for the performance management area.
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