This section will give you an understanding of implications that rollover will have on other CAMMS products.

• Administrators conducting rollover must remember to do the Camms.Talent® ‘Reporting Year Mapping’ so that your new assessments being set up for next year are pointing to the correct system period.

• Once you have created the new system period for the next period, you need to map the new period in Camms.Talent® to your new system period so that the information will flow from the correct period when completing your Assessments.

• The system will not allow you to create your new assessments without this mapping being completed for the next period– a warning will be displayed. This is to avoid setting up an assessment pointing to an archive period. 

• The mapping can be completed either after stage 1 or 2. However, if you link after stage 1, a rollback will not be able to be performed as there is a dependent linkage with the assessments.

• Incomplete assessments will continue to be accessible from the relevant reporting period.

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• The Integrated Project Manager does not have a separate rollover functionality. This means that the projects will always appear in all system periods. Therefore, when you navigate to Projects (cammsproject®) when you are WITHIN rollover, you will not see the Current period/Next period buttons. However, the linkages within Project will be affected if the areas are NOT copied over to the next period once you have completed stage 2 of the rollover.

• Only once the rollover has been completed, will these projects then point to the new (next period) current period.

• If any of the linkages are modified in the next period, then they will appear as modified within the project (no issues).

• If any of the linkages are removed or not copied over to next period, when stage 2 is completed, that link will be broken and not appear within the project. This meaning that you will need to re-link your project to a new item within the next period.

i.e. If any actions are not rolled over as part of stage 2 rollover but did have projects linked to them, the projects will remain in Projects (Camms.Project®) however, the linkage to the action will be removed. If any previously entered projects need to be removed, they can be deleted (however they will be deleted for good and not available in any archived periods).

• Projects Linked to actions copied to next period: Project needs to be linked to Next Period action through Project Link and Camms.Strategy® link objects within the Project Workflow. When rollover is complete the Project will show as linked to your new current period action. However, if the Project should stay linked to the same action, then it should automatically stay linked.

• Projects linked to actions in the next period only: Project is linked to next period strategy and action within the Project workflow. When rollover is complete the projects will show as linked to new current period action.

• The system won’t allow anything to be deleted in the next period that is linked to a project in project management.

• If you are creating new projects in between rollover, some of the objects will remain linked to the current period and only transfer after rollover complete. (as per table below). CAMMS then recommends to wait until rollover is complete in order to create your new projects in Project Management area.

Linkages from planning to project include as part of rollover process:

CP = Current Period                                         Project = Camms.Project®

NP = Next period                                               Planning = Camms.Strategy®

Because IPM does not have a separate rollover functionality, any new projects identified during the rollover process can be linked to Camms.Strategy® ‘Next Period’. When doing this, you are asked to choose which period you would like the project to be linked to within the Strategy and Camms.Strategy® linkage objects.

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Objects that must be added to the workflow in order to link projects to planning are ‘Camms.Strategy®/planning link’ and ‘project linkage’.

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The project linkage allows you to link your project to the strategy. Refer the below system behavior table for what happens before, during and after rollover in your particular scenario.

If you use the Interactive Business Planner (IBP) please ensure that you begin rollover prior to business planning. Refer to the given steps below that you need to undertake:

1. Start Rollover stage 1 (within planning).

2. Modify relevant business units

3. Import business unit data into IBP (data from next period)

4. Start your business planning in IBP - developing your new business plans

5. Complete your approval process

6. Finish Stage 2 of rollover (or you can import the plans during rollover if you wish)

7. Import approved plans into Camms.Strategy® next period

Please refer to the IBP online help for more information.

If you are using BMC for your budgeting process, please ensure that your next year's budgets are created before starting rollover.

A separate functionality exists to copy KPI targets and financial mappings from one year to another. Refer to the ‘Replicate KPI Targets' and 'Replicate Account Mapping’ section for more information.

The Audit Manager is not part of rollover, meaning that any audits that you have entered in the current period, will automatically appear in your next period (rollover has no impact).