This article applies to: All Firm Users
There may be some requests that are only applicable to the current year and the user may not want them to be rolled forward to next years engagements.
Firm Users with Request Administrator permissions inside an engagement can choose whether a request should roll forward when an engagement is duplicated.
In the request details, you’ll see an option in the top-right corner showing if Roll Forward is currently On or Off. A Request Administrator can click this button to toggle between Roll Forward On and Off.