Review Annual Rollforward Utility final check

After selecting the models and nodes, use the Finalize & Submit page of the Annual Rollforward Utility to review your selections and build nodes without having to open the Node Rebuild Utility.

The top section contains data build options for two kinds of nodes: non-Initiative nodes and Initiative nodes.

  • Initiative nodes have no history or growth data. They can be rebuilt (copied) for the Next Year File Group. The default setting for these nodes is Rebuild Nodes.

  • Non-Initiative nodes usually contain historical and related data, and global assumptions must be applied during node creation to model forecast years accurately. The default setting for these nodes is Build Nodes from Loaded Data.

You can modify the settings for these node types if needed. Alternatively, you can choose not to build nodes now and use the Node Rebuild Utility later.

  1. Review your data, models, and node selections.

    If they are not correct, use the PREV button or click the desired page number to return to your selections and make changes.

  2. Keep the default settings to build the nodes.

    To skip building nodes, select Do Not Build Nodes from the drop-down in the Selection column for the desired node type. A screen tip indicates you will need to use the Node Rebuild Utility when you are ready to build nodes.

  3. Click Submit.
  4. Click OK in the Axiom confirmation box.

    The annual roll forward job is scheduled. You will receive a notification when it is complete. You can review progress and results in the Scheduler.