Carrying values forward

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Last update: 09/2014

Opening path[edit]

  • Structure tree: Context menu Carry forward...


Starting with professional planner 8, it is possible to carry values forward from one period to another within an element. To do so, right-click on the structure element for which you would like to edit values and select Carry forward from the context menu. A dialog appears, in which you can select a source period and a target period.


In the first step, select the period containing the values you would like to carry forward on the left side of the window. Then you can select the period you would like to fill with values on the right side. It is only possible to carry values forward from years to years, from quarters to quarters and from months to months. Confirm your selection with the Carry forward button to copy all data from the source period of the selected elements to the target period.

See also[edit]