Gravity - Lease Roll Forward Manual

1. First, Create a backup for the Lease report:

Choose the “back up - lease accounting” workflow

This process usually takes an hour or so, please make sure the backup process is over before moving on to the next stage.
You can check the progress under the Inbox button in the top right corner:

2. Add a new dimension for the new period:
   
   Click on Dimensions under the settings button 

Click on the + button to add a new dimension for the new period:

3. Open the period template file, change the period to the new period, and submit the file:

Change cell K4 - to represent the new. For example, 2024:

Click Submit to run the Roll Forward process:

4. After submitting the period template, click on the three dots to the right of the top-level report folder. Then click on “Data”, then “Refresh Data Store Queries”.

5. Once in the “Refresh Data Store Queries” menu, select all of the objects in the menu, and click “OK.”

This process usually takes a while to finish.
You can check the progress under the Inbox button in the top right corner: