APR (Annual Performance Report) Interim review guidance

We wanted to remind everyone that must submit an APR (Annual Performance Report) that the annual assessment must be recorded no more than 30 days before the anniversary of the client’s Project Entry Date, regardless of the date of the most recent ‘update’ or ‘annual assessment’, if any [annually]. Information must be accurate as of the Information Date.

The annual assessment is performed in the Entry/Exit tab using the "Interim" icon

We updated the annual assessment form, but only changed the wording to remind users when this must be done for reporting.

Here is a link to the new form:


The form has also been updated on our website.