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Data entry

Add years to a plan

Use the following steps to add one or more years to the open plan.
note
Years can't be added to family plans, annualized plans, S Corp Comparison plans, or to the beginning of single-base-year plans.
  1. Choose
    Edit
    ,
    Plan Years
    , then
    Add
     to open the
    Add Year(s)
     window.
  2. Enter a number in the
    #Year(s) to add
     field or use the arrows to select the number.
  3. Select the
    Add years after [last plan year]
     or
    Add years before [first plan year]
     option.
  4. In the
    Copy data from alternative
     field, select one of the following items from the dropdown list.
    note
    This field isn't available when the
    Add years before [first plan year]
     option is selected.
    • Select the alternative that includes the data you want to copy.
    • Select
      Same alternative
       to have the new year's data copied from the indicated year within the same alternative.
    • Select
      None
       to leave the fields blank (except for default values).
      note
      When you add more than one year, Planner CS automatically copies the information from the selected alternative and year into all added years. However, if you prefer to manually enter data in the added years, select
      None
      .
  5. In the
    Copy data from year
     field, select one of the following items from the dropdown list.
    note
    This field isn't available when
    None
     is selected in the
    Copy data from alternative
     field or when the
    Add years before [first plan year]
     option is selected.
    • Select the year that includes the data you want to copy.
    • Select
      None
       to leave the fields blank (except for default values).
      note
      When you add more than one year, Planner CS automatically copies the information from the selected alternative and year into all added years. However, if you prefer to manually enter data in the added years, select
      None
      .
  6. Select
    OK
     to close this window. The next or previous sequential years will be added to the main data-entry window in the open plan.

This article applies to:

  • PRODUCT: Planner CS