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Data entry

Add alternatives

Use the following steps to add alternatives to the open plan.
  1. Choose
    Edit
    ,
    Plan Alternatives
    , then
    Add
     to open the
    Add Alternative(s)
     window.
  2. In the
    Alternative(s) to add
     field, enter the number of alternatives you want to add or select the number using the arrows.
  3. To copy data from an existing alternative to the new alternatives, select the alternative to copy from the
    Copy data from alternative
     field. If you don't want to copy data from an existing alternative, select
    None
    .
  4. Enter a name for the new alternative in the
    Alternative title
     field.
    note
    • If you don't enter a name, Planner CS automatically assigns the new alternative the name
      Alt
       followed by the next sequential alternative number. For example, if you already have two alternatives and you are adding another alternative, the third alternative is automatically labeled
      Alt 3
      . However, you can rename the new alternative at any time.
    • If you chose to add more than one alternative, the
      Alternative title
       field isn't available. Each new alternative is automatically assigned a name (and can be renamed) as described previous.
  5. Select
    OK
     to close the window. The new alternatives are added to the main data-entry window of the open plan.
    note
    You can't add alternatives to (or delete alternatives from) an annualized plan, an S Corp Comparison plan, or a TCJA Comparison Plan.

This article applies to:

  • PRODUCT: Planner CS