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Data entry

Change the first plan year

Use the following steps to change the first plan year for the open plan.
  1. Choose
    File
    , then
    Plan Information
    .
  2. In the
    Plan Information
     window, change the year in the
    First Plan Year
     field to the year you want to use as the base year for this plan. Or, for annualized plans (which are single-year plans), change the year in the
    Plan Year
     field.
    note
    When you change the first plan year to a later year, the data for any prior years is deleted. Therefore, you may want to back up the plan's data before changing the first plan year.
  3. Select
    OK
     to save your changes, and close the
    Plan Information
     window.

This article applies to:

  • PRODUCT: Planner CS