Skip to main content
Data entry

Restore or checking in data and other items

Use the following steps to restore and/or check in client plans, report sets, graphs, letter templates, custom reports, Watch Window templates, or report layouts.
note
Restoring a plan overwrites any existing plan with the same Plan ID.
  1. Choose
    File
    ,
    Restore
    , then
    From a Planner CS
     backup.
  2. In the
    Restore Backup From
     window, go to the backup location (CD drive, a location on your hard drive, or a location on your network), then select the
    Open
     button.
  3. In the
    Restore/Check In
     window, notice the tabs near the top of the window. Each tab represents different types of items that are available for backing up or checking out. Do one of the following:
    • To select one or more items that are listed within a single tab, select a tab, select an item in the left pane, and select the
      Select
       button.
    • To select all items that are listed within a single tab, select a tab and select the
      Select All
       button.
    • To select all items that are listed in all tabs, select the
      Global
       button.
  4. Perform the following steps to select items to be checked in.
    1. In the
      Check in by
       field, select the name of the preparer for whom the items will be checked in.
      note
      • A preparer can't check in an item that is checked out to another preparer. To check in an item, the preparer selected in the
        Check in by
         field must match the preparer listed for that item in the
        Checked Out By
         column.
      • An item name is displayed in blue in the Selected Items list if the item is checked out and the preparer listed in the
        Checked Out By
         column is the same preparer selected in the
        Check in by
         field. An item name is displayed in red in the Selected Items list if the item is checked out and the preparer listed in the
        Checked Out By
         column is not the preparer selected in the
        Check out by
         field.
    2. In the Selected Items list, mark the
      C/I
       checkbox next to the items to be checked in.
  5. Choose between
    Plan Data Path
     and
    Program Data Path
     as the restore path destination for the selected
    note
    A message may appear indicating that the chosen plan data path is inaccessible. In the event that a plan data path is inaccessible, the application will default to the program data path.
  6. Select
    Restore
    .

This article applies to:

  • Product: Planner CS