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Data entry

View plans in a single base year format

In a multiple-year, multiple-alternative plan, Planner CS can display the first plan year in a single column. Calculated carryforward amounts from the base year column will transfer forward to subsequent plan years under each alternative.
note
When you convert to a single base year, you will be prompted to choose an alternative from which the first year will be used as the base year of the plan. The data for the first year in all other alternatives will be lost. You may want to back up your data before converting to a single base year format.
  1. With a plan open, choose
    View
    , then
    Single Base Year
    .
    note
    The
    Single Base Year
     command is not available if the open plan includes fewer than two years and two alternatives, or if the plan is a family plan.
  2. You will be asked to select an alternative to use for the single base year column. Select the
    Yes
     button in the
    Confirm
     window to proceed.
    note
    The data for the first year in all other alternatives will be lost. You may want to back up your data before converting to a single base year format.
  3. In the
    Select Alternative for Base Year
    window, choose an alternative from the dropdown list. The first year in this alternative will be used as the base year.
  4. Select
    OK
     to view the plan in a single base year format.
    note
    Choose
    View
    , then
    Single Base
     year to hide or unhide the single base year format.

This article applies to:

  • PRODUCT: Planner CS