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File

Backup/Check Out window

Show all hidden content
Use the
Backup/Check Out
 window to back up (archive) and/or check out plan data and other items to a Planner CS backup file (
*.bck
). Among the items are custom reports, report layouts, report sets, graphs, letter templates, preparer options, Watch Window templates, and federal interest rates. Check-out helps when you want to take files to an off-site location and don't want anyone to change them while they're checked out.
note
Not all of the items that can be backed up can also be checked out. If an item can be checked out, a checkbox will be available in the C/O column when the item is selected.
To open this window, select
File
, then
Backup
.

Fields & buttons

Tabs in this window
The left pane displays all items that are available to be backed up or checked out. The content of the pane varies depending on the tab that is selected.
  • Clients
     - This tab lists all plans and details about those plans.
  • Reports, Graphs & Letters
     - This tab lists custom reports, report layouts, report sets, graphs, and letter templates. Select or clear the checkboxes in the
    Select From
     area to refine the list of available items.
  • Preparer Options
     - This tab lists the preparers whose options are available to be backed up.
  • Other
     - This tab lists Watch Window templates and an item for federal interest rates. Select or clear the checkboxes in the
    Select From
     area to refine the list of available items.
note
If an item is checked out, the name of the preparer to whom it is checked out is displayed in the
Checked Out By
 column and the date the item was checked out is displayed in the
Date
 column.

Selected Items area

Selected Items list
This area lists all items that are selected to be backed up or checked out.
note
  • An item cannot be checked out to more than one preparer at a time.
  • An item name is displayed in blue in the Selected Items list if the item is already checked out and the preparer listed in the checked out By column is the same preparer selected in
    Check out by
     field. An item name is displayed in red in the Selected Items list if the item is already checked out and the preparer listed in the Checked Out By column is not the preparer selected in
    Check out by
     field.
Check out by
Select the name of the preparer to whom items will be checked out.
note
  • An item cannot be checked out to more than one preparer at a time.
  • An item name is displayed in blue in the Selected Items list if the item is already checked out and the preparer listed in the Checked Out By column is the same preparer selected in
    Check out by
     field. An item name is displayed in red in the Selected Items list if the item is already checked out and the preparer listed in the Checked Out By column is not the preparer selected in
    Check out by
     field.
C/O (check out)
Mark the checkbox next to a selected item that you want to check out.
note
  • An item cannot be checked out to more than one preparer at a time.
  • An item name is displayed in blue in the Selected Items list if the item is already checked out and the preparer listed in the Checked Out By column is the same preparer selected in
    Check out by
     field. An item name is displayed in red in the Selected Items list if the item is already checked out and the preparer listed in the Checked Out By column is not the preparer selected in
    Check out by
     field.

Other fields & buttons

Global button
Select this button to select all items listed in all tabs.

This article applies to:

  • PRODUCT: Planner CS