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File

Restore/Check In window

Show all hidden content
Use this window to restore and/or check in plan data and other items that have been backed up 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.
To open this window, choose
FIle
Restore
From a Planner CS Backup
. In the
Restore Backup From
 window, go to the location of the file *.bck (where * represents the name of the file) and select the Open button.
note
Restoring a plan replaces any existing plan with the same Plan ID.

Fields & buttons

Available Items

Tabs in this window
The left pane displays all items that are available to be restored or checked in. The content of the pane varies depending on the tab that is selected.
  • Plans
     - 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. Mark 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 restored.
  • Other
     - This tab lists Watch Window templates and an item for federal interest rates. Mark 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
 field and the date the item was checked out is displayed in the
Date
 field.

Selected Items

Selected Items list
This area lists all items that are selected to be restored or 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 needs to match the preparer listed for that item in the
    Checked out by
     field.
  • 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
     field 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
     field is not the preparer selected in the
    Check in by
     field.
Check in by
Select the name of the preparer for whom 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
     field.
  • 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
     field 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
     field is not the preparer selected in the
    Check in by
     field.
C/I (check in)
Mark this checkbox next to a selected item that you want to check 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
     field.
  • 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
     field 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
     field is not the preparer selected in the
    Check in by
     field.

Information

Plan Data Path
The Plan Data Path is the path where the plan was previously stored.
Checked out by
This field names the preparer who checked out the plan.

Restore Plan Destination

Plan Data Path
Choose this option to restore the plan to the Plan Data Path.
note
The Plan Data Path is the location where the plan was most recently saved. If the Plan Data Path is inaccessible, Planner CS defaults to the Program Data Path.
Program Data Path
Choose this option to restore the plan to the current Program Data Path.
note
The Program Data Path is the location where newly created plans will be saved. You can change the Program Data Path by choosing Tools > Change Data Path. The Program Data Path is also available in the Data Locations area on the Home Page.

Other fields & buttons

Global button
Select this button to select all items listed in all tabs.
Open plan after restore
This option is available when only one plan is in the selected item pane. Mark this option to open the plan after the restore is complete.

This article applies to:

  • Product: Planner CS