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How to use Planner CS

Copy data from one year to one or more years for a data-entry row

Use the Auto Copy feature to copy data across years and alternatives, provided the following two conditions exist:
  • Years must be listed in chronological order. If years are not in chronological order, choose
    View
    ,
    Hide/Rearrange
    , then
    Reverse Order of Years
    .
  • The cursor can't be in the base year of a single base year plan. To use Auto Copy or Auto Increase from the base year of a single base year plan, first switch out of the base year plan view by choosing
    View
    , then
    Single Base Year
    .
Use the following steps to copy data.
  1. If want to add more years to your plan, add years using the
    Edit
    ,
    Plan Years
    , then
    Add
     command.
  2. Place the cursor in the field that includes the alternative, year, and data-entry row from which you want to copy data.
    note
    Planner CS copies data from the cursor's position to the right of the cursor.
  3. Where do you want to copy your data?
    • From one year
      to the same year
       in
      all alternatives
      : Choose
      Edit
      ,
      Auto Copy
      , then
      Same Year
       to copy the data in the selected data-entry field into the same year in all alternatives to the right of the cursor.
    • From one year
      to all years
       in the
      same alternative
      : Choose
      Edit
      ,
      Auto Copy
      , then
      Within Alternative
       to copy the data in the selected data-entry field into all years to the right of the cursor within the selected alternative.
    • From one year
      to all years
       in
      all alternatives
      : Choose
      Edit
      ,
      Auto Copy
      , then
      All Columns
       to copy the data in the selected data-entry field into the remaining data-entry fields in that row in all years and in all alternatives to the right of the cursor.

This article applies to:

  • Product: Planner CS

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