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Insert plan data into a client letter

Do the following to insert plan data from the open plan into a client letter or client letter template:
  1. Select
    Reports
    Client Letters
     (RTF or DOC, depending on what you previously used to create the letter or template).
  2. Select
    File
    Open
     to open the client letter.
  3. Place the cursor where you want to insert data.
  4. Select
    Planner Data
    Insert
     to open the
    Select Data to Insert into Document
     screen.
  5. From the
    Alternative
     field, select the alternative you want to insert data from.
  6. From the
    Year
     field, select the year you want to insert data from.
  7. The list displays all of the buttons and tabs contained in the plan for the alternative and year you selected in the preceding steps. Select the buttons, then select the tab that contains the variable you want to include in the client letter. Each variable represents a field in the
    Main data-entry
     window.
  8. To add data to the client letter, select the variable in the list then select
    Assign
    . The data contained in the data entry field is inserted into the client letter.
    note
    You can assign a positive value to data with a negative value in your client letter by selecting
    Planner Data
    Variables - Show absolute value
    . This will switch negative amounts to positive amounts without affecting the actual plan data.

This article applies to:

  • PRODUCT: Planner CS