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my-plans [2015/03/04 22:33] mdavis |
my-plans [2016/01/19 13:24] mdavis my_plans renamed to my-plans |
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| + | ====== My Plans ====== | ||
| + | {{keywords>My Plans, Offtoa, copy, delete, view, company name, plan name}} | ||
| + | |||
| + | This screen provides a list of all the plans you have created in <php>echo $conf['comp_name'];</php>. In particular, the list includes: | ||
| + | * **Plan Name** is the unique identifier for each of your plans. | ||
| + | * **Company Name** is the name that we will print at the top of each of your financial statements. | ||
| + | * **Comments** are any words you wish. | ||
| + | * **Date Created** is when you first created this plan. | ||
| + | * **Date Modified** is when you last edited this plan. | ||
| + | * **Options** are clickable icons explained below. | ||
| + | Here is a list of the functions you can perform from this screen: | ||
| + | * To //__view/edit a plan__//, just press the Open Plan folder icon in the Options column to the right of the plan. If a plan is already open, a red flag labeled open will appear beside or below the Plan Name (in the left column); just click on Assumptions, Reports, Charts, etc., on the left menu to view the contents of the plan. | ||
| + | * To //__copy__// a plan, just press the Copy Plan icon in the Options column to the right of the plan. | ||
| + | * To //__delete__// a plan, just press the Delete Plan trashcan folder icon in the Options column to the right of the plan. | ||
| + | * To //__change the Plan Name__//, just click on the current underlined Plan Name, edit it and then click on the check mark. | ||
| + | * To //__change the Company Name__//, just click on the current underlined Company Name, edit it and then click on the check mark. | ||
| + | * To //__change the Comments__//, just click on the current underlined Comments, edit it and then click on the check mark. | ||
| + | * To //__create a new plan a plan__//, just press the green Create New Plan button at the bottom of the screen. | ||
| + | * To //__copy__// a plan, just press the green Create New Plan button at the bottom of the screen. | ||
| + | | ||
| + | {{indexmenu_n>7}} | ||
