Opening an existing plan

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  1. Choose File > Open or click the Open Open button button to open the Open Plan dialog.
  2. In the list pane, highlight the plan you want to open.


    • To sort the list of available plans, click a column heading.
    • You can search for a plan by using the Search... field. To do so, click a column heading, such as Plan ID or Keyword, to narrow your search by that column (the name of the selected column appears in the name of the Search... field), then enter in the Search... field the first few characters of the information you want to locate. Planner CS highlights the first plan that includes the text string in the selected column.
    • To limit the list of available plans, select a preparer from the Show plans for drop-down list. Planner CS limits the list of plans to those assigned to the selected preparer.
  3. Click the Open button. The main data-entry window for the plan opens.
  4. If a password was assigned to the selected plan, the Enter Password dialog opens. Enter the password and click OK.

Tip: The application also lists recently opened plans in the File menu and the Home Page. To quickly open a recently opened plan, from the File menu, select a plan from the list near the bottom of the menu. Or, from the Home Page, click the Open link for a plan listed in the Recently Used Plans section.

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