Changing the first plan year

Alerts and notices

To change the first plan year for the open plan:

  1. Choose File > Plan Information.
  2. In the Plan Information dialog, change the year in the First Plan Year field to the year you want to use as the base year for this plan. Or, for annualized plans (which are single-year plans), change the year in the Plan Year field.

    When you change the first plan year to a later year, the data for any prior years is deleted. Therefore, you may want to back up the plan's data before changing the first plan year.

  3. Click OK to save your changes and close the Plan Information dialog.

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