Copying a plan

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Use this procedure to create a new plan based on an existing plan. This helps save time if the new plan's data is similar to the plan you are copying.

  1. Open the plan you want to copy.
  2. Choose File > Save As to open the Save As dialog.
  3. Enter an ID for the new plan in the New Plan ID field.
  4. To save the new plan in a different directory than the directory listed in the New Plan Directory field, click the Browse button, navigate to the location, and then click OK.
  5. Click OK. Planner CS opens the new plan so that you can begin enter or editing data.

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