To restrict access to a plan, you can assign a password to it so that only those users who know the password can open the plan. Use this procedure to assign a password or to change an existing password.
You should keep a record of the password, as you will need to enter the password each time you open the plan. If you forget the password, contact CS Support.
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Do one of the following:
- If you are creating a new plan, choose File > New Plan.
- If you want to assign a password to an existing plan, open an existing plan, then choose File > Plan Information.
- From either the New Plan or Plan Information dialog, click the Set Password button to open the Password dialog.
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Do one of the following:
- If changing an existing password, enter the current password in the Old field, then enter the new password in the New and Verify fields.
- If you enter a new password, enter the password in the New field.
Note: Passwords are case-sensitive, can contain up to 20 characters, and can include both letters and numbers.
- Click OK to save the new password.
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