Viewing plans in single base year format

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In a multiple-year, multiple-alternative plan, Planner CS can display the first plan year in a single column. Calculated carryforward amounts from the base year column will carry forward to subsequent plan years under each alternative.

When you convert to a single base year, you will be prompted to choose an alternative from which the first year will be used as the base year of the plan. The data for the first year in all other alternatives will be lost. You may want to back up your data before converting to single base year format.

  1. With a plan open, choose View > Single Base Year.

    Note: The Single Base Year command is not available if the open plan includes fewer than two years and two alternatives, or if the plan is a family plan.

  2. You will be asked to select an alternative to use for the single base year column. Click the Yes button in the Confirm dialog to proceed.

    The data for the first year in all other alternatives will be lost. You may want to back up your data before converting to single base year format.

  3. In the Select Alternative for Base Year dialog, choose an alternative from the drop-down list. The first year in this alternative will be used as the base year.
  4. Click OK to view the plan in single base year format.

    Note: You can toggle the single base year viewing option on and off by choosing Single Base Year from the View menu.

Related topic: Viewing plans by year or alternative

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