Planner CS
To open the Open Plan dialog, choose File > Open, or click the Open 
button on the toolbar.
To open the Rename Plan dialog, choose File > Rename from the main Planner CS window when a plan is not open. Use the Rename Plan dialog to locate a plan to be renamed. After you select a plan and click the Rename button, the Rename dialog opens, in which you can rename the plan.
To open the Delete Plan dialog, choose File > Delete Plan.
Deleted plans cannot be recovered unless you previously backed up the plan.
Special information
Fields & buttons
Use this field to search for a plan. Click a column heading in the list pane to narrow your search by the selected 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.
All plans assigned to the preparer selected in the Show plans for field appear in this list. To open a plan, highlight a plan and click the Open button.
Tip: Click one of the column headings to sort the list of plans by the information in that column. The selected column will appear in the name of the Search… field, which you can use to search for specific information in that column.
Was this article helpful?
Thank you for the feedback!
|
Get the most out of your Thomson Reuters Tax & Accounting products. Our continued learning packages will teach you how to better use the tools you already own, while earning CPE credit. Learn more. |
|
|
|
Chat - Best option for simple questions Call us at +1 800 968 0600. You might like to see our hours and menu options before calling |