Restore/Check In dialog

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Use the Restore/Check In dialog to restore and/or check in plan data and other items that have been backed up to a Planner CS backup file (*.bck). Among the items are custom reports, report layouts, report sets, graphs, letter templates, preparer options, Watch Window templates, and federal interest rates.

To open this dialog, choose File > Restore > From a Planner CS Backup. In the Restore Backup From dialog, navigate to the location of the file *.bck (where * represents the name of the file) and click the Open button.

Restoring a plan overwrites any existing plan with the same Plan ID.

Special information

Restoring or checking in data and other items

Backing up or checking out data and other items

Fields & buttons

Available Items group box

Tabs in this dialog

The left pane displays all items that are available to be restored or checked in. The content of the pane varies depending on the tab that is selected.

  • Plans - This tab lists all plans and details about those plans.
  • Reports, Graphs & Letters - This tab lists custom reports, report layouts, report sets, graphs, and letter templates. Mark or clear the checkboxes in the Select From group box to refine the list of available items.
  • Preparer Options - This tab lists the preparers whose options are available to be restored.
  • Other - This tab lists Watch Window templates and an item for federal interest rates. Mark or clear the checkboxes in the Select From group box to refine the list of available items.

Note: If an item is checked out, the name of the preparer to whom it is checked out is displayed in the Checked out by field and the date the item was checked out is displayed in the Date field.

Selected Items group box

Selected Items list

This group box lists all items that are selected to be restored or checked in.

Notes

  • A preparer cannot check in an item that is checked out to another preparer. To check in an item, the preparer selected in the Check in by field must match the preparer listed for that item in the Checked out by field.
  • An item name is displayed in blue in the Selected Items list if the item is checked out and the preparer listed in the Checked out by field is the same preparer selected in Check in by field. An item name is displayed in red in the Selected Items list if the item is checked out and the preparer listed in the Checked out by field is not the preparer selected in the Check in by field.

Check in by

Select the name of the preparer for whom items will be checked in.

Notes

  • A preparer cannot check in an item that is checked out to another preparer. To check in an item, the preparer selected in the Check in by field must match the preparer listed for that item in the Checked out by field.
  • An item name is displayed in blue in the Selected Items list if the item is checked out and the preparer listed in the Checked out by field is the same preparer selected in Check in by field. An item name is displayed in red in the Selected Items list if the item is checked out and the preparer listed in the Checked out by field is not the preparer selected in the Check in by field.

C/I (check in)

Mark this checkbox next to a selected item that you want to check in.

Notes

  • A preparer cannot check in an item that is checked out to another preparer. To check in an item, the preparer selected in the Check in by field must match the preparer listed for that item in the Checked out by field.
  • An item name is displayed in blue in the Selected Items list if the item is checked out and the preparer listed in the Checked out by field is the same preparer selected in Check in by field. An item name is displayed in red in the Selected Items list if the item is checked out and the preparer listed in the Checked out by field is not the preparer selected in the Check in by field.

Information group box

Plan Data Path

The Plan Data Path is the path where the plan was previously stored.

Checked out by

This field names the preparer who checked out the plan.

Restore Plan Destination group box

Plan Data Path

Choose this option to restore the plan to the Plan Data Path.

Note: The Plan Data Path is the location where the plan was most recently saved. If the Plan Data Path is inaccessible, Planner CS defaults to the Program Data Path.

Program Data Path

Choose this option to restore the plan to the current Program Data Path.

Note: The Program Data Path is the location where newly created plans will be saved. You can change the Program Data Path by choosing Tools > Change Data Path. The Program Data Path is also available in the Data Locations group box on the Home Page.

Other fields & buttons

Global button

Click this button to select all items listed in all tabs.

Open plan after restore

This option is available when only one plan is in the selected item pane. Mark this option to open the plan after the restore is complete.

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