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Change the starting date and all the dates change
Change the starting date and all the dates change

Question:
All of the tables in my plan end with FY2001. How do I change the dates or date ranges in this table, or any tables in the plan for that matter?


Answer:

Changing the one date which the tables are based around will automatically update the dates in all of the tables. All of the tables are based around the Starting Date setting, with the Past Performance table showing 3 years prior to the Starting Date and all of the forecast tables showing either 3 or 5 years after the Starting Date.

The steps which you will need to take to change the Starting Date depend upon the version of the software which you are using. Please refer to the appropriate set of instructions below:

Business Plan Pro 2003 through Business Plan Pro 2005, Marketing Plan Pro 6.0, or Cash Compass:

The Starting Date is controlled by the answer to the Starting Date question in the Plan Setup Section of the Wizard Tasks list. Take the followng steps to display and change the setting.

  1. Click the View drop down menu and place a check next to the Plan Wizard option.
  2. Expand the Plan Setup section at the top of the Wizard Task list on the left side of the program.
  3. Select the Starting Date question and then change the Month and Year in the answer to the question.

Business Plan Pro 2002:

The Starting Date is controlled by the answer to the Starting Date question in the My Business Plan section of the EasyPlan Wizard Tasks list. Take the following stepst to display and change this setting.

  1. Click the View drop down menu and place a check mark next to EasyPlan Wizard.
  2. Expand the My Business Plan section of the EasyPlan Wizard at the top of the program.
  3. Select the Starting Date question, change the month and year, then click Next to apply the changes.

Business Plan Pro 4.0, Marketing Plan Pro 4.0, Web Strategy Pro, Ad Plan Pro, or Cash Plan Pro:
  1. Use the File drop down menu to select Plan Wizard.
  2. Double click on step #15, "Set the date..."
  3. Change the month and year as needed and then click Finish
  4. Click Yes to apply the updated settings to the plan.