Add a Planner plan

You can add plans in Advisory Projects to help you track your clients’ income, deductions, adjustments, business data, and other activities.

  1. In Advisory, click the Projects tab.
  2. Click Add, and select Project.
  3. Enter the information for the project.

    Note: In order to add a Planner plan, you must select the following information in the Add Project section.

    • Project Template field: Select Advisory Planner.
    • Application field: Select Advisory.
    • Type field: Select Advisory Planner.
  4. Click Save & Open to open the new plan, or click Save & Close to close the plan and open the plan later.
  5. If you open the new plan, enter the information in the New Plan panel.

    Note: If you do not open the new plan, the New Plan panel will open when you open the plan later.

  6. Click Create. The plan will open.

The availability of some or all of these features depends on the applications your firm has licensed and the permissions your firm’s administrator has enabled for you.


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