Modify a Planner plan

You can change the general information for an existing plan, such as the tax year, number of years, and number of cases to accurately reflect the data in the plan.

Note: If you change the first plan year to a later year, the data for the prior year is deleted.

Modify plan properties

  1. In Advisory, click the Projects tab.
  2. Open the plan.
  3. Click the Properties button.
  4. In the Edit Plan panel, modify the properties.
  5. If you modify the Tax Year, Number of Years, or Number of Cases, click OK for that information.
  6. Click Update.

Modify case name

  1. Click the icon for the case heading that you want to change.
  2. In the Edit Planner Case panel, enter the change.
  3. Click Update.

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