Open a Planner plan

You can easily access and view your clients’ Planner plans to help you keep track of income, deductions, activities, etc.

In Advisory, click the Projects tab, and then click the plan that you want to open.

Note: By default, the cursor moves down the rows in the column. You can change this behavior to have the cursor move to the right in each column by clicking the Move right button.

You can do the following when in an open plan.

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