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Use information from one Business Plan in another Business Plan

Information may be overwritten if two Business Planners are opened at the same time. Use these steps to copy information between Business Planners.

Solution description
Method 1 - Recommended for copying one Plan section
  1. Open the company file and Business Planner containing the information to be copied.
  2. Highlight the information and from the Edit menu, click Copy.
  3. Close the Business Plan and company.
  4. Open the second company and Business Planner then choose the section where the information is to be copied.
  5. Click into the section and from the Edit menu, click Paste. The information will appear. 
  6. Save the Business Plan by selecting File then Back Up on the top menu. 
Method 2 - Recommended for copying multiple Plan sections
  1. Open the company file and Business Planner containing the information to be copied.
  2. From the top menu, choose File then Preview Business Plan.
  3. In the Preview Business Plan window that opens click Preview in the lower right corner.
  4. When the formatted Business Plan opens, choose Export on the top menu.
  5. Choose Export on the window that opens.  If desired, Appendix reports also may be exported to Excel.
  6. The Plan will be exported as Business Plan.rtf and opened in your word processing program. You can choose to save the plan if desired.
  7. Close the Business Planner and company.
  8. Open the second company and Business Planner.
  9. Information then can be copied between the word processing file and the appropriate Business Plan sections.
  10. Save the Business Plan by selecting File then Back Up. 
Note:  Information also can be created in any word processing program and then copied into an open Business Planner. Do not open more than one Business Planner at a time.
KB ID# HOW12859
12/10/2016 10:25:35 AM
PPRDQSSWS406 9138 Pro 2017 689453