Opening a node

Use this option to view nodes used for last year's, this year's, and next year's planning.

To view a node:

  1. In the Fin Plan Admin or Fin Plan task pane, in the Financial Planning Commands section, do the following:
    • To open nodes for the next planning year, double-click Open Node.

    • To open nodes for this year, click Current Year Utilities, and double-click Open Current Year Node.

    • To open nodes from last year, click Prior Year Utilities, and double-click Open Prior Year Node.

  2. In the Open Plan Files dialog, you can do the following:
    • To filter the list, in the <type here to filter list> field, type the name of the node.
    • To sort the list by column, click the column header.
    • To sort the list in ascending or descending order, click the header arrow.
    • To open a node, select it, and click OK.