Starting a New Client File

There are two ways to start a new client file; by selecting ‘New’ from the Ribbon or by clicking ‘Start a New Planning Analysis’ from the About screen. Once selected, the software will prompt you to save the existing client file. If this is not necessary or you have just loaded the software, click ‘No’. Once the new file has been loaded, you are able to begin entering client data by using the Wizard or Data screens. If you choose to start a new client file by selecting ‘New’ from the Ribbon, the software will automatically take you to the Data screen. If you choose to open the client file by clicking ‘Start a New Planning Analysis’ from the About screen, the software will automatically take you to the Data Entry Wizard.

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