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Introduction
» Business Planner
» What's New?
» Getting Started
» Activation & Serial Number
» First Steps
Menu Commands
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» Menu Commands
» File Menu
» Edit Menu
» View Menu
» Plan Menu
» General
» Tables
» Plan Data
» Capital Sources
» Actual Data
» Analysis Menu
» Valuation
» Financial Analysis
» Tools Menu
» Options Menu
» Window Menu
» Help Menu
Tables
» Product & Cost
» Market & Department Table
» Currency Table
» Previous Periods
Plan Data
» Sales Plan
» Operating Expenses
» Plant & Equipment
» Financial Parameters
» Provisions
Capital Sources
» Owner's Equity & Other
» Loan Table
» Other Loans
» Downpayments
Valuation
» Free Cash Flow
» Price Earnings Method
» Economic Value Added
Financial Analysis
» Rating Module
» Financial Ratios
» Rating Ratios
» Break Even Analysis
» What-If Analysis
» Goal Seek
» Indicators
» ROA/ROE Analysis
» Profit Centers & Operating Expenses
» Sales Analysis & Forecast Module
» Actual vs. Plan
Options & Toolbar
» Plan Navigator
» Easy Start Wizard
» Dynamic Link with MS-Excel
» Toolbar Buttons
 

Easy Start Wizard

The Easy Start Wizard will lead you, step by step, through the preparation and the analysis of the Business Plan, giving you specific explanations for each screen.

The Easy Start wizard is displayed automatically when you first run the Business Planner. You can close it whenever you like by clicking the Cancel button, and reload it whenever you want by clicking its button Easy Start Wizardon the main toolbar or by selecting it from the Accessories sub-menu, under File menu.

The Easy Start Wizard is designed to be easy to use. It's screen includes a header and explanation referring to the current step or screen that is being handled. You are asked to view the displayed data or to adjust/enter your own data. You use the Next button to move to the next step or the Back button to return to the previous step.

Main Stages

The Easy Start Wizard includes two main stages:

The first stage is a series of screens that allow you to enter General data about your plan where you are asked to fill-in a few parameters for the business plan, according to your needs. These parameters are similar to the parameters that you enter in the General Data screen when you use the software without the wizard.

In the second stage the wizard resizes itself to a bar under the main toolbar, and starts to display the data screens of the software one by one as you click the Next button. When a screen appears the bar displays an explanation that refers to the screen being displayed. When you click Next the present screen is closed and the next screen appears. If the screen is a data screen, when it is closed all the data that was entered or altered will be saved automatically.

Φ Note: when a data screen is displayed by the wizard the OK and Cancel buttons on its toolbar are disabled. When the screen is displayed without using the wizard, these buttons are active and you can decide whether to save the data entered or to discard any changes when closing the screen.

When the Easy Start wizard is displayed, the Plan Navigator is not active. When the wizard displays data and analysis screens you can see that the name of the current screen in the Navigator is marked, but you can not select another screen from the Navigator, as you do when working regularly without the Easy Start wizard.

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Buttons

Back: Close the currently displayed screen and display the previous screen

Next: Close the currently displayed screen and display the next screen

Cancel: Close the Easy Start wizard.

Show Easy Start Wizard on application startup

When the Easy Start Wizard is displayed you can use the check-box, that appears at the bottom of the wizard near the navigation buttons, to set it to run automatically when the Business Planner is started or not to run automatically.

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