File Menu

The File menu options enable you to load and save plan files, load the Plan Navigator, define the application’s preferences and set printer parameters. To use them, simply click on the desired option and the appropriate form or screen will be displayed.

New: Open a new and empty plan file

Open: Open an existing plan file and load its data.

Plan Table: This function will allow opening of previously loaded plan files where the data displayed includes the plan name, prepared by and company name.

Save: Save the current plan to a file using the given name

Save As: Save the current plan to a file using a different name or to another folder

Delete: Delete the current plan from the disk

Print Setup: Enable you to set up printing options such as orientation, printer driver, etc.

Send To: Enable you to send the plan that you currently work on, as an attachment to an e-mail (requires Microsoft Outlook).

Exit: Exits the Business Planner.

New

To create a new business plan, select New from the File menu. A new file will be created for a new plan and the General Data screen will be displayed automatically. Enter the name of the plan, the plan’s year and other information that is requested in this screen, and then click <OK> to close the screen and save the information.

The new plan file gets, by default, the name "untitled.bpf". You can see this name at the top of the screen near the program name. When you will save the plan for the first time you will be asked to give it another name.

Φ Note: If the current plan that you are working on was not saved before opening a new file, you will be asked to save it. If you cancel the save you will be asked if to proceed with loading the new file.

Open

To retrieve a previously saved plan, select Open from the File menu. The standard Windows file dialog screen will be displayed, showing a list of files in the last path that you have saved to or retrieved plan files.

The default path is the sub-folder "Plans" under the folder to which the Business Planner was installed. Change the path if needed and select a plan from the list of files, then click <Open> to load the plan file.

The Business Planner loads and saves files with a .BPF extension.

Φ Note: If the current plan that you are working on was not saved before opening another plan, you will be asked, after selecting a plan to load, to save the current plan. If you cancel the save you will be asked if to continue loading the new file.

Plan Table

The Plan Table displays the list of the plans that were prepared with the software and saved to files. For each plan the table shows the plan name, the company name, who prepared the plan, when was the plan saved and to what plan file it was saved. The name of the file is created when the plan is saved to a file using the Save or Save As.. options in the File menu. The other data is taken from the data that is entered for each plan in the General Data screen.

The table is updated each time you save the plan that you are working on.

The table is useful in managing and loading the various plans that you are working on.

Buttons

Open: The Open button is used to load the plan that is selected in the Plan Table. Double clicking on the plan row will do the same.

Delete: A plan can be deleted from the table by using the Delete button. This action does not delete the plan file itself but only the line in the table that corresponds to it. If you want to delete the file itself you can use the Delete option under the File menu

Save

To save the plan that you are working on to a file, select Save from the File menu.

If this is the first time that you are saving this plan (e.g. it was created as a new plan with the name "Untitled.Bpf" as a temporary name) you will be asked to give a name to the plan file.

If the plan was already saved in the past to a file, you will not be asked for anything, you will just see the hourglass on and the plan will be saved in a few seconds to its original file.

As default, the Business Planner saves plans with a .BPF extension.

Φ Note: The Business Planner always loads the last plan that you were working on the last time that you used it.

Save As

To save the current plan that you are working on with another file name, or to another drive and directory, select Save-As from the File menu. The standard Windows file dialog screen will be opened allowing you to select a path for the save file and to give it a name.

The default path is the sub-folder "Plans" under the folder to which the Business Planner was installed. Change the path and the file name if needed, and then click <Save>.

As default the Business Planner saves plans with a .BPF extension.

Delete

To delete a plan’s file, select Delete from the File menu.

The standard Windows file dialog screen will be opened allowing you to select the plan file to be deleted.

The default path is the sub-folder "Plans" under the folder to which the Business Planner was installed. Change the path if needed, select a file from the list of files, then double-click on it or click the <Open> button. You will be asked again if you want to delete this plan and if you will answer 'Yes’, the plan will be deleted.

Print Setup

The Print Setup loads the Windows standard print setup dialog that is used to define the settings for printing the reports and the graphs.

These settings include:

• Selecting the printer (from the list of installed printers)
• Selecting paper size and source
• Setting the page orientation: portrait or landscape