Modify a Financial Planner Template

Once a Financial Planner Template is created you can modify it at a later time. This article details how to access and modify a Financial Planner Template.

1. From the Icon Bar click Setup .
2. From the Navigation Menu click Financial to expand the corresponding menu.
3. From the Financial menu items, click Financial Planner Templates.
4. From the Financial Planner Templates list that displays, click the Name of the template you wish to access.

   

For more information refer to the following articles:

• Financial Planner Template - General tab
• Financial Planner Template - Forecasting tab
• Financial Planner Template - View Settings tab
• Financial Planner Template - Associations tab