How do I change the order of the topics in the outline?

1. Choose Plan Layout from the Tools menu.
2. Select the topic you want to move.
3. Choose commands on the Order menu to move a topic up or down in the outline. You may also promote a topic to a higher level.

How do I insert graphics into my plan?

1. Position the cursor at the point in the document where you want to place the image.
2. Choose the Image command from the Insert menu. Use the File dialog to select the file you want to insert.
3. Choose the Insertion Mode.

The "insert as character" will cause the image to be treated like a text character with the image moving with the text. The image will be inserted at the point where the cursor was positioned. Once you have chosen the position you may not move it. If you wish to change the position, click on the image, delete it and then re-insert it at the desired position.
The "place at position" option allows you to choose a "Text Displacement" of "by lines" or "by words".
The "by lines" option will cause the text to flow around the image a line at a time.
The "by words" option will cause the text to flow around the image a word at a time.

How do I move, size, or delete a graphic?
To delete, select the image and hit your delete key.
To move, select the image, hold down your 'Alt' key, and drag with your mouse.
To re-size, select the image, choose Image Attributes from the Format menu and modify the horizontal/vertical scaling or percentage. You can also place your cursor at the corner or sides of the image border and drag inward or outward.

How do I add topics (text, worksheets, or charts) to the plan?

1. Choose Plan Layout from the Tools menu.
2. Select a topic near where you wish to add a topic.
3. Choose After, Before, Child or After Parent from the Insert menu.
4. Type the title of your added topic entry and then hit the Enter key.
5. Double-click on your added topic, which will prompt you to choose the type of entry this is to be - text, chart, or worksheet.

How do I delete a topic in the outline?
Please read this carefully!
Deleting a topic has major consequences, so always back up your plan.
The plan outline may cover more factors than are appropriate for your plan. You have the ability to delete any topic from the outline, however, you should be very cautious in doing so. If you delete a topic, the related "rationale" is lost, even if you add a topic back in the same location with the same label. Because the outline is hierarchical, if you delete a topic that has subordinate topics, all of the subordinate topics are deleted as well. To delete a topic, follow these steps:

1. Open your plan and choose Plan Layout from the Tools menu.
2. Select the topic and hit the Delete key on your keyboard.

*** Note *** If you accidentally delete a topic, it can be restored by immediately choosing the Undo command from the Edit menu.

How do I change the font?

1. Choose Plan Layout from the Tools menu.
2. Select the topic you want to change. Choose Font for Selected Topics from the View menu.

When typing in the text entry pages, you can set the style and size of any text.
For Worksheet fonts, check the category on financial statements further down on this page.

How do I change a chart?
You can change the type of chart by clicking on the Chart Wizard icon in the toolbar. Numerous display formats are available.
You can change the contents of the chart by clicking on the Worksheet icon in the toolbar. Modify the title or contents on the worksheet as desired. The changes will be automatically saved when you click on the Worksheet icon again or choose a new chart type.

How do I transfer my plan to another computer?
Kiplinger's Business Plan Writer must be installed on the other computer.

1. Start the program and open your plan.
2. Choose Save As from the File menu.
3. Select Document from the Save What section, select Business Plan from the Documents list, then click Save As.
4. Select the drive that contains your zip disk or floppy, enter a name for the file and click Save.
5. Copy the file onto the second computer into the directory where the same software is installed.

Note: sometimes the plan is too big for a floppy disk. You may need to email yourself with the plan attached, and Download it from the other computer.

How do I rename prospect/customer categories in the charts?
In the text entry section you are asked to enter the names of the market segments and what % of your revenue comes from each segment. This information can be changed at any time. The Market Segments chart graphs the names and numbers you entered.
The chart named Type of Prospect has a specific breakdown that is used to calculate other data. You are not able to change these categories.

How can I review the list of competitors and their products/services that I have entered?

1. Click on the Narration icon and then on the Navigate button.
2. In the outline, double-click on the Specific Competitors topic.
3. Click the Next button to review the Competitor Analysis.

Can I substitute my own questions in Kiplinger's Business Plan Writer?
You have the ability to describe how any question should be interpreted for your business or industry.

1. Display the question and click on the Create Note button.
2. Enter your explanation and click on the Back button.

Each user can read your note for assistance in interpreting the question.

How do I access Plan Write Central?

1. Choose the Plan Write Central option from the File menu and follow the instructions.
2. Enter a password of your choice. Please write this password down somewhere. You will need the password to access the account later.
3. Select Create New Account and the registration dialog will be displayed.

Each editor must have his own copy of Kiplinger's Business Plan Writer installed on his computer.

How do I add an organization chart to my plan?
Use any graphics program to create an organization chart and save it as an image file. Then choose the Image command from the Insert menu to include the image in your plan document. A simple organization chart can also be described entirely in text.

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