Editing a Year

1. Starting from the top navigation, click > Planner > Settings > Year.

2. In the line of the year you want to edit, click the pencil icon.

A dialog box opens.

3. Optional: Edit the name of the year. When creating, a year is named with the year written as a number, e.g. 2014.

4. Optional: Edit the planning type of the year.

Note: You cannot change the planning type of a year if at least one budget entry has already been created for the year. Remove all budget entries for a year if you want to change its planning type.

5. Optional: Edit the reference currency.

6. Click Save.

7. If you have changed the planning type, a dialog box will be displayed.

8. If you have changed the planning type from Top Down to Bottom Up:

   1. Click Yes.

9. If you have changed the planning type from Bottom Up to Top Down:

   1. Choose which exchange rate to calculate with, the highest or lowest.

   2. Click Yes.

You have edited the year.