Making New Projections
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Very Quick Start > Building New Projections
To start constructing a new set of projections, reload WORKPLAN.XLS (or TESTPLAN.XLS) and immediately save it with an appropriate new file name. Then proceed as outlined below.
Note that assumptions and forecasts should only be entered into the designated assumption reports. Output reports (e.g. Income Statements, Cashflow Projections etc.) contain extensive formulae which generate the projections. The only exceptions are the prior-year income statement in the Income Statements and the opening balance sheet in the Balance Sheets which must be entered directly into these reports.
Be sure to save the Exl-Plan XLS file at regular intervals. When doing this, use incrementing file names e.g. PLAN-1, PLAN-2 etc. so that you can easily step backwards if necessary.
See also Quik-Start at the Start worksheet and Online Tutorials.
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