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Business Plan software

Business Planning Blog

Updating multiple business plans 

September 3rd, 2006

Q: I am using Rosetta Business Planner PLUS and I want to check is it possible to work with two or more saved plans, because I want to consolidate data from few plans in another one without having to enter data manually.

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A: It is certainly possible. It can be achieved by using “Connect to MS Excel file” function.

First of all instead of entering data directly into any business plan you will need to enter data into MS Excel spreadsheet. Once this is done you can link any number of business plans to the same part of spreadsheet via “Connect cells to MS Excel file”.

As result when you update the data in Excel it will automatically update all the associated business plans without the need for any additional data entry.

I have used this method many times to produce analysis for different companies within one group and consolidate the results together.

This entry was posted on Sunday, September 3rd, 2006 at 4:55 pm and is filed under Knowledge Base. You can leave a response, or trackback from your own site.

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