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Navigating the Excel Add-In
Navigating the Excel Add-In
  • πŸ…Best Practices
  • πŸ“šMy books are closed - what do I do?
  • ⏬Installing the Drivepoint 2.0 Add-In
  • ☝️Core Functions of the Drivepoint Add-In
    • πŸ“ΊIntro: Video Walk-Through
    • πŸ”“Signing In
    • 🏠Home
    • ⬇️Import Data
      • πŸ—ΊοΈMapping Financial Accounts
    • πŸ“…Model Roll Forward
      • ❓Help! I accidentally rolled forward?!
    • ☁️Sync to Drivepoint
    • ⁉️Scenario Planning ("Create New Plan")
    • πŸ“ˆImport Plans to Compare in SmartModelβ„’
    • ❓FAQ on the new Add-In
  • πŸ”Permissions
    • πŸ«‚Creating and Managing Groups
  • πŸ—‘οΈRemoving the old Add-In "Drivepoint Legacy"
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  1. Plans

Can I edit Plans?!

With the September update you are able to update plans soon - stay tuned!

Last updated 8 months ago

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Unfortunately, currently Drivepoint does not offer an editing functionality to plans. However, we are working on a feature like this. If you have an urgent need to enable this, please help us accelerate the feature in the roadmap by sending us a request .

πŸ’‘ Pro Tip - Another way to 'edit' a Plan:

Since plans can't be edited directly, the way to go about this in Drivepoint is to reload the assumptions from a saved plan into your working model, make the changes you want, and then save a new plan.

To reload from a saved plan, navigate .

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