LogoLogo
Navigating the Excel Add-In
Navigating the Excel Add-In
  • 🏅Best Practices
  • 📚My books are closed - what do I do?
  • ⏬Installing the Drivepoint 2.0 Add-In
  • ☝️Core Functions of the Drivepoint Add-In
    • 📺Intro: Video Walk-Through
    • 🔓Signing In
    • 🏠Home
    • ⬇️Import Data
      • 🗺️Mapping Financial Accounts
    • 📅Model Roll Forward
      • ❓Help! I accidentally rolled forward?!
    • ☁️Sync to Drivepoint
    • ⁉️Scenario Planning ("Create New Plan")
    • 📈Import Plans to Compare in SmartModel™
    • ❓FAQ on the new Add-In
  • 🔐Permissions
    • 🫂Creating and Managing Groups
  • 🗑️Removing the old Add-In "Drivepoint Legacy"
Powered by GitBook
On this page

Was this helpful?

  1. Plans

Viewing saved Plans

Use this guide to compare and view existing saved plans.

Last updated 2 months ago

Was this helpful?

The easiest way to compare existing saved plans is in the Drivepoint platform:

  1. Navigate to the

  2. Click on "Plans" on the left sidebar

  3. Select and compare various saved plans

Would you like to change the name or description of saved plans?

  1. Click on the "..." in the "Plans" webpage

  2. Select "Edit" to change names or descriptions

Would you like to clean up the "Plans" View?

  1. Click on the "..." in the "Plans" webpage

  2. Click "Archive" to remove any plan (❗️cannot be undone)

Secret Tip🤫: You can also see a list of all plans in the Excel Add-In

  1. Select the Drivepoint Add in menu

  2. Click the View Plans icon in the Excel Ribbon

  3. View your saved Plans and summaries. You may need to scroll to see all your saved plans.

📃
Drivepoint Platform