Revising a Plan
Reopening a saved plan, changing figures, adding and removing rows — and the two things that do not behave the way a spreadsheet would.
Targets are not locked. A plan can be revised at any point in its period — mid-quarter reforecasts, a price change, a new product added in month four. Open the plan and press Edit Plan.
What You See When You Reopen
The grid loads every row that has a saved target, in the order the targets come back, with the figures filled in.
| Cell mode | What is reconstructed |
|---|---|
| Amount | The saved amount, exactly as stored. |
| Quantity × Rate | The saved quantity, and the rate worked back out as value ÷ quantity, rounded to two decimals. |
The plan stores the quantity and the value, never the rate. Reopening divides one by the other and rounds to two decimals — so 7 units at 33.333 saves a value of 233.33 and reopens as a rate of 33.33. The value you planned is unchanged; only the displayed rate is rounded.
Revising
Click the cell and type over it. The row, period, and grand totals move as you type.
Use the Add button. It lists only rows not already in the grid. See Adding rows.
Existing lines are overwritten, new ones are created, and the confirmation counts each.
The Two Things That Do Not Behave Like a Spreadsheet
Emptying a cell, or setting it to zero, means the save skips it. The saved figure is still on the plan, and it reappears the next time the grid is opened — and it keeps counting toward the plan's totals and attainment in the meantime.
The × on a row takes it off the grid you are editing. Save writes what remains; it deletes nothing. The row and its figures return the next time the grid is opened.
To genuinely remove a target: open the plan's Overview, expand the period or the row, click the line in the breakdown, and delete it on the target row page. That page removes one target line — one row in one period.
Keeping the Original Budget
There is no version history on a plan and no snapshot, so overwriting a figure loses what it was. When the original budget needs to survive a reforecast, build the revision as a new plan rather than editing the old one — name them clearly, e.g. "Sales Plan - 2026 (budget)" and "Sales Plan - 2026 (H2 reforecast)". Both list on the Planner home and both can be exported.