Frequently Asked Questions
The fastest way to find a solution to any problem is to review this list of questions.
Other users may have already encountered the problem you are trying to resolve.
The questions are organized into major categories.
You can search these questions using the Find command (on your browser Edit or Search menu).
A1: What do I do when I try to open the downloaded file and the file is corrupted?
- Something interfered during the download. Try the download again, then contact us if you continue to have problems.
A2: What do I do when I try to open the downloaded file and it asks what program I want to use to open it?
- When the file was downloaded, you chose to rename it with an extension other than .EXE so the file cannot be executed.
Rename the file with the extension .EXE and try again.
A3: I am getting an error code 1303, installer has insufficient privileges when I try to install.
- That message indicates that you do not have installation permission on this computer. Please contact your Network Administrator to install the software.
B1: How do I change the order of the topics in the outline?
- 1. Choose Plan Layout from the Tools menu.
2. Select the topic you want to move.
3. Choose commands on the Order menu to move a topic up or down in the outline. You may also promote a topic to a higher level.
B2: How do I insert graphics into my plan?
- 1. Position the cursor at the point in the document where you want to place the image.
2. Choose the Image command (on the Insert menu). Use the File dialog to select the file you want to insert.
3. Choose the Insertion Mode.
The "insert as character" will cause the image to be treated like a text character with the image moving with the text. The image will be inserted at the point where the cursor was positioned. Once you have chosen the position you may not move it. If you wish to change the position, click on the image, delete it and then re-insert it at the desired position.
The "place at position" option allows you to choose a "Text Displacement" of "by lines" or "by words".
The "by lines" option will cause the text to flow around the image a line at a time.
The "by words" option will cause the text to flow around the image a word at a time.
B3: How do I move, size, or delete a graphic?
- To delete, select the image and hit your delete key.
To move, select the image, hold down your Alt key, and drag with your mouse.
To re-size, select the image, choose Image Attributes (on the Format menu) and modify the horizontal/vertical scaling or percentage.
You can also place your cursor at the corner or sides of the image border and drag inward or outward.
The moving and sizing options only work if the Insertion Mode was set to Place at Position.
B4: How do I add topics (text, worksheets, or charts) to the plan?
- 1. Choose Plan Layout from the Tools menu.
2. Select a topic near where you wish to add a topic.
3. Choose Before or After or Child (on the Insert menu).
4. Type the title of your added topic entry and then hit the Enter key.
5. Double-click on your added topic, which will prompt you to choose the type of entry this is to be - text, chart, or worksheet.
B5: How do I delete a topic in the outline?
- Please read this carefully! It is best to use the Exclude Topics command under the Tools menu. This allows you to un-exclude later.
Deleting a topic has major consequences, so always back up your plan.
The plan outline may cover more factors than are appropriate for your plan.
You have the ability to delete any topic from the outline, however, you should be very cautious in doing so.
If you delete a topic, the related "rationale" is lost, even if you add a topic back in the same location with the same label.
Because the outline is hierarchical, if you delete a topic that has subordinate topics, all of the subordinate topics are deleted as well.
To delete a topic, follow these steps:
1. Open your plan, Choose Plan Layout from the Tools menu.
2. Select the topic and hit the Delete key on your keyboard.
*** Note *** If you accidentally delete a topic, it can be restored by immediately choosing the Undo command (on the Edit menu).
B6: How do I change the font?
- To change the font of the outline text:
1. Choose Plan Layout from the Tools menu.
2. Select the topic you want to change. Choose Font for Selected Topics (on the View menu).
When typing in the text entry pages, you can set the style and size of any text.
For Worksheet fonts, check the category on financial statements further down on this page.
B7: How do I change a chart?
- You can change the type of chart by clicking on the Chart Wizard icon (at the top).
Numerous display formats are available.
You can change the contents of the chart by clicking on the Worksheet icon (at the top).
Modify the title or contents on the worksheet as desired.
Save the worksheet using the Save command (on the File menu).
B8: How do I transfer my plan to another computer?
- The same software program must be installed on the other computer.
When you created the plan you chose a name and a location to store it. You can either email the plan to the other computer or save it to a disk or CD.
1. Exit the program.
2. Email the plan as an attachment or save to a disk or CD.
3. Copy the file onto the second computer into the My Documents folder.
B9: How do I rename prospect/customer categories in the charts?
- In the Narration section you are asked to enter the names of the
market segments and what % of your revenue comes from each segment. This information which can be changed at any time
The Market Segments chart graphs the names and numbers you entered.
B10: How can I review the list of competitors and their products/services that I have entered?
- 1. Click on the Interview button (on the left) and then on the Navigate button.
2. In the outline, double-click on the Competitor Names topic.
3. Click the Next button to review the Competitor Offerings.
B11: Can I substitute my own questions in Plan Write or Quick Insight?
- You have the ability to describe how any question should be interpreted for your business or industry.
1. Display the question and click on the Create Note button.
2. Enter your explanation and click on the Back button.
Each user can read your note for assistance in interpreting the question.
B12: How do I create a new file with Insight for Sales Strategy?
- Each copy is designed to track all the sales for one person.
There is no limit to the number of accounts that can be included in the file.
Another sales person must have their own copy of Insight for Sales Strategy which will have its own file.
The managers version of the program combines multiple files to create a department forecast.
B13: How do I add an organization chart to my plan?
- 1. While in a text entry section of the plan choose the Organization Chart command (on the Tools menu).
2. Create the chart then select the Copy button. Follow the directions for inserting into the text of the plan.
B14: How do I create my own rationales for topics I have added?
- There is no way for you to create a Rationale for sections that you inserted into the final plan outline.
B15: I type product names into Plan Write, but they do not show up.
- When you type in the names of the competitive offerings be sure to press the Enter key after typing in the name.
B16: On the interview section the boxes are too small; I have to scroll both right-left and up-down to read them, and the drop-down menus on the "pick an industry" page are not in full view and I do not have a scroll bar for the subcategories.
- Your screen size may be set to 640x480. Also, view your Windows display properties, click the Settings tab, then the Advanced button. Set your DPI setting to Normal.
B17: I want to prepare an input form to gather the information required to fill out your format for a business plan. How can I do this without having to go through each input item and copying it down?
- There are two main input forms, Interview and Narration. You can save each of these by selecting the Save As command under the File menu. Select either the Interview or Narration document, click the Document option, choose the RTF format option, then click the Save As button. Once in Word you can alter the information as you like and save as a DOC file. We also have the ability to Export/Import from Word in regards to the Narration text. This can be found under the File menu.
B18: How do I transfer the plan I am working on to another computer?
- As long as you are the only one using the software you can install on both computers. You will notice the name of the plan file you have created in the Title bar of the program. This plan file is likely saved in your My Documents folder. You can email this file to the other computer then save it in its My Documents folder and open it from the software.
B19: How do I import the answers from the Insight Questionnaire file into Business Insight?
- After creating a new plan you need to click the Resources shortcut on the left then select the Import Answer File command under the File menu. This assumes that you or someone else successfully created an answer file using the Insight Questionnaire utility.
B20: How do I set a default font in the Narration writing section for the whole business plan?
- To change the font for the entire plan:
Open the plan
Choose the Plan Layout command under the Tools menu
Choose the Font for Entire Document under the View menu
Change to the desired font
This changes the font type only and not the font size.
B21: What is the "New from Template" option for?
- Templates are often used in a large company that wants all the employees writing a business plan to standardize on a specific format. Consultants will also create templates that they can use for new clients. They will have a service industry template, a restaurant template, etc. There are sample plans built into the software and examples all the way through the plan. A template is something you would create after you have gone through the Narration and excluded certain sections and possibly, renaming the titles to the final plan outline. Save the edited plan with a descriptive template name. When you want to start from that plan as a template you can select the New From Template command under the File menu. Select the generic plan and then give it a new specific name when prompted.
B22: Can the finalized document be distributed by email via PDF or Word doc?
- Yes, you can save the final plan as a Word RTF document or PDF (on 32 bit systems). I would suggest PDF because it will retain all the formatting the software creates to make the plan look professional. Choose the Save As command under the File menu. Then choose PDF as the file format.
B23: Is there a way to export the entire plan into Microsoft Word for final polishing before I print?
- You can save the plan as a Word DOC file or an RTF file. If you save it as a DOC file you can make changes in Word then import it back into Plan Write with the changes. Our program will do a better job of printing the plan with TOC, headings, and footers.
Select the Save As command under the File menu.
Select the Business Plan option under the Documents heading.
Choose the Word Document *.DOC option under the Format selection.
Click the Save As button.
After you have made changes in Word and saved the document you can import changes back into Plan Write.
Start Plan Write and open your plan.
Click the Resources shortcut icon on the left side of the screen.
Select the Import from Microsoft Word option under the File menu.
Choose the document with the changes.
B24: I want to view what I have completed so far. But when I click on View a lot is missing.
- When you click on the View shortcut it contains all the work done in Narration, Financial, Milestones and the generated Charts. However, it shows it in a different order than how it was entered in Narration. For example, the Executive Summary is written last in the Narration but shows first in View. After clicking the View shortcut you can click the Navigate button in the bottom left corner of the screen. This shows the outline that controls the View.
There are several ways to preview the final plan. You can choose the Print Preview option under the File menu or you can save to Word with the Save As option under the File menu.
C1: How do I change the accounts receivable and payable periods?
- Click on the Financials button (on the left), then on the Navigate button, and then double-click on Receivables or Payables in the outline.
C2: How do I set my fiscal year to begin in a month other than January?
- The Interview section includes questions relating to the beginning year and
beginning month of the plan. After you have answered these two questions all
financial statements and work tables will reflect these dates. You can return
to these questions at any point and change the answers. The financial
statements will be updated appropriately.
C3: How do I set a unit price for a service?
- Because a service does not involve a physical unit with which you
can associate a cost, it is less obvious how to make sales projections.
We would recommend that you determine what the average value of your service will be and enter that as the unit price.
For example, if you offer a yard service that might range from a
simple yard mowing to tree trimming and landscaping, you must estimate
what your income will be from a typical customer. Similarly, if you
are a consultant, you would estimate the average you would bill
a customer and enter that as the unit price.
C4: How do I change the label of a row in a worksheet?
- 1. Click in column B of the row you want to change.
2. Select the Edit Row Label command (on the Edit menu).
3. Enter the desired label and click the OK button.
If changing the label on the Year One Income Statement the new label will be applied to all three income statements.
C5: How do I add more expenses to my Income Statement?
- Use the Create Detail command (on the View menu) to add as many expense categories as you need.
You can also select Insert under the Edit menu to insert new expense or income rows. This should be done on the Year 1 Income Statement as this will automatically insert the same rows on the other income statements.
C6: How can I create detail in a worksheet?
- 1. Display a worksheet, and select the range of cells (within a single row) for which you wish to create detail.
2. Choose the Create Detail command (on the View menu).
A new worksheet will be displayed with a labeled column for each of the selected range of cells.
3. Enter as much detail as desired for each labeled column and sum the detail on the bottom line.
4. Choose the Save command from the File menu.
5. A dialog box will be displayed specifying a range of cells to be exported into your primary worksheet.
If these are not the cells desired, correct the cell range. Choose the OK button.
Anytime you wish to change the data for this cell range,
double click on the cell and the detail worksheet will be displayed.
At the time you create the detail worksheet, an entry will be placed in the outline just below the entry for the primary worksheet.
It will be included in the printed plan unless you choose to exclude it from the outline.
C7: How do I remove a detail I created?
- This requires that you remove the link between the primary worksheet and the
detailed worksheet using the following steps.
1. Select the cells in the row for which detail has been created.
(Be sure that you do not include the Total column at the end of the row.)
Choose the Cell command (on the Format menu) then click the Protection tab. Click on the Locked
indicator to turn it off and the choose the OK button.
Select the cells in the row for which detail has been created.
(Again, be sure that you do not include the Total column at the end of the row.)
Choose the Clear command (on the Edit menu). Choose the Clear Only Content option, and choose the OK button.
Finally, when you created the detail, an entry for the detailed worksheet was placed in the
View Plan outline as a sub topic of the primary worksheet. You should remove this entry.
See Editing the Plan in the Help file for details on removing a topic.
C8: How do I change the currency symbol?
- For both text and worksheets, the currency symbol is set in the Regional Settings of your Control Panel.
Click the Start button, then select Settings, then Control Panel, and double click on the Regional Settings icon.
Click on the Currency tab and select the desired currency symbol. Click the OK button.
You may have to restart your computer to enable application programs to use the new currency symbol.
For charts, the currency symbol can be changed by:.
Click on the Charts button (on the left). Display the chart you wish to modify.
Click on the Worksheet icon (at the top). Change the $ sign to the appropriate currency symbol. Click on the Save button. Click on the Worksheet button again.
Follow these same steps for each chart you want to change.
If a cell in a chart is generated by data from a financial worksheet, it will use the currency symbol set for the worksheet.
C9: How can I use my own format for the Cash Flow statement?
- The Cash Flow Statement is generated using information from the Income Statement as well as your answers to the financial projections questions.
To insure the integrity of the projection, the format of the Cash Flow statement cannot be modified.
If you want a different format, you can create your own topic.
See Editing the Plan (in the Help file) for details on creating a topic.
However, if you create your own Cash Flow statement you will also have to create a Balance
Sheet statement since much of its information is drawn from the Cash Flow statement.
C10: How can I link two worksheet entries?
- The Copy Link command (on the Edit menu) copies all selected cells into the
clipboard in a special format appropriate for linking with other worksheets.
The Paste Link command (on the Edit menu) can
then be used to insert these cells at any location you choose in one or more other worksheets.
This action will create a permanent and dynamic link between the cells so that if the
contents of the cells copied with the Copy Link command are altered,
the alterations will be reflected in all of the destinations to which they were
linked using the Paste Link command.
C11: How do I change the color of a cell in a worksheet?
- Highlight the particular cell(s), choose Cell command (on the Format menu) then click the Color tab, and then choose the desired color.
C12: How do I export a worksheet to an EXCEL worksheet?
- 1. Display the worksheet and select the data cells to be copied.
2. Choose Extract (on the File menu). Select the file name and path where you want the extracted data to be written. The file will be written in XLS format.
3. You have the option of extracting just numeric values for each cell or formulas as well as numeric values for each cell.
C13: How do I fix worksheets that display asterisks instead of data?
- Asterisks appear in a cell anytime the number is too large to appear in the space provided.
To widen the cell, select the cell, choose the Column Width command (on the Format menu), and specify a higher width.
You may also place your cursor at the top of the column and click on the line on either side (the cursor will change to a vertical bar with horizontal arrows). Drag your cursor left or right.
C14: How do I get rid of the word "ERR" in the cells in my financial statements?
- The word "ERR" indicates a formula failed. This is usually caused by an error in one of the spreadsheets used in the Financials section prior to reaching the Income Statement. Review all the items in the Financials section to look for errors.
C15: How do I insert a row in a worksheet?
- To insert one or more rows, position on a cell then select downward the number of rows to be inserted. (For example, if you wanted to insert three rows in the Revenue section you could select cells B7 through B9.)
Then choose the Insert Rows command from the Edit menu. The rows will automatically be added to the Year 2 and the Five year Income Statements.
C16: How do I delete a row in a worksheet?
- To delete one or more rows, position on a cell then select downward the number of rows to be deleted.
Then choose the Delete Rows command from the Edit menu. The rows will automatically be deleted from the Year 2 and the Five year Income Statements.
C17: How can I modify the worksheets?
- A new worksheet that you have created can be modified any way you like.
The original worksheets we have provided for you are interlinked and are protected from extensive modifications that could harm.
You can, however, hide portions that you do not need and add detail that is unique to your business.
C18: Where do the numbers come from listed on the balance sheet as Other Assets and Other Short Term Liabilities?
- The definition of a balance sheet is that the assets must equal (or be in balance
with) the liabilities. If the information you have entered results in an
imbalance, the difference between the two will show up in one of these cells.
This may be because you have entered an asset with no associated expense, or
you may have entered expenses with no resulting asset.
C19: How can I change the values in the protected cells of the financial statements?
- Some cells are automatically generated for you.
These cells hold interrelated formulas. You cannot enter data directly into these cells.
If you feel there is something incorrect or missing in one of these formulas, you
should email the details of your request to the support desk.
C20: What does a circular reference error message mean?
- This error message occurs when you have created a formula that uses the contents
of the cell for which you are creating the formula, in the formula.
For example, if a formula, created for cell B20, was stated as +B10-B30 and you got a
circular reference error, then cell B20 is either being used in the
calculation of the value of B10 or of B30.
C21: How can I get a more detailed breakdown of salaries in the Income Statement?
- You have several rows to list categories. You can change the labels on these rows if you would like by selecting Edit Row Label under the Edit menu.
If you need more categories, use the Create Detail feature or see the instructions on inserting a row in a worksheet.
This will allow for you to list as many specific titles as needed.
The detailed worksheet information will tie into the original, as well as print out after the specific outline entry.
To learn more about this feature, go to Help, the Index tab, Spreadsheet Commands, and the Adding Detail to your Spreadsheet.
C22: How should I enter the expense for a lease of equipment or software?
- This expense would normally fall under the Operating Expenses category. If you would
like to show the detail for this item you may use the Create Detail command.
C23: How do I insert a row in a worksheet I created?
- To insert a single row, select a cell in the row just below where you wish to
insert the additional row. To insert multiple rows, begin with a cell in
the row just below where you wish to insert the additional rows, and select
downward the number of rows you wish to insert.
Then, choose the Insert Rows/Columns (on the Edit menu). A dialog
will allow you to choose from the option of Shift Cells Down or Shift Cells Right.
Click on the OK button.
C24: How do I insert a column in a worksheet I created?
- To insert a single column, select a cell in the column just to the right of where
you wish to insert the additional column.
To insert multiple columns, begin with a cell in the row just to the right of where you wish to insert the
additional columns, and select to the right the number of columns you wish to insert.
Choose the Insert Rows/Columns (on the Edit menu). A dialog
will allow you to choose from the option of Shift cells Down or Shift Cells Right.
Click on the OK button.
C25: Why does some portion of accounts receivable show up as income in the first month?
- There is an average of 30.41 days in a month.
If you specify a 30 day receivable period, the portion from the first day of the month can be collected as income in the same month.
You can avoid this by entering a receivables period of 30.5 (which will be displayed as 31) and the income for
one month (in the Income Statement) will appear as cash for the following month (in the Cash Flow Statement).
C26: How can I have a loan starting late in one year with payments not due until sometime in the next year?
- You must specify payments beginning in the same year as the loan.
C27: How do I change depreciation rates?
- You can change the depreciation rates, however, you should check with your accountant.
The 39 and 7 are standard rates recognized by the IRS.
To change one of the rates, click on the Financial button (on the left), and click on the Navigate button.
The outline will include a major topic labeled Depreciation.
Subordinate topics will be Buildings and Equipment.
Double click on the one desired, modify the depreciation period and press the Enter key.
C28: Can I have more than two depreciation rates?
- While the IRS currently allows three rates, 5, 7 and 39 years, the distinction
between what falls in the 5 year rate and what falls in the 7 year rate is
often confusing. We recommend that for your projection you take the
conservative approach and include all of your equipment under the 7 year rate.
Remember this is a five year projection and it is unlikely you can be exact
enough on equipment purchase projections for your depreciation schedule to have
a big impact on your profit expectations.
However, you can add a row under depreciation which you can title Other Depreciation and then use the Create Detail feature.
C29: How do I use the Customer Deposits feature?
- The Customer Deposits (in the Financial Projections section) should be used if a customer is giving you an advanced payment for a product or service that you have not yet provided.
Specify the cash income in the time period that you expect to receive it.
Make sure that you are not entering the figure(s) twice.
Look at Row 11 of the Year 1 Income Statement.
(Do not enter figures directly into these cells, as they are carried over from previous input.)
You do not want to include the advanced customer deposits/payments into Product/Service Sales - row 5 , as this would account for the monies twice.
C30: Why is the COPY LINK command missing under the Edit menu?
- Linking cells from one spreadsheet to another is allowed only in "user created" sheets.
C31: Where do you enter the stock purchases figure? Your solution calculates the purchase figure based on margin and sales. This does not give a true cash flow figure. For example, $500,000 of stock may be purchased in one month but the sales may only be $400,000.
- If you are receiving $400,000 in return for a $500,000 stake in the business you would enter the 400,000 in the Investment Capital section of the financials. You would then note in the Financial Assumption the value of that stock. This will be properly represented in your cash flow.
C32: How do I change the labels from specific months to Month 1, 2, etc.?
- You can change the labels in row 1 by unfreezing the titles and modifying them by hand.
View the Income Statement or Cash Flow.
Select the Unfreeze Titles command under the Options menu.
Enter Month 1 in cell A2 etc. for the other 11 cells.
Position in cell B2.
Select the Freeze Titles command under the Options menu.
C33: I am trying to fill in the cost of goods and it says the cells are protected. How do I get cost of goods filled in?
- The Cost of Goods label is simply a heading for the rows beneath where you will enter your specific costs; it is only a label row and does not allow numbers to be entered on that row. The first two rows are for production personnel. If you do not have personnel that specifically provide labor related to the cost of providing your service or manufacturing your product, leave these rows blank and hide them. You can use the rows beneath to enter your product or service specific costs. You can add more rows if you desire, change the label of the existing row or add a Details spreadsheet to itemize your costs. These will all total up for the category of COG.
C34: When I entered my financials I made notes using the "edit note" button. I would like to have these notes printed at the bottom of the income statement so people can see where I got the numbers from. How can I do this?
- Select Print from the File menu then click Business Plan under the Documents heading, then click the Page Layout button. Click on the Notes option. I would recommend that you use the Financial Assumptions section to justify your numbers rather than the Notes option.
C35: NFDA specific - I can not get the salaries to be entered into the system.
- This should be on rows 24 and 25 of the income statement. Double-click on cell B24 to enter one or more managers/owners salaries. Do the same on row 25 for non-management.
D1: How do I set the print margins?
- 1. Choose Print under the File menu, and the desired document.
2. Click on the Page Layout button and then on the Size/Margins tab.
3. Adjust the margins as you desire and then click OK.
D2: How can I keep an unused row in a worksheet from printing?
- You can either delete rows or hide them.
To hide a row, select the row(s) that you do not need and choose the Row / Hide command (on the Format menu).
This will hide the row(s). If you need the row(s) back, highlight the rows above and below the hidden rows and choose the Row / Height command (on the Format menu) then click the OK button.
D3: How can I increase the font size of the printed financial statement?
- Select the cells that you want to change, choose the Cell command (on the Format menu) then click the Font tab and change size from 12 to 16. You can also change the style from Regular to Bold.
Each financial statement is scaled as necessary to print on a single page.
For the 12 month statements this can cause the font to be quite small.
There are two ways this can be modified.
You can reduce the width of each column in the statement to the smallest width that will still
display your numbers. This will allow the program to increase the font size and still print the statement on one page.
The alternative is to have the program print the statement on multiple pages.
To achieve this choose select the Set Print Options command (on the Options menu) and turn off the option to Scale worksheets to print within margins.
D4: How can I choose a printer other than my default?
- When you choose a document to print all printers available to you on your network will be listed for you to choose.
D5: How can I email my plan to another computer for printing?
- Choose Send To under the File menu. Choose the document you want to send.
Choose the Rich-text or PDF (on 32 bit systems) format option and then choose the Send button.
The document will be saved then sent to the email address you specify.
D6: How can I make a worksheet print in my choice of portrait or landscape mode?
- Display the worksheet, choose Set Print Options (on the Options menu), change the orientation, and click OK.
D7: How can I print only selected topics of my plan?
- Select the specific outline entries you wish to be printed or exported.
Click on any topic in the outline to select it.
To turn the selection off, click on the topic again.
If none of the topics are selected, all of the topics will be printed.
D8: How do I print the questions?
- Choose the Interview document on the Print dialog.
D9: How do I print a specific page, but keep the page number(s) intact with what I have already printed?
- If you have previously printed your plan, but have now made some changes and want to print only a specific page(s) rather then printing the entire plan again, in order to keep the page numbers intact, you will need to do the following:
Do a Print/Preview of the entire plan. When previewing the particular page(s) that you want to replace in your already printed plan, click on the printer icon (on the top left). This will print only the page that you are previewing with the page number.
D10: How do I get rid of charts I do not need?
- We assume you will want to include only a few of the strategy charts in the final plan.
1. Choose Exclude Topics under the Tools menu.
2. Double-click on the charts you do not want to include.
3. Click OK.
D12: How do I get a Table of Contents for an exported rtf document?
- When you print a document within our program, a Table of Contents is included.
When exporting your plan to a Word document, page numbers and a Table of Contents are not created automatically for you.
You will need to tell your word processor what you want to do with this text.
Open the .rtf document with Microsoft Word.
Place your cursor at the top of the first page.
Choose the Break command (on the Insert menu), then Page Break, then OK.
Place your cursor at the top of the new first page. Choose the Index and Tables command (on the Insert menu). Click on the Table of Contents tab. Click OK.
You may also wish to add page numbers. To do this, go to Insert, then Page Numbers. The default will most likely be satisfactory to you (bottom of page, right hand side). If so, click OK.
D13: How do I print my plan with only my text and no Rationale?
- All printing, or saving to a file, should be done from the Business Plan document (shown in the Document list of the Print or Save As dialog). Select/highlight the items in the outline list (on the right of the dialog) that you want saved or printed. This will ensure that no Rationale is included in the document and will be in the order of the final business plan.
D14: How do I print the rationale section so I can think about the questions before typing?
- Select the Print command under the File menu.
Click the Narration option under the Documents heading.
Click the Page Layout button.
Check the Rationale option (bottom left).
Print the document.
You might consider saving the Narration section as a Word document then editing it from Word before printing.
D15: How do I exclude or eliminate the page numbers from printing in the document?
- Select the Print command under the File menu.
Click the Business Plan option under the Documents heading.
Click the Page Layout button.
Click the Footings tab.
In the white space under the ruler, delete the word Page. Then move your mouse over the number 1 until the mouse pointer becomes an arrow pointing straight up. Then click the mouse once and the number 1 will become highlighted. Then click the red X on the button bar above the ruler.
Click the OK button.
Page numbers will not be printed on the final business plan.
D16: When I print out my plan the 1st page is greater that 1.
- Click on the View shortcut on the left. Select the Print option under the File menu. Click the Page Layout button. Click on the Headings tab. You will see that the starting page number has been set to something other than 1. You probably changed this to re-print a page. The better way to re-print a page, after the entire plan has been printed, is to Print Preview the entire plan, scroll down to the page to be re-printed, and click the print button on the button bar.
E1: What operating systems do your programs require?
- Our software programs are designed to be used with PCs running Windows 10, 8, 7, XP.
E2: Do you support the MAC with Virtual PC?
- We have customers who are currently using our Windows programs on the MAC using Virtual PC.
No problems have been reported to us.
However, we do not have the equipment or the expertise to provide support for the MAC.
E3: Do you offer a specific sample plan for every industry?
- Our client base includes every industry. Rather than industry specific templates,
we offer expert guidance for every section of the plan in the form of rationale and examples.
The program guides you through the thought process required to best describe your business.
Your plan can be customized by adding topics, text pages, charts, and worksheets.
You can also customize the existing financial worksheets by modifying titles, as well as adding or removing content.
E4: Do you interface with Microsoft Excel, Word, and Project?
- Our programs interface with all components of Microsoft Office, but do not require them.
Our programs are complete and self-contained. They include everything you need including spreadsheets, text entry, charts, and graphics.
The worksheets are Excel compatible.
Data can be imported from an existing Excel worksheet, or exported to any Excel worksheet.
The formulas for standard financial statements are built-in.
The financials are flexible, as you have options to create detail, change titles, add additional worksheets.
It is a very comprehensive application, and I do not believe that you will find the need to do much modification.
The text portions are Word compatible. You can set tabs, change font size and style, add numbering and bulleting, etc. You can also import pictures and graphs into your plan document.
The plan can be printed directly from the program in final professional format.
You also have the option to export in Rich-text format for editing with other text processing software.
E5: Do you support languages other than English?
- Our client base contains an extremely broad range of international users. Our programs are offered only in English. The currency symbol, numeric format, and date format are controlled by the regional settings of your control panel.
E6: What is the current release version number?
- We are currently shipping:
Business Insight, version 10
Quick Insight, version 10
Plan Write, version 10
Insight for Sales Strategy, version 10
E7: What is unique about Plan Write for Hi-Tech Marketing?
- There are distinct differences Plan Write for Hi-Tech Marketing and the other Plan Write products. We chose the same user interface for all our programs. This allows you to learn one then be able to quickly utilize the other programs. It is specifically designed to help you document your marketing strategy. It contains numerous advantages for a hi-tech product. As you progress through the Narration there are several Milestones pre-populated with tasks that need to be completed. There are also numerous links directly to the marketing book included in PDF format. When you get to the financial projections there are detailed spreadsheets that itemize potential marketing expenses and their typical costs.
E8: Does Quick Insight have the functionality to run a comparison between plans or strategies?
- Quick Insight does not have a feature called Compare, like Business Insight does.
F1: How can I "force" a strategy for Business Insight?
Ex.: One of my analysis is coming up as a cost leadership strategy. We want to pursue a differentiated strategy. Which questions should I look at to skew the program into that direction?
- In order to determine what you must do to improve on a differentiation strategy you need to view the first chart, which is titled Generic Strategy Potential. Then double-click on the Differentiation bar. Isolate the factors that are causing you to have a low rating, double-click those to trace down then use the Improve button to determine what you must do to improve those factors.
F2: I am receiving a warning when I open one of my plans that says I am reaching the limit and I need to call technical support before I add any more info.
- We have made numerous improvements to our software in the last 2 1/2 years, including the ability to create a file greater than 32mb in size. Updating to the latest release would eliminate this limitation.
F3: In the Interview question, I am not sure whether to choose the Product, Service or Internet business. My business does not exactly fit into any of these categories.
- Many business can be classified as a service company, even if you sell a product. If your product could not stand on its own without your service component you have to view yourself as a service business. Positioning yourself as such will help you as you plan your business to ensure you remain focused on your core competencies. Of course you need to maintain a high-quality product, but your service must be on the forefront of your business plan. The outline of the business plan, within Plan Write, remains the same whether you choose product or service, but the example changes.
F4: How do I make Business Insight work for my small business that does not have a fixed price menu of deliverables?
- The place where revenue and service pricing is entered into Business Insight is mostly used to compare your offering with your competition. Specifically, are you higher or lower priced? Simply enter a number for your services as compared to the competition for the same service. Since Business Insight analyzes mostly the non-financial aspects of your business this will be sufficient.
Business Insight is designed to help develop your marketing strategy based on your core competencies, market conditions, competition and environmental factors. There is no single method for reviewing the analysis that is the same for every business. Interpreting the results is heavily based on reading it in light of your business.
F5: Why is there the outline heading "IMAGE" two separate times in the software? What is the difference between the two?
- The first image section is addressing your company image and the second one is specific to your promotional efforts and the image you want to portray when promoting your business. You can exclude one of them depending on the type of business you have and your promotion campaign.
F6: What is the meaning of the initials in marketing plan SWOT?
- Strengths, Weaknesses, Opportunities, Threats
F7: Business Insight asks questions about only one service (or product). How do I evaluate the business strategy when it has four service lines, each with a different focus?
- Because each service has a different focus you will likely have different strategies for marketing each service. I would answer all the questions that are true for each service, like company information and anything else that may be similar. Then save that file as a "template." Then open the template file and save it as a service specific file and answer the unique questions. Then do the same for the other services. You can use the Compare feature to see each service side-by-side and how the results differ.
G1: When launching the application I get an (E450 cannot open graphics server) error - and hence can get no charts etc.
- First try to restart your computer then run Plan Write and see if the problem goes away. If not, there is probably a file in your Windows\System\ folder (or Windows\System32\) that should not be there. Look for a file named GSW32.EXE. If there, delete it then restart your computer and run Plan Write.
G2: The Update Product Now... feature does not work. I get the error: Unable to Connect to Internet.
- What is likely happening is that you have a firewall system that is keeping programs from accessing the web internally. If you have a firewall security system please temporarily disable it, update the software, then enable the firewall.
G3: I am getting an Internet Explorer Script Error when in the Interview section of Business Insight.
- Microsoft says this problem is caused when a file named FM20.dll is not installed in your operating system. This file is usually installed with Microsoft Office. It can also be installed with Microsoft ActiveX Control Pad which is available at:
G4: When running Insight for Sales Strategy I am getting an error: Run time error 339 Component Graphs32.ocx or one of its dependencies not correctly registered: a file is missing or invalid.
- Some other program has installed the Graphs32.ocx in the System32 directory and it should not be there. Insight for Sales Strategy has installed its version in the Program Files\Insight for Sales Strategy\ directory. The two files are in conflict. You need to delete the following files from the System32 directory:
- Gswag32.dll (if present)
- Gswdll32.dll (if present)
G5: I cannot open a plan that was saved to a CD. When I try to open it I get ERROR: PLAN WRITE DOES NOT SUPPORT LIMITED ACCESS to read only plans, choose another plan or create a new one.
- You need to copy the file from the CD to the hard drive on the computer. The only thing left to do is to turn off the READ ONLY attribute to the file. When viewing the file name in Windows Explorer you can right-click the file name and choose the Properties menu command. A screen will pop up with the option to turn off the read only. After this you can open the file in Plan Write.
G6: I tried to run the Insight Questionnaire and I got a "script error."
- Although we do not require Excel or any Microsoft Office product to interface with Business Insight, our software does utilize a DLL installed when Office is installed. Please install any Microsoft Office product to ensure this DLL is installed or see question G3 for other options.
G7: Business Insight is not able to save the data from the questionnaire or from any direct input.
- Can Business Insight save your company name on the Interview screen? If not, it is a registry problem (see instructions below). If it does save your company name or any other information that you type into a box but does not save information in the Pull-downs (0-10 lists) then it is the Office issue addressed above.
Select Start then the Run command.
Enter Command in the Run dialog and click OK.
You will get a black Command window.
Type cd progra~1 and press Enter
Type cd busine~1 and press Enter
This should take you to the Business Insight folder under the Program Files folder.
Type regsvr32 biaccess.dll and press Enter
It should tell you that it succeeded.
Type exit and press Enter.