DCS - Financial Planning Form (FPF) - Cloned

The Financial Planning Form is the first step to creating a program in CSIS. The following documents take a user through the steps of creating this form for a cloned program - a program that has been held before and the new program is created with information copied from the previous instance.

  1. DCS - FPF - Cloned - Choose Instance (Program) to be Copied (Cloned)
  2. DCS - FPF - Cloned - Program Categories
  3. FPF - Cloned - Relationships
  4. FPF - Cloned - Relationships - Presenters
  5. FPF - Cloned - Program Costs - Set Default Costs
  6. DCS - FPF - Cloned - Program Costs
  7. DCS - FPF - Cloned - Actions - Format for Print and Finalizing Financial Planning Form