Print the Business Plan
Before making changes to the Business Plan / Department Plan, we recommend making a backup copy first, as all changes made overwrite the previous version. Use the Quarterly Printout to create a PDF copy of the Business Plan / Department Plan. Here are the steps:
- Click Meetings in the top menu bar.
- Click on the Gear icon (Edit Meeting) button to the right of your meeting.
- Select Quarterly Printout from the menu on the left-hand side.
- Select the Include Business Plan / Department Plan checkbox.
- Click Save.
You should now see your PDF backup and can choose to save it as a PDF or print it.