The Basics

NaviPlan Help uses the following conventions:

Convention	Description
<Variable>	Items contained within angle brackets are words, terms, or phrases that appear in NaviPlan that are drawn from user-entered or user-selected information. For example, <client> is used in Help to represent the first name of the client as entered by you. If you are creating a plan for Mr. John Doe, you should understand all instances of <client> to mean John.
Bolded and Italicized Text	Text that is both bold and italic indicates an item that appears on the screen. For example: All new accounts will appear under theQualified and Non-Qualified Accounts container.
Bolded Text	Bolded text is used to indicate an item on the screen that Help directs you to click. For example: Click the Add Account button to add a new account.
Italic Text	Italicized text refers to a file, document, or section that exists within Help or another document outside the NaviPlan application. For example: See the Introduction User Manual for more information on plan analysis levels.
Collapsible Text Holds help content until you are ready to view it.	NaviPlan help is organized into a series of collapsible text drop-downs. This allows you to get an at-a-glance view of what is on each help page and quickly access the portions of the page relevant to your needs. You can easily identify a collapsible text container by looking for the (collapsed) icon or the (expanded) icon. You can use to expand all collapsible text on a page or use to collapse it.
Switches	Occasionally, you will find switches in NaviPlan Help. These switches are used to refine the help content on the page so that it is targeted to you. Switches add and remove text based on your selection. Whenever you see switches they will be presented along with instructions on how to use them. For an example of this behavior, toggle the switch to the left. This text can be added and removed using the switch!

There are several new or improved features in this version of NaviPlan's Help system that you will want to familiarize yourself with:

• Enhanced Search: Improvements have been made to improve the accuracy of NaviPlan's search. Additionally, you can refine your search using the Search Filter located inside the search bar at the top-right of the screen.
  
  Note: When you perform a search, the Help system will highlight where in each topic it located your search terms, this allows you to locate what part of a page you need to focus on. To remove these highlights, select
• Improved table of contents layout: The table of contents is now organized to match the structure of the planning process in NaviPlan. Use the table of contents as you work to follow-along with your progress in NaviPlan.
• Expandable Glossary: Selecting the Glossary tab allows you to see a list of important terms that you will find throughout Help. Select any of these terms to get a quick definition. Note that using the Glossary will not change the page you are on, this allows you to get important terminology information without losing your place.
• Improved Print Feature: Selecting Print Topic from the toolbar will automatically expand all drop-down text on the page and prompt you to print. This ensures the most printer-friendly version of Help possible.
• Expand and Collapse All Feature: Use Expand All or Collapse All to open and shut all drop-down text on a page.

There are several ways to find help using this system:

• Search: The quickest way to find what you're looking for is to use the search feature. For best results with the search feature, follow these steps:
  1. Enter a set of a few key words or a short description of what you are trying to find into the Search field.
  2. Use the refine your search, you can select one of four options from the menu:
     • All Files: Selecting this option will search all help files for your search terms. Note that this may result in a large number of search results.
     • Help Pages: Selecting this option will search for planning objectives, procedures, and details related to your search.
     • Report Pages: Selecting this option will search for standalone report pages related to your search.
     • Graph Pages: Selecting this option will search for standalone graphs related to your search.
  3. Click
  4. Review the titles and descriptions of the search results and select the one that best fits your needs.
  5. You can use your browser's Back button to return to your search.
• Table of Contents: The table of contents organizes this system's content to match the planning process in NaviPlan.
  • Use the and to expand and collapse sections.
  • Items marked with a are topics and contain help information.
• Context-Sensitive Help: When you access Help from NaviPlan, you will automatically be taken to a Help page relevant to what you were working on in NaviPlan.

Additional Resources

• Furthermore, you will find links to related videos and additional documentation on many pages within the Help system. Use these resources to enhance your knowledge on specific topics.

• NaviPlan Help: This option opens the Help. The page that opens by default is based on where you are in the location. For example, selecting this item from the Accounts page will open a help page detailing accounts in NaviPlan.
• Learning Center: Access webinars, videos, and additional training materials.
• Support: Select this option to contact Advicent Solutions Partner Support with questions or to ask for assistance with any issues you may encounter.
• About: This option will give the most recent information regarding your version of NaviPlan and legal disclaimers.

Help pages

Section	Description
Title:	This is the title of the help page, it mirrors the title of a location within NaviPlan.
Breadcrumb:	The breadcrumb will tell you the location of the items discussed on the help page starting with the highest-level category and working down to the lowest.
Anchors:	These hyperlinks allow you to jump down longer pages to see specific sections without having to scroll.
Planning Objectives:	Planning Objectives represent information that will help you accomplish larger planning goals. For example, the Planning Objectives section will not tell you how to perform small procedures on an individual page, it will inform you on how the actions you take affect your clients' plan at large.
Procedures:	The Procedures sections lists any unique workflows available on the given page.
Screen Notes:	The Screen Notes section will inform you of miscellaneous details about items on the relevant page. This information is generally not necessary to complete a workflow but may answer some of your more detailed questions.
Related Information:	The Related Information section links you to other resources on the same (or similar) topics.

Note: Not all sections appear on every page. Sections are only added to pages where they are relevant.

Standalone Report pages

Section	Description
Title:	This is the title of the help page, it mirrors the title of a location within NaviPlan.
Breadcrumb:	The breadcrumb will tell you the location of the items discussed on the help page starting with the highest-level category and working down to the lowest.
Anchors:	These hyperlinks allow you to jump down longer pages to see specific sections without having to scroll.
Report Uses:	This section will tell you what the report does at a high level and make a recommendation for how to use this report with your clients.
Report Details:	This section will give detailed information for each element that appears in the report.
Report Settings:	Some reports allow you to customize what data is shown and how it is displayed. This section informs you of these options when they are available.
Related Information:	The Related Information section links you to other resources on the same (or similar) topics.

Note: Not all sections appear on every page. Sections are only added to pages where they are relevant.

Standalone Graph pages

Section	Description
Title:	This is the title of the help page, it mirrors the title of a location within NaviPlan.
Breadcrumb:	The breadcrumb will tell you the location of the items discussed on the help page starting with the highest-level category and working down to the lowest.
Anchors:	These hyperlinks allow you to jump down longer pages to see specific sections without having to scroll.
Graph Uses:	This section will tell you what the report does at a high level and make a recommendation for how to use this report with your clients.
Graph Details:	This section will give detailed information for each element that appears in the report.
Graph Settings:	Some reports allow you to customize what data is shown and how it is displayed. This section informs you of these options when they are available.
Related Information:	The Related Information section links you to other resources on the same (or similar) topics.

Note: Not all sections appear on every page. Sections are only added to pages where they are relevant.

NaviPlan is structured hierarchically with each category and sub-category containing a specific span of information and fields.

The structure is as follows:

1. Section
   • This is the highest level of hierarchy. A section contains several categories related to a larger planning objective.
   • An example of a section:
2. Category
   • A category is a part of a section and constitutes a single part of the larger planning objective to which the section pertains.
   • An example of a category:
3. Page
   • A page is part of a category and addresses a specific aspect of that category.
   • An example of a page:
4. dialog box
   • A dialog box is a prompt for additional information not present on a page and appears in a new window.
   • An example of a dialog box:
     
5. Subtab
   • A subtab is a further refinement to a dialog box containing a subsection of the specific topic covered by the dialog box.
   • An example of a subtab:

The look and feel of NaviPlan is designed to give you information about its use. This section explains the conventions used on the screen to communicate this information to you.

Screen item	Description
/	These labels indicate that a field is required. That is, you must enter valid data into this field before you proceed to a new page.
	Use these buttons to work sequentially through the planning process. The and will navigate to the previous or next page (respectively). The and buttons indicate that you are about to navigate to a page in a different category or section.
	These containers appear when NaviPlan has important information to give you regarding plan data, an error, or other significant event. There are several different colors for these containers, each of which has a slightly different meaning. Blue: A blue container delivers information to you. This information—while important—is not critical and usually does not constitute a problem. Yellow: A yellow container displays a warning. These warnings are not necessarily critical but their implications should be considered carefully. Red: A red container indicates that an error has occurred and will include a brief description of the issue. Contact Advicent Solutions Partner Support (888.692.3474) for help resolving problematic errors.
	Grey buttons, such as the one to the left, are found throughout NaviPlan and are used for a wide variety of purposes. The title of these buttons will clearly indicate their use to you. For example, the button to the left will generate the Assets/Liabilities report.
	This arrow is found attached to other buttons throughout NaviPlan. Clicking this arrow will open a menu of options. For example, clicking this arrow for will open a menu displaying the types of liabilities you can add.
	You will find this button in the top-right corner of dialog boxs throughout NaviPlan. Clicking this button launches the Help system. Furthermore, you will find a smaller-sized version of this button attached to specific items on your screen. Clicking these will give you a small description or note about that particular item.

The following procedures apply to many locations in NaviPlan and work the same way in all cases. For example, the procedure for adding and account is no different from the procedure for adding a liability. Therefore—to save time —they are described here as part of The Basics.

In rare cases where these procedures do not apply, Help will give more explicit instructions on the relevant page.

Procedure	Description
Adding items to NaviPlan	To add an item to NaviPlan, you must first navigate to the appropriate page (e.g. liabilities are added from the Cash Flow page). From the appropriate page, select the blue Add <item> button. Note: There may be an arrow attached to this button containing further options. For more information on this arrow see the Screen Conventions section earlier in this document. At this point one of two things will happen: For simple items, a new row will appear for that item in the relevant table or container. Enter data in all relevant fields. For more complex items, a dialog box will open prompting you for additional information. Enter data in all relevant fields; when you are satisfied with these options, click OK.
Deleting items from NaviPlan	Deleting items from NaviPlan is simple. Select the for the item you wish to delete and confirm your choice.
Getting more information about an item	To view or add additional details for an item in NaviPlan, select for that item.
Standalone Reports and Graphs	To access any of NaviPlan's standalone reports or graphs access Quick Actions - Reports menu and select the report you wish to generate. Note: Many pages will contain a button to generate a report relevant to the contents of that page (). You can also generate standalone reports using this button.
Override Information	Occasionally, you will find locations in NaviPlan where information has already been entered or assumed. In these cases it is sometimes necessary to override this information. To do so, follow these steps: Select the Override option associated with the item. The Override option will appear in one of two ways in the Scenario Manager: As an unlabeled check box beside a disabled field: . As a labeled check box: . Enter new information. If applicable, click OK.

• In most plans, the clients' current resources and strategies do not meet their goals. With NaviPlan you can create What-if scenarios that contain additional assumptions and strategies to help develop an optimal solution for your clients.
  • NaviPlan allows you to create these What-if scenarios inside your existing plan so there is no need to create duplicate plans.
  • NaviPlan allows you to compare multiple plans side-by-side so you can easily understand the advantages and disadvantages of each.
  • You can produce reports for each What-if scenario you create. This enables you to easily demonstrate the value of your planning.
  • Even in a plan where the clients' goals are currently adequately funded or overfunded What-if scenarios can still be used to find an optimal solution.
• Once you have modeled your clients' current situation in NaviPlan use these What-if scenarios to make recommendations. For help using the Scenario Manager, see the Scenario Manager Help page.

Note: An active internet connection and the ability to view .wmv files are required to use this video.