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The Setup Wizard is the front door to a new plan. It walks you through the inputs and assumptions a forecast needs, one step at a time, and saves each answer directly into your budget version. Every value goes through the same write path the rest of Novaplan uses, so nothing you enter here is a throwaway; it becomes part of your model.

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What This Screen Is For

Starting a forecast from a blank model is the hardest part. The wizard replaces that blank page with a checklist: it shows you exactly which assumptions matter, in what order, and lets you fill them in without hunting through the app. It is equally useful the first time you set up a plan and any time you want a structured pass over your core assumptions.

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How to Use It

1

Choose how to start

Pick the entry point that fits what you have on hand: I Have a File to import an existing spreadsheet, Guide Me to build your first rows interactively, or Ask Nova to describe your plan in plain language and let Nova draft the setup.
2

Work the checklist

The left rail lists the applicable steps for your scope (for example forecast assumptions and fringe rates) with a status on each. Only the steps that apply to your plan are shown. Collapse the rail to a thin strip when you want more room.
3

Fill in each step

The right pane holds the active step. Enter your values; each step saves on its own. Stuck on a step? Use Need a hand? in the footer for step-specific help.
4

Review and finish

Check your entries in the review grid. When the checklist is complete, the wizard confirms you are ready to forecast.

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Tips

  • Your place is saved in the URL, so you can leave and come back to the same step, or share a deep link to a specific one.
  • Prefer to move fast? Switch to autopilot to let the wizard advance through the steps for you instead of stepping through them manually.
  • The wizard only fills the inputs; run the forecast afterward so the engine projects your plan from the assumptions you just entered.