Working with the Business Plan Pro Starting File

Business Plan Pro 15th Anniversary Edition produces a file format with an extension, .bpdx. This format is used by Business Plan Pro to keep a business plan. Assignments for class will use a customized .bpdx file created especially to work with The Plan-As-You-Go Business Plan.  The file can be downloaded from the step 2 link below.

Step-by-step

  1. Install Business Plan Pro. Notice the video tutorials, and the extensive help, and the technical support available for free by email or telephone.
  2. You can use this link to get the MinimumBusinessPlan.bpdx file. How you actually download depends on which browser you use. For example, in Internet Explorer you right-click the mouse and use the “save target as” option to download a file. Get the file downloaded and saved on your disk.
  3. Open this minimum business plan file from within Business Plan Pro.
  4. VERY IMPORTANT: use the Save-As command to save the file with a different name. You don’t want to work with the original, because then you can never start over; and you’ll run the risk of having a classmate using the same name.
  5. VERY IMPORTANT: Don’t use the tasks view option provided in the software. Instead, use the Outline view to work on your business plan. This starting file has a customized outline directly associated with The Plan-As-You-Go Business Plan approach to creating a business plan. All assignments have been written for this custom outline; working in the Outline view will guarantee that you see what is being discussed during the class sessions.
  6. VERY IMPORTANT: Use the Plan Setup to make sure you’re set for the standard plan: not the simple, and not the more detailed. If you don’t, then the wrong outline points show up.

Your screen should look something like this, with instructions showing on the upper left, an action window in the lower left (for text or tables), and the outline in the right.

If you have questions about this, you can use the Business Plan Pro help facility — search for bpdx — or call Business Plan Pro Technical Support at 1-800 229-7526 (international callers, use 1-541-683-6162). Phone support is available for registered customers from 8:30 a.m. to 4:30 p.m.,  Monday through Friday, Pacific Time.

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