---
title: Setup Method
description: "The Setup method screen will give you two options: 1. Add a blank template -  Select this option when you are starting from scratch.   2. Copy an existing PlanGuru analysis - Select this option when y"
---

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# Setup Method

The Setup method screen will give you two options:

1\. Add a blank template -

 Select this option when you are starting from scratch.

![](https://help.planguru.com/hubfs/Knowledge%20Base%20Import/planguru.zendesk.comhcarticle_attachments360005803911image.png)

 

2\. Copy an existing PlanGuru analysis -

Select this option when you want to copy another analysis that has already been created, or if you must change a setup option that cannot be updated in the analysis you had previously built (for example the First projected year & "Actuals" settings cannot be updated in an analysis that is already built)

![](https://help.planguru.com/hubfs/Knowledge%20Base%20Import/planguru.zendesk.comhcarticle_attachments360005803991image.png)

By selecting this option you can use a previously created analysis as a template. Accounts, and forecasting methods will be inherited in the new analysis, you will also have the option of bringing along historical data and actual results.   

 

 

 

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