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LivePlan comes with a standard outline that includes all the necessary information for a typical business plan. However, we understand that each plan is unique and may require specific modifications. You have the option to customize the default titles of chapters, sections, and topics in the plan outline to better fit your preferences. For instance, if your business only sells products and not services, you can change the default title "Products and Services" to simply "Products."
Changing the title of a chapter or section
- In the Plan section, under the View & Edit section, click Edit Outline at the bottom of the chapter summary:
- Hover over the item you'd like to edit. A pencil icon will appear to the right of the title. Click the pencil icon. The title will be highlighted. Type in the new name:
- Your changes will be saved automatically.
Changing the title of a topic, table, or chart
- In the Plan section, under the View & Edit section, click Edit Outline at the bottom of the chapter summary:
- Click the pencil icon to the right of the title you want to change and enter a new title:
- Your changes will be saved automatically.