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In LivePlan, each forecast item can be modified as needed. This means you can easily update any of the data, delete entries that are no longer relevant, or make a copy of an existing entry to use as a template for new projections.
Editing a forecast entry
To edit an item that you have already entered in the forecast (such as a revenue stream, expense, or asset), first navigate to the Forecast Overview. Next, click on the section that contains the entry you wish to edit.
Find the table of your entries at the bottom of the page, then click on the green title of the item you want to update.
Clicking any green title will open the editing options for that item.
You can edit any part of your entry. Click Save & Exit when you're done. To discard changes, click on the X in the upper-left corner of the editor window or select Discard Changes from the More Actions dropdown menu:
Click Discard to return to the Forecast or Cancel to continue editing the entry:
Note: In certain tables, such as the Personnel and Financing tables, you may need to click the triangle icons to expand the lines so you can access the editable entries, as shown below:
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In line editing in the forecast
Line entries that have been entered using the varying amounts over time can also be edited more directly in the Forecast’s Table View using in line editing. To use the in line editing you’ll need to expand your forecast entries so that you can access the editable portions of the entry. When you hover your mouse over the figures you’ll see a smaller inner box highlight the figures that can be changed.
Please note that you’ll only be able to inline edit the values that have been input using the varying amounts over time entry method.
Deleting a forecast entry
Forecast items can be deleted from two different places: from the forecast table or list, or from within the editor overlay when viewing a single forecast item.
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In the forecast (Table view): Click on the empty white space within the name heading cell of the item you want to delete, as shown in the example below:
Clicking on the white space will bring up further editing options at the top of the forecast table. Select Delete and confirm to delete the forecast item: -
In the forecast (List view): Click on the three dots to the right of the forecast item you want to delete:
Select Delete and confirm to delete the item from your forecast: -
In the editor: Click the More actions dropdown near the top-right of the forecast editor:
Select Delete and confirm to delete the forecast item:
Copying a forecast entry
You can make a copy of any forecast item that you've already created. LivePlan will take all settings and figures entered in the original item and apply them to the new forecast item.
Note: Forecast items can only be copied from the same category as the original. For example, copies of a revenue item will always be copied to the revenue section of the forecast.
To copy an item in the forecast
To copy an item you have already entered in the forecast (such as a revenue stream, expense, or asset), navigate to the Forecast Overview. Next, click on the section that contains the entry you wish to copy.
Find the table of your entries and click on the green title of the item you want to copy.
Click on the empty white space within the name heading cell of the item you want to delete, as shown in the example below:
Clicking on the white space will open additional editing options at the top of the forecast table. Select Duplicate, input a name for the new forecast item, and click Make a Copy to duplicate the forecast item.
The copy will appear as an item in your currently selected forecast category.
Note: Copied forecast items will retain all settings and forecast figures of the original.