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  1. Palo Alto Software
  2. LivePlan basics

LivePlan basics

The essentials to managing your account and getting started with LivePlan

  • Creating and managing companies

    In LivePlan, a Company is a container that holds a Plan, Pitch, Forecast (or multiple forecasts), Benchmarks, Schedule, and Dashboard. Feel free to create as many companies in your account as you like.

  • Managing your account

    How to manage various aspects of your LivePlan account.

  • Quick Answers

    Get answers to our most frequently asked questions here.

  • LivePlan for advisors, consultants, and educators

    Looking to incorporate LivePlan into your practice or curriculum? Are you a student using LivePlan? Find your answers here.

Quickstart Guides

    LivePlan Assistant

    Upgrading your LivePlan account from Standard to Premium

    What's new in LivePlan

    FAQ for Students using LivePlan

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