How do I edit, delete, and copy forecast entries?

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. 

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. 

You can edit any part of your entry. Click Save & Exit when you're done:

To discard changes, click on the back arrow in the upper-left corner of the editor window:

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:

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 inline editing. To use the inline 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. 

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.

• In the forecast: Click on the action menu (three vertical dots) to the right of the forecast item and select Delete:

• In the editor: Click the More actions dropdown near the top-right of the forecast editor and select Delete:

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 you have already entered in the forecast (such as a revenue stream, expense, or asset.) navigate to the Forecast Overview and click on the section that contains the entry you wish to copy.

Find the table of your entries and click on the actions menu (three vertical dots) next to the forecast item you wish to copy.

Select Duplicate from the menu:

Name the duplicate forecast item and click Make a copy:

Note: Duplicated forecast items will retain all settings and forecast figures of the original.