Adding and editing plan tables Follow

Adding a standard table

You can add any of LivePlan's pre-built tables to any section of your plan. Some of these are already included in the Financial Plan section of your default plan outline, but you can move them anywhere in the plan you want.

To add a standard table:

  1. In the Plan tab, at the bottom of the left sidebar, click the Outline link:
    edit-charts-tables-outline.png
  2. At the top of the sidebar, select Tables:
    editing-tables-menu.png
  3. In the left sidebar, click on the table you want to add to your outline and drag it to the new location. Drop it there:
    editing-tables-adding.gif
  4. Your changes will save automatically.

 

Adding a custom table as an image

LivePlan does not support the creation of custom tables. You can only add the pre-built tables that are available in the Outline page. If the ability to define your own tables would be valuable to you, please contact us

Although you can't build custom tables within LivePlan, it is still possible to include custom tables in your plan. To do this, simply create the table in Excel or another table-creation tool, and then either save the table as an image or take a screenshot of it. Finally, use the Add an image option in the text editor to insert the table image into the text:

upload-image-button.png#asset:1943

For more on adding the image to your plan, read Adding and removing images

 

Editing a table

You can change a table’s title, but you can’t directly edit the table's data in a LivePlan table. To change the data, you have to go back to the area of the Forecast tab that the numbers were drawn from. For example, to change the data in the Revenue Forecast table, you need to click the Forecast tab and edit the Revenue and Direct Costs sections of the forecast.

 

Removing a table for later use

If you remove a table item from your plan, it is stored in the Available Content area. You can always add it back to your plan again later.

To remove a table:

  1. In the Plan tab, at the bottom of the left sidebar, click Edit Outline:
    edit-outline-button.png#asset:1983
  2. Click on the table title you want to remove, and drag it to the left sidebar. LivePlan will automatically place it back in the Tables list: 
    editing-tables-removing.gif
  3. Your changes will save automatically.
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