How do I edit or delete forecast entries? Follow

Any entry you make in the LivePlan forecast can be updated or deleted at any time.

Editing a forecast entry

If you want to edit an item, you have already entered in the forecast (for example, a revenue stream, expense, asset, etc.), first navigate to the desired page of your Forecast tab.

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Look for the table of your entries near the bottom of the page, then click on the green title of the item you'd like to update:

revenue_streams_highlighted.png

 

Clicking any green title will open the editing options for that item.

edit_revenue_stream_highlighted.png

For most entries, you'll have a series of overlays to navigate through in order to access the original numbers. Use the Next and Back buttons to navigate between them or click on the section numbers, as shown below:

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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-right corner of the editor window:

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Click Discard to return to the Forecast or Cancel to continue editing the entry:

discard_changes.png

Note: In certain tables, such as the Personnel table, you may need to click the triangle icons to expand the lines so you can access the editable entries, as shown below:

expand_forecast_items.gif

 

Deleting a forecast entry

To delete a forecast item you've already entered, click on the three dots that appear when you mouse over a forecast entry:

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Select Delete from the drop-down menu:
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Click Delete to confirm or Cancel to go back without deleting the forecast item:
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