In LivePlan, a Company is a container that holds all of these documents and tools:
Each time you create a new business plan or pitch in LivePlan, you are creating a new company.
You can create as many companies in your LivePlan as you like, but only one of them can be active at a time, which means it can be edited and shared with others. All non-active companies are stored in your archive.
If you need more than one active company in your account, you can upgrade to include more.
To add another company, you'll first need to archive the one that is currently active.
- Once you have archived your current active company, you'll see that you now have space available in your Active Company limit:
- Click on the Companies menu at the top of the screen. (Note: if one of your companies is currently active, you'll see the name of that company in place of the word "Companies.") Click Create New Company:
- Follow the steps for setting up a new company. For more details, read Setting up a new company:
- After creating your company, you'll have a choice of which point you'd like to begin working in it - the Pitch, Plan, Forecast, or Scoreboard. Click the box you prefer to get started:
For more details on managing your companies, see these articles: