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.
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: