Copying a company or plan Follow

In LivePlan, a Company is a container that holds all of these documents and tools:

  • Pitch
  • Plan
  • Benchmarks
  • Schedule
  • Dashboard

You can make a copy of any company you've already created. It's a simple way to replicate Pitch, Plan, or forecast content that you want to keep and then add edits to it. Copying a company also comes in handy if you want to quickly forecast different scenarios with different start dates for the same business. 

Note: You can also use the multiple forecast scenarios feature in LivePlan Premium to create several different forecast scenarios within a single company. When you use that feature, all the forecasts must have the same start date.

Finally, you can create a copy of a company to use as a template for future companies. Simply create a “template” company, and then make a copy of it each time you create a new company.


To copy a company:

  1. Click on the portrait icon at the top-right of your LivePlan window. Next, click Manage Account:
  2. Select Companies from the menu:
  3. Under the desired company, click Copy
  4. In the dialog that appears, give the copy a new name, select whether you would like to include comments from the original plan and if the plan will be shared with contributors from the original plan (if any):
  5. When you’re finished, click Make a Copy. The copy will be placed in your active companies list unless you have reached your active company limit. If you have, the copy will be stored as an archived company. If you need to make the copy active, you can archive the current active company and then restore the copy.


More on managing your companies:

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