Inserting custom topics Follow

Business_Plan_Pro_retiring.png

This menu command (or toolbar button) in Business Plan Pro lets you create a new chapter, second-level topic, or third-level topic in the Plan Outline.

Click the Outline button to display the Outline on your screen.

  • Highlight the topic level that the new topic will be inserted at:
    • Chapter level = 1.0, 2.0, 3.0, etc.
    • Second level  = 1.1, 1.2, 1.3, etc.
    • Third level      = 1.1.1, 1.1.2, 1.1.3, etc.
  • From the Outline toolbar:
    •  Click Insert
    • Click Topic.

The Insert Topic dialog will display. Choose one of the following options:

New:

  • Type the New topic title in the text box.
  • Click the Insert button.
  • Click the "New" radio button.

Existing:

  • Click the "Existing" radio button to the left.
  • Highlight a topic name from the existing plan outline.
  • Click the Insert button. 
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