You can make a copy of any forecast item that you've already created. LivePlan will take all settings and figures entered in the original item and apply them to the new forecast item.
Note: Forecast items can only be copied from the same category as the original. For example, copies of a revenue item will always copy to the revenue section of the forecast.
To copy an item in the forecast:
- Click on the Forecast tab, and choose one of the forecast categories:
- Mouse over the forecast item that you wish to copy:
- Click on the copy icon:
- In the dialog that appears, give the copy a new name:
When you’re finished, click Make a Copy. The copy will appear as an item in your currently selected forecast category.
NOTE: Copied forecast items will retain all settings and forecast figures of the original.