Copying a forecast item Follow

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:

  1. Click on the Forecast tab, and choose one of the forecast categories:
    forecast_tab.png
  2. Mouse over the forecast item that you wish to copy:
    Image_2019-04-10_at_11.00.08_AM.png
  3. Click on the copy icon:
    copy_icon.png
  4. In the dialog that appears, give the copy a new name:
    copy_forecast_item.png

When you’re finished, click Make a Copy. The copy will appear as an item in your currently selected forecast category.

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NOTE: Copied forecast items will retain all settings and forecast figures of the original.
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