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 section and choose one of the forecast categories:
  2. Mouse over the forecast item that you wish to copy and click on the three dots :
  3. Select Duplicate:
  4. In the dialog that appears, give the copy a new name and click Make a Copy:

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.
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