Forecast Notes

Posting Forecast Notes

Account owners, contributors, and guests can all post notes in the Forecast section, on any item in the forecast, making it easy to explain forecast assumptions and share ideas between different team members. Notes can be made in the title field of the forecast item and the individual monthly or annual cells of any item in your forecast.

Forecast notes are only displayed within the LivePlan application; they will not appear in the downloaded plan document or the print preview. 

To post a note:

  1. Mouse over the forecast item where you'd like to place a note. When the cursor is placed over a field where notes can be added, three dots will appear: 
    three dots highlighted on forecast revenue page.png
  2. Click on the three dots and select Add/edit note:
    add_note_menu.png
  3. The Notes sidebar will appear along the right side of your LivePlan window:
    add_a_note_here.png
  4. Once the note is complete, click the green arrow to save:
    save_note.png

The newest note will appear at the top of the notes for that forecast cell. A cell with multiple notes will be displayed from most recent at the top to oldest at the bottom.

note_added.png

 

Viewing notes

A yellow triangle in the top-right corner of the forecast item or cell indicates that there are notes for that item. Click the triangle to view any notes for that cell:
note_indicator.png

The name of the forecast item containing the notes is displayed at the top of the Notes sidebar. Click the "X" next to the name of the forecast item in the Notes sidebar to view all forecast notes:
notes_sidebar.png

When all notes are displayed, clicking on the note location will show only notes for that forecast item:

Screen_Shot_2022-06-29_at_12.07.34_PM.png

Forecast notes can also be viewed by clicking the Notes icon, located near the top-right of your LivePlan window:

Expand_note.gif

 

Editing a note

All users can edit their own notes. LivePlan account owners can edit the notes of others. Company creators (contributors with permission to Create and Manage companies) that create a new company will also be able to edit the notes of others.

To edit a note:

  1. In the Forecast section, bring up the Notes sidebar by clicking the Note icon near the top-right of your LivePlan window or by clicking on the yellow note indicator in the forecast item:
    forecast_notes_icon.png
    or
    forecast_note_detail.png
  2. Click the three vertical dots next to the note that you wish to edit, then select Edit:
    edit_note.png
  3. Make any desired changes to the note.
  4. Click the Save button:
    save_edit.png

 

Deleting a note

As with editing, all users can delete their own forecast notes. Only LivePlan account owners and company creators can delete the forecast notes of others.

To delete a note:

  1. In the Forecast section, bring up the Notes sidebar by clicking the Note icon near the top-right of your LivePlan window or by clicking on the yellow note indicator in the forecast item:
    note_icon.png
  2. Select Delete:
    Screen_Shot_2022-06-29_at_12.17.52_PM.png
  3. In the overlay that appears, click Delete Note:
    Screen_Shot_2022-06-29_at_12.18.00_PM.png

See Also:

 

 

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