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  3. Creating and managing companies

Creating and managing companies

In LivePlan, a Company is a container that holds a Plan, Pitch, Forecast (or multiple forecasts), Benchmarks, Schedule, and Scoreboard. You can create as many companies in your account as you like. Each account has a limit on how many of these companies can be active for editing and sharing at one time, but it's easy to switch between your active and archived companies any time.

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  • Switching between active companies or plans in LivePlan
  • Setting up a new company
  • Adding an additional company, pitch, or plan
  • Changing the company name
  • Archiving a company or plan
  • Copying a company or plan
  • Restoring an archived company or plan
  • Deleting a company or plan
  • Removing chapters, sections, or topics from your plan outline
  • Restoring a chapter or section you've deleted from your plan
  • Moving a chapter, section, or topic in the plan outline
  • Managing your companies, pitches, and plans
  • Choosing the forecast start date when you create a company

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