What’s New in LivePlan: Copy Forecast Items, Links, and GDPR

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We have a few new features in LivePlan to announce this week. If there’s something you’d like us to work on next, let us know by emailing help@liveplan.com.

Copy forecast items

You’ve been able to copy your entire forecast to create a new scenario, but sometimes you just need to copy individual line items in your forecast for similar types of revenue items or expenses.

Now you can do exactly that in LivePlan. Just hover over the item you want to copy and click the copy icon:

LivePlan update

Add links to your plan text

If you want to link to external content or research that you haven’t included in your LivePlan plan, you can now add links to any external URL. Those links will be clickable when you export your plan to Word or PDF as well.

LivePlan business planning update

Updates for GDPR compliance

If your company needs to comply with GDPR (the General Data Protection Regulation for people in EU countries), you can now do that on your own directly in LivePlan.

Account owners have the option to view and accept our Data Processing Agreement (DPA), and also enter additional, optional data related to the DPA. They’ll find this in the “Security and Compliance” section when managing their account.

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Noah Parsons
Noah Parsons
Noah is currently the COO at Palo Alto Software, makers of the online business plan app LivePlan.
Posted in LivePlan Updates

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