What’s New in LivePlan: Copy Forecast Items, Links, and GDPR
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 firstname.lastname@example.org or contacting us on twitter @liveplan.
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:
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.
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.