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Customizing your Plan Outline
Customizing your Plan Outline

Question:
I am almost finished with my plan, and have realized that there are some topics that do not apply to my particular business situation. How can I delete or rename some topics, as well as add custom topics?

Answer:
You can Add, Delete, and rename topics in your plan by going into the Plan Outline, available in the Text menu and at the bottom of your Business Plan Pro screen.

  • To delete a topic, simply highlight it and choose Delete Topic. WARNING: Subtopics will also be deleted automatically.

  • To rename a topic, highlight it, and choose Rename. Change to Custom Topic Title and give the topic a new name.

  • To add a topic, simply highlight the previous topic and choose Add Topic. This will provide you with topic number options. Select the topic number that you wish to add and name it.