How do I manage my projects?

In The Business Plan Shop,our software, you can create projects in 4 different ways.

1/ Creating a blank project

• You’ll be given a business plan outline, including all the sections that are integral for a business plan and instructions on how to use them
• The project itself will be empty and you’ll be able to fill in all of the details about your business

2/ Creating a project using a business plan template

• Select a business plan template of your choice and upload it to our software to receive a business plan outline with both the editorial and financial forecast sections populated with the template data that you can adapt and replace to fit your project

3/ Creating a project using an existing project

• This enables you to update an existing business plans a couple of months down the road. You will start with the previous project's data, with the option to start from a given month. For example, if you created a plan starting in January 2022, you can create a new project using that data from June 2022.
• This mode can also be used to create new scenarios and compare the financial statements of each variants - like an upside and downside case

4/ Creating a project using a company’s financial data as a budgeting base

• This is only applicable to existing businesses who already have historical financial data imported in our software
• It prevents you having to build a budget from scratch

To create a new project:

• Firstly, click on the “create new project” button above the table
• You’ll now need to fill in details about your new project
• Finally, press save and close

If you are on desktop:

• Firstly, use the filters above the table to locate the project that you want to edit
• Hover your cursor over that project. An edit button will now appear
• Click on the edit button
  • Change the title of the project by entering its new name in the text box allocated
  • Change the company that the project belongs to by selecting from the dropdown menu
• Finally, press OK.

If you are on mobile:

• Firstly, use the filters above the table to locate the project that you want to edit
• Click on the more options button at the end of the row. An edit button will now appear
• Click on the edit button 
• Change the title of the project by entering its new name in the text box allocated
• Change the company that the project belongs to by selecting from the dropdown menu
• Finally, press OK.

If you are on desktop:

• Firstly, use the filters above the table to locate the data you want to delete
• Next, hover your cursor over that row. A delete button will now appear
• Click on the delete button
  • You’ll now get a message with the heading “Confirm Deletion”
  • Click “OK” to delete the project 
  • Your project will now be deleted

If you are on mobile:

• Firstly, use the filters above the table to locate the data you want to delete
• Click on the more options button at the end of the row. A delete button will now appear
• Click on the delete button
  • You’ll now get a message with the heading “Confirm Deletion”
  • Click “OK” to delete the project 
  • Your project will now be deleted

Note:

You cannot delete the active project. 

If you want to delete it, make another project active first (or create a new project if you haven't already).

If you are on desktop:

• Firstly, use the filters above the table to locate the project that you want to copy
• Next, hover your cursor over that project, and click on the copy button that appears
• Your project should now be duplicated.

If you are on mobile:

• Firstly, use the filters above the table to locate the project that you want to copy
• Click on the more options button at the end of the row. A copy button will now appear
• Click on the copy button and your project should now be duplicated

If you are on desktop:

• Firstly, use the filters above the table to locate the project that you want to give access to
• Hover your cursor over that project. An access button will now appear
• Click on the access button 
• Using the table, you can change the access type / permission level for all users 
• If you haven’t already invited a user, you need to do this first before you give access
• Follow the rest of the instructions in the “access view” help tab

If you are on mobile:

• Firstly, use the filters above the table to locate the project that you want to give access to
• Click on the more options button at the end of the row. An access button will now appear
• Click on the access button 
• Using the table, you can change the access type / permission level for all users 
• If you haven’t already invited a user, you need to do this first before you give access
• Follow the rest of the instructions in the “access view” help tab

Note that the current project you are working on will say "active" next to its project name

If you are on desktop:

• Firstly, use the filters above the table to locate the project that you want to work on
• Hover your cursor over that project. An activate button will now appear
• Click on the activate button 
• Your project should now have changed

If you are on mobile:

• Firstly, use the filters above the table to locate the project that you want to work on
• Click on the more options button at the end of the row. An activate button will now appear
• Click on the activate button 
• Your project should now have changed