Copying a business plan

You can make a copy of any business plan you've already created. It's a simple way to replicate Plan content that you want to keep, and then add edits to it. 

Finally, you can create a copy of a business plan to use as a template for future companies. Simply create a “template” workspace, and then just make a copy of it each time you create a new workspace for your new company.

To copy a business plan:

1

Create a new workspace: Follow the instruction to create and set up a new workspace. Follow the wizard and stop when it asks to select a business plan template.

2

Select a business plan template: While selecting from a business plan template there is a tab to choose from your own business plans. Select your existing business plan and the system will copy all the contents to your new workspace. all the business plan chapters will be copied to your new workspace