How to restore business plan Version?

Restoring a previous version of your business plan allows you to retrieve past iterations effortlessly, ensuring that no critical data or insights are lost.

Whether you need to revert to an earlier version due to changes, mistakes, or new strategic directions, the Business Plan Builder Settings provides a simple way to restore your saved versions.

This guide will walk you through the step-by-step process of restoring your business plan version, allowing you to manage your planning efficiently and maintain a backup of important information.

Steps to restore business plan Version:

1

Open the business plan builder and go to the Settings section. Click on Manage Plan Versions to access your saved versions.

2

A list of available plan versions will be displayed. Locate the version you want to restore and click on Restore Version.

TIP: If you need to create a business plan version, click here for a step-by-step guide.

3

A confirmation popup will appear. To ensure your current plan is backed up, check the Create an auto-backup version before restoring option.

Then, click on the Create Backup Version & Restore to continue.

4

Once completed, the system will restore your selected business plan version. The backup of the previous version will be saved under the Plan Version.

Restore from an existing version section:

Once you have created a business plan version and later reset your plan, you can effortlessly restore your saved plan version using this option. This feature allows you to quickly revert to a previous version without losing your progress.

To use this function, ensure that you have already created a plan version before resetting or modifying your current business plan. By selecting the Restore Version option from this section, you can seamlessly bring back your previously saved version and continue working without any interruptions.

This functionality helps maintain backups of different versions of your business plan, ensuring that you can always restore an earlier version whenever needed.

Restoring a business plan version helps you quickly revert to a previous iteration without losing your progress. By following these steps, you can easily retrieve and manage your saved versions whenever needed.