Contents
 What is iPlanner.NET
 How it works
 Creating  a Business Plan
    Open and Add Projects
    Team Building
    Start and Setup
    Opening Balances
    Worksheet Features
    Saving and Team Work
    Publishing and Sharing
    Plan-Builder
    Financial Inputs (Lite)
    Financial Statements
    Sales Forecasting
    Labor Cost
    Other Operating Expenses
    Fixed Assets
    Paid-in Capital
    Business Loans
    Grant Financing
    Other Operating Revenue
    Dividends
 Management
    Managing Projects
    Adding Subunits
    Managing Users
 Resources
    Other Small Business Resources
 Maintenance


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Home > Creating a Business Plan > Plan-Builder

Plan-Builder

BUSINESS PLAN

The "BUSINESS PLAN" section of the iPlanner software is intended for composing the structure and contents of the complete business plan document.
For every chapter, you can insert text, also select financial tables, charts and pictures belonging to the chapter.

The left column displays the business plan structure, which originates from the business plan template.  A business plan template is selected when the project is added.

It is possible to change the document structure in the course of business plan development. Chapters can be added, deleted, relocated, and the order of chapters can be changed and chapters themselves renamed.

To select a chapter, click on its title.

To design a title page for a business plan, click on the highest branch of the structure (project title by default).

It is possible to copy/paste or enter text to each business plan chapter, as well as to decide which tables, graphs and pictures should be included in the selected chapter.



  Chapter text		 Insert or copy/paste the chapter text. You can use Plan-Builder text editor tools to format your text.

Copy/paste text from an outside source

When copying text from an outside source it may that the copied text looks irregular. There are several methods for formatting text. You might want to pay attention to text editor's toolbar

Business plan template
An efficient way to copy from MS Word, is by using "Paste from Word" feature Business plan templates, which removes Word specific markup before copying.
Another useful aid is "Paste Plain Text" feature , which removes all HTML markup before copying, leaving only text.
If you have already copied from outside source, Format Stripper  Business plan format feature might be helpful in cleaning up the text format. In that case, the most efficient selection is "All HTML Tags", which removes all HTML markup, leaving only text.

Copy/Paste choices open with a right-click as well (provided that the cursor is located in text editor area).
 Chapter tables To determine the financial tables included with a chapter, click on the "Tables" link (located on the right column of the worksheet).
Select tables to be included with the chapter. Tables' content is always in sync with the financial data of the business plan.
  Chapter graphs
 As with tables, you can choose which financial graphs should be included with the chapter. To do this, click on "Graphs", and select the graphs to be included with the chapter.
Graphs will be composed for the entire planning period and on a monthly basis.
 Chapter pictures To add images, click on "Pictures".
You can upload image files and add them to selected chapters. We encourage you to use popular file types like .GIF, .PNG, .JPG, .TIF, etc. Some of the more exotic file types may not go through. iPlanner checks whether the file type name includes "image". The maximum size of an image file is 1Mb.
 HTML-templates You may want to take use of "Template manager" tool (it's placed on editor's toolbar). With the Template manager tool, various pre-designed HTML-templates can be utilized (SWOT analysis, Competitors, Road-map ect).
 


Commenting on a business plan

Users can leave comments on chapters of the business plan.
To view and/or add comments, click on the "Comments" link (the right column of the worksheet).

If there are comments on chapters, the number of comments will be displayed in brackets next to the title.
If there are new comments, which the user has not seen yet, the number of comments will be displayed in red.


Chapter preview 

To preview a chapter, click on the "Preview"  link (see the right column).
Preview allows you to see how a currently processed chapter will look like in the published document.

Working with chapters

Business plan chapters can be added, deleted, or changed position (moving up or down) and relocated.

Add chapter
To add a chapter, you should first select the chapter to which you want your new chapter.
If the new chapter is one of main chapters, you should click on the topmost branch of the structure tree (the project name, by default). After that, click on "Add chapter". After adding the chapter, enter a title for the chapter.

You can work with chapters by using the right-click as well. To do this, the cursor would have to be in the structure-tree area.
Delete chapter
 Select chapter. Click "Delete."
Move chapter up or down
 It is possible to change the position of a chapter within a branch.
Select a chapter. After that click on the upward or downward pointing arrow.
Relocate chapter
 This is necessary when you want relocate a chapter below another main chapter (branch).
To do this, point the cursor to the chapter that is about to be relocated, then hold the left mouse button down and "drag" the chapter to its new location.


See more

Saving and Team Work
Publishing and Sharing
Team Building