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


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Home > Creating a Business Plan > Open and Add Projects

Open and Add Projects

Open project

To develop a business- or financial plan with iPlanner.NET software, you must first open a project. 
Move to "Dashboard" > "Startpage". Click on the "Open a project.." button. Select the workspace, subunit and the project to open.


Open a project

Add project

Projects can be added, deleted or changed by workspace administrators.

To add a project, go to "Dashboard" and select "Projects" (on the left). Select the workspace and subunit where the project shall be added. Click "Add new project".


Add new project

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Team Building
Start and Setup