Home > Creating a Business Plan > Saving and Team Work
Saving and Team Work
It is recommended that you occasionally save changes made to the business plan. To do this, you should click "Save" (top right).
What is the difference between clicking the "OK" button and the "Save" procedure?
Clicking on the "OK" button stores the input and results in a recalculation of the financial engine, but to change the business plan in the server's database, and to make the changes visible to other project team members, click "Save."
In detail
| Save |
Changes to the business plan are saved in the server's database. Also the changes made by one user become visible to others.
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| Save as... |
You can save a copy of the project under a new name.
It is possible to save a copy with your project team, or without. It is also possible to save only structures (chapters, titles for revenues and expenses).
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| Reload |
Users can work on the most recently recorded data (saved version of the business plan). This means that changes saved by other users will appear as well.
NB! Action "Reload" means that you will return to the most recently saved version and changes that were not saved, will disappear.
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Have you lost your data?
However, if project changes were not saved (the browser was closed, Internet connection was lost, etc.), and when you open the project and the data is lost, you can contact technical support through worksheet "Help." If it happened recently, then we can restore the project data.
About team work
Regarding work on a joint business-plan project:
- The user, who has made changes, clicks "Save."
- Others can see these changes when they click "Reload."
"Save" and "Reload" functions of the software are relevant only in the "Business Plan" module. Changes in Operation Plan, Administration module, and other iPlanner sections are saved in the database immediately after clicking the "OK" button.
See more
Team Building
Publishing and Sharing
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