Managing Account
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      Changing the Plan Year

      If you see the year 2014 when attempting to publish your business plan, don’t worry—this is just a system default image used to display the brand color on the first page. The actual year of your business plan can be customized as needed.

      Steps to Check and Change the Plan Year

      1. Navigate to the Business Plan page of the company you want to edit and open the Cover chapter.

      2. Under the General section, click the Plan Year dropdown and select the year you want to set for your business plan.

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      Your changes will be automatically saved.


      Following these steps ensures that your business plan reflects the correct year before publishing or exporting.