Plan Management

Jirav makes managing your plans easy! In the manage section of the app, you change any plan window for specific focus and usage.  

Go to "Plans" and use the dropdown menu to then "Manage Plans"

This will take you the area where you've saved (or will save) and create plans for your business. Here, you can easily control versions of your plans to keep your data reliable while collaborating with other members of your team. You simply need to make changes to the dates to adjust the time periods for your data set.

Actuals Start

 

The actuals start date of your plan will be the first month the of historical financial data.

Forecast Start

 

This is the date where your actuals end and your forecast begins. You can adjust this date to help make comparisons and track performance to original plan. 

Forecast End

 

The Forecast End is the date for your plan is when the model cuts off; in Jirav, this is typically 3 to 4 years after your start date.

Clone a Plan

One of the advantages of Jirav is the ability to create clones on plans and make changes to the new cloned plan and see how those changes compare to your original plan. To do this you would select "Clone" from the three line menu that appears to the left of the Manage Plans table.