Business Plan Tracker Document Planner PowerControl ImageToPDF ImageToPDF for iPad
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If you have a request, are experiencing any problems, or have any general questions or comments, just send an Email. We usually reply within 48 hours.

businessplantracker@advisorgate.com

The following instructions show how to use this program:

To add new business plans and projects to the list press the add button. To delete records press the edit button.

Each record shows information about the business plan and project as well as the current status. If the status is "submitted" you can also monitor the number of submissions.

Provide information for each business plan and project. The project name, date and status are mandatory. You can export all data by Email.

Important: If you use the same project name for two or more business plans or projects versioning will be activated. Each new record increases the version by one.

The report tab provides all information about business plans, projects and submissions.

You can change two settings. "Show Alert Messages" will provide diffenrent status information. "Export comments" allows you to export all comments that have been added.