LiquidPlanner Basics

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CLASSIC LiquidPlanner

Pre-Spring 2021

For customers planning with our original product.

NEW LiquidPlanner

Launched Spring 2021

Learn about our re-imagination of planning and our new product design

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The Right-Click Menu

Right-click on a plan item to take advantage of the right-click menu where you can quickly access popular commands.

The commands available to you on this menu will vary, depending on which plan item(s) you have selected at the time.  Commands that are not active will be grayed out.