This article applies to LiquidPlanner Classic. To view the documentation for Portfolio Manager (formerly LiquidPlanner New), visit the Portfolio Manager Help Center .
You can cross reference LiquidPlanner plan items, or attach web links on any plan item via the Edit Panel . Scroll down to the Links section, or jump to it by clicking the paper clip icon at the top of the edit panel.
Click “Add” and you’ll see two options: Cross Reference and External Link.
Cross Reference Plan Items
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To cross reference another plan item in LiquidPlanner, click Add > Cross Reference.
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You can either navigate through the workspace items, or use the search field, to locate the plan item.
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Check the box next to the plan item name. Click OK.
External Links
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To attach an external web link, click Add > External Link.
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Enter the URL for the external web link and enter a description. Click OK.
