Can I add new items that are not part of the client’s current plan?

Yes! To add new items to a client's proposal that do not exist within the Profile, you can click the Edit button in the lower right of the Action Items, and then click the Add New Items button. This allows you to add additional goals, income, expenses and more to just the Proposed Plan. After being added, these items will be easily identifiable by their darker gray color in the Action Items: