Create plans & versions FAQs
Who can create plans and versions?
Only owners can create plans and versions in Planning.
What do I define when I create a new plan?
Basic plan details, time frame, accounts, dimensions, data sources, and structure.
What is plan scope?
The time frame, accounts, and dimensions to include in the plan.
Can I change the scope after I create a plan?
No. To use a different scope, create another plan.
Can I create a multi-year plan?
Yes, plans can be up to five years.
Can I base a plan on an existing plan or an Intacct budget?
Yes. Create a plan from an existing plan or from an Sage Intacct budget. See Create plan from plan and Create from Intacct budget .
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