Get started FAQs

What is Sage Planning?

A cloud-based planning and analysis solution for finance teams. Create, update, and collaborate on plans with data that comes from and stays closely connected to Sage Intacct.

How do I log in for the first time?

Planning uses single sign-on (SSO). First log in to Sage Intacct, then open Planning from the app switcher or go directly to:
https://core.intacct-planning.com/login

Do I need to install anything or use a specific browser?

No installation is required. Planning runs entirely in your browser. For the best experience, we recommend using Google Chrome.

Who becomes the first owner?

The first user from your organization who logs in to Planning becomes the first owner. Owners have full access to create plans, manage permissions, and share plans.

How do other users get access?

Add users in Sage Intacct and ask them to log in to Planning at least once. An owner then grants permissions and shares plans with them.

After I log in for the first time, what should I do next?

Owners: Browse existing plans from the Home screen or create a new plan.
Users: Ask an owner to grant you access and share a plan with you.