Settings FAQs

Only owners can manage settings in Planning.

Manage user permissions, sync accounts and dimensions, and define the order of dimensions.

Extended access allows users to view, edit, or remove formulas in shared plans beyond their standard permissions.

Sync aligns future plans with the latest accounts and dimensions from Sage Intacct.

No. Deleted accounts and dimensions remain in existing plans and are removed only from future plans.

Yes. Change the dimension order to control how dimensions appear throughout plans.