Explore the home screen

Familiarize yourself with the sections that appear in the home screen:

Color Section name Description
 

Top toolbar

  • Sage Intacct Planning logo: Opens the home screen.

  • app switcher App switcher: See Switch between Sage apps.

  • notifications Notifications

  • feedback Feedback form

  • resource center Resource center

  • User name: Log out of Planning.
 

Side menu

  • Home: View recent plans

  • Plans: Browse and create plans

  • Settings: (Owners only) Manage permissions

  • Collapse: Hide side menu
 

Home screen

  • Company ID: The company ID as defined in Sage Intacct Financials.

  • Recent plans: Select to open and edit your recent plans.

Sections that appear in the home screen

Switch between Sage apps

Enhanced Planning uses single sign-on (SSO). After you log in to Sage Intacct Financials, you're also logged in to Planning and other SSO-enabled Sage apps. This enables you to switch between them easily.

Start

  1. In Planning, navigate to the left side of the top toolbar, and select switch.

  2. From the dropdown list, select a Sage app to open in a new tab.

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