Navigate Planning

Color Section name Description
 

Top toolbar

  • Sage Planning logo: Open the home screen.

  • app switcher App switcher: See Navigate Planning.

  • notifications Notifications

  • feedback What's new

  • resource center Resources

  • 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.

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

Sections that appear in the home screen

Sort, filter, and change plan views

Plan grid filters

Use the following options to sort, filter, and change plan views:

  • Accounts: Filter plan lines by account.

  • Group by: Group plan lines by dimension.

  • Dimensions: Filter plan lines by dimensions like department and location.

  • Filters list : Select which dimensions are available for filtering.

  • Reset: Make all dimensions available for filtering.

  • Lines: Total plan lines in current plan. If filters are applied, this shows the number of plan lines that appear as well.

  • Leaf view: Toggle on to show all plans lines by accounts and dimensions. This is the default. Toggle off to show aggregated plan lines by accounts only.

For more information on plan view options, see Filter and group plan lines.

Plan grid

The plan grid contains the following:

  • Total row: Shows the calculated total of each column. If you filter your plan, this also impacts the totals.

  • Plan lines: Each plan line in the grid is a unique combination of an account and associated dimensions values, such as department and location.

  • Time period columns: Breakdown of your plan line by time period and year totals.

In debit account plan lines, debits appear as positive values. However, in the total row, they are calculated as negatives.

Switch between Sage apps

(Undefined variable: Product info.Enhanced short) uses single sign-on (SSO). After you log in to Sage Intacct, 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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