Owner quickstart guide

Welcome to Sage Intacct Planning! Get up and running as an owner with these first steps.

Start

1. Create your first plan, as described in Create a plan.

2. Familiarize yourself with the sections that appear when you open a plan, as described in Explore a plan.

3. You can now do the following:

   • Edit your plan, as described in Modify plan data.

   • Create what-if scenarios, forecasts, or copies of your plan to share, as described in Create versions.

   • Grant Sage Intacct Financials users from your organization permissions to edit plans, as described in Manage user permissions.

     You must first add users in Sage Intacct Financials and they must log in to Planning at least once for them to appear in Planning. For more information on how to add a user in Sage Intacct Financials, refer to the Sage Intacct Financials help center topic Add a user. For more information on how a user logs in to Planning, see User quickstart guide.

   • Share your plan or versions of your plan with other users, as described in Share and unshare plans.

   • View changes made to your plan, as described in View change history.

   • Merge changes from one version of a plan to another, as described in Merge changes.

   • Lock your working plan to protect it from further changes, as described in Lock and unlock plans.