Quickstart guides

Welcome to Sage Planning. Get up and running with these first steps.

Owner quickstart

Start

Initiate Sage Planning.

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

  2. Collaborate with colleagues, as described in Add users, grant access, and share plans.

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

  4. Protect plans from further changes, as described in Lock and unlock.

User quickstart

Start

  1. Log in to Sage Intacct.

  2. Open Planning with the following link: https://core.intacct-planning.com/login

  3. Ask an owner to grant you permissions and shares plans with you.

  4. From the Home panel, select Plans > Browse plans.

  5. Navigate to a shared plan and select .

    You can now make changes to shared plans.

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