Quickstart guides

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

Owner quickstart

Start

Initiate the application.

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

  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 plans .

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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