Contributors quickstart guide

Download and share a PDF of the Contributors quickstart guide.

You receive a budget or a portion of a budget to review in Sage Intacct Planning - what now?

In Sage Intacct Planning, your colleague that sent you the budget to review is known as the budget owner and you are known as a contributor.

Let's look at some key features that you need to know as a contributor.

Access the budget

As a contributor to your organization's budget, you receive the following email invitations:

  • Access Sage Intacct Planning

  • Access the specific budget shared by the budget owner

Follow the instructions to complete your access.

Additional budgets

If the budget owner grants you access to additional budgets, you receive separate email notifications for each budget.

As a contributor, you do most of your work in the following tabs:

  • Inputs > Main

  • Inputs > Sheets

Shows the main tabs of Sage Intacct Planning.

The menu items that appear above vary according to the level of access that the budget owner grants you.

If you have been granted access to multiple budgets, click the menu icon that appears in the upper left corner to navigate between budgets.

Click on your name that appears in the top right corner to access the following:

  • Profile details

  • Tutorial videos

  • Help center

  • Guided walkthrough

Budget tree

The Inputs > Main tab is where you view and make changes to your budget. The are 2 main sections:

  • Budget tree - Appears on the left, for navigating between budget lines.

  • Data entry area - Appears on the right, for viewing data or making changes.

Shows how the budget tree appears on the left and the grid entry on the right.

Budget tree views

You can select one of the following views for your budget tree:

  • Budget Lines - (Default) Displays the names of the budget lines and the account number

  • Account & Names - Displays the account number followed by the account name

  • Account - Displays the account number only

  • Leaf level - Displays all the budget lines in list form without the hierarchical structure

Use Search to help you locate a specific budget line or account number, and click the expand & collapse icons to see more or less budget lines.

Make changes to your budget

There are 2 types of ways to view your budget data:

  • Form view - (Default) Displays all values and properties that apply to the selected budget line or group

  • Grid entry view - Enables you to view all the budget line values at the same time in a grid format

We recommend to you as the contributor to use grid entry view.

To switch between the views, click the Grid entry toggle which appears on the upper right the budget values.

Shows an example of grid entry view including how to toggle to form view.

Navigate grid entry view

You can only make changes to budget lines that appear in white. Lines that appear in grey are view only.

To make changes to a value in a cell, double-click the cell and enter the new value.

To see the more details for a budget line, double-click on the budget line name in the budget tree to open a flyout.

To close the flyout and return to grid entry view, either double-click outside the flyout, click the hide flyout icon, or click Save.

In the grid entry view ribbon, you can apply filters to limit the data that appears in the grid.

Shows the filters that you can use to limit what appears in grid entry view.

Reporting

To view and create financial reports, click Sheets, and navigate between six main types of reports.

Shows the 6 types of reports in the Sheets tab.

To view a reporting group by a different dimension, hover over a reporting group, click By Budget Line (default), and select a different dimension.

Shows how you can change how the reporting group appears.

To export reports to Excel or PDF format, click Create Report.