What's new

Become a Sage Intacct Planning expert with free, in-depth, interactive courses on Sage University. For more information, see Access training on Sage University.

30 January

(For Sage Intacct users) Run the new Sync accounts wizard to ensure that your data in Sage Intacct Planning accurately matches Sage Intacct.

23 January

You can now search and filter dimensions in the Sheets tab. For more information, see Search and filter sheets.

10 January

The collaboration indicator let's you see who's online and currently viewing your budget. For more information, see Budget collaboration indicators.

26 December

You can merge a budget line or group from a scenario. For more information, see Merge a scenario.

12 December

Save as file lets you download and save all your models and statistical accounts as a .bdgm file to upload to other budgets. For more information, see Save and upload your models and statistical accounts.

2 November

The new customs view feature enables you to see your data in a manner that's convenient for you in the Sheets tab. For more information, see Custom views in Sheets.

2 November

Bug fix: When you export a budget from Planning to Intacct, positive debit account revenue values appear as negative and vice versa. If you exported a budget prior to the fix and encountered this issue, export the budget again.

10 October

• Dropdown lists that appear in grid entry view now have search capabilities.

• When you share scenarios with an Active contributor who has Can modify access, you can now do the following from the dropdown menu:

  • Search for specific scenarios to share

  • Create a new scenario by entering a scenario name and sharing it with an Active Contributor.

10 October

The Profile menu that appears in the top right of Planning has a new look-and-feel. Check it out.

• From Administration you can now open User management and Video tutorial

• From Help, you can now open the Help Center, Guided Walkthrough, and the Community.

15 August

Share more than one scenario in the same invitation to a contributor. For more information, see step 5 of the To do a full or partial share with a contributor procedure in Share your budget.

4 July

When you duplicate your budget or save your budget to a file, you can choose from one of the following options:

• Duplicate or save your working budget only

• Select specific versions to include

• Include all versions

For more information, see Duplicate or save your budget to a file.

27 June

When you create your plan or import statistical accounts and choose to modify your budget structure, if certain budget lines cannot be generated or there are no available budget lines to display, an error message appears.

20 June

Access Planning videos by clicking on the videos button that appears in the upper right corner of the Inputs > Main tab.

13 June

In grid entry view, select Original currencies from the currency filter which enables you to view each budget line in its unique defined currency, as opposed to all budget lines appearing in a singular currency. For more information, see Currency filter.

30 May

In the Sage Intacct Planning Help Center, copy a link to a topic heading to your clipboard by clicking on the link icon that appears when you hover over a heading or subheading of any topic. Share the link with colleagues or save it for future reference.

23 May

Access the formula editor in grid entry view by typing the equals sign as the first character in a white cell. For more information, see step 2 of the procedure in Edit cells in grid entry view.

16 May

In grid entry view, use the Budget/Actuals/Rolling filter to toggle the type of data that appears in the grid. If you select Rolling, you can make quick data entry changes to certain cells. For more information, see Budget/Actuals/Rolling filter.

9 May

Import statistical accounts from Sage Intacct to your existing budget. For more information, see Import statistical accounts from Sage Intacct.

21 March

Take a quick peek at budget line comments when using grid entry view. For more information, see Enter data in grid entry view.

28 September

Grid entry view gives you the familiar “look and feel” of a spreadsheet that enables you to enter data easily and view more of your data at the same time. For more information, see Add data to your plan.

21 September

Statistical accounts that contain non-monetary data enable you to establish and maintain your operational data and combine it with financial data in your financial reports. For more information, see Statistical accounts.