FAQs

What is Enhanced Planning?
Enhanced Planning is a cloud-based planning and analysis solution built for finance teams. It helps you move faster, collaborate smarter, and plan with confidence — all while staying closely connected to your source transactional data.

How do I log in to Planning?
Planning uses single sign-on (SSO), so first log in to Sage Intacct Financials, then log in to Planning from the app switcher. See Switch between Sage apps.

Do I need to install anything?
No. Planning runs in your browser.

Which browser should I use?
Planning works on all browsers, but we recommend Google Chrome for the best experience.

Can I use it on a laptop or tablet?
Yes, but we recommend using a wide monitor for the best experience. The minimum supported screen width is 1280 pixels. If your screen is smaller than that, you can navigate by scrolling left and right.

How do I access the Planning community?
Open the Sage Intacct Financials community page, sign in, and search for the Planning group.

Who becomes the first owner?
The user who initiates Planning becomes the first owner.

Can I add other owners?
Yes. Any owner can assign additional owners.

How do I switch between Sage apps?
Use the app switcher in the top toolbar. See Switch between Sage apps.

How do I filter plan lines?
From the account and dimension dropdown lists that appear above the plan grid, select values to narrow down the plan lines you want to view.

What does the plan grid show?
Plan lines whereby each plan line is a unique combination of accounts, dimensions, and time periods.

Who can manage user permissions?
Only owners.

How do I define user permissions?
In Settings > Permissions management, set accounts, dimensions, and extended access.

What does extended access allow?
Viewing, editing, and removing formulas in shared plans.

Any tips for searching dropdown lists?
Search by text, ID range, or both.

How do I rearrange how dimensions appear in Planning?
Go to Settings > Dimensions order and drag and drop to rearrange.

How do I sync accounts and dimensions?
From Permissions management, select Sync with Intacct.

What happens to deleted accounts after sync?
They are removed from future plans but remain in existing ones.

How are existing plans flagged after sync?
Deleted items are flagged in plans and change history.

How do I add users?
Add them in Sage Intacct Financials and have them log in once, then assign access.

How do I control what users can see?
Define their access by accounts and dimensions. See Manage user permissions.

Who can create a plan?
Only owners.

How do I create a plan?
From the side menu, select Plans > Create a plan. To create a plan based on another plan, open the existing plan and select Create plan from current from the Actions menu.

What is plan scope?
The time frame, accounts, and dimensions included in the plan.

Can I select which accounts and dimensions to include in a new plan?
Yes, if you create a custom plan, filter them in the Scope tab. If you create a plan from an existing plan or from an Intacct budget, your new plan inherits the accounts and dimensions.

Can I use multiple data sources?
Yes, if you create a custom plan. In the Data population tab, select different periods from different fiscal years.

What do I define in the structure tab?
Which dimensions apply to each range of accounts.

Can I create a multi‑year plan?
Yes, if you create a custom plan. Plans can span up to five years. If you create a plan from an existing plan or from an Intacct budget, your new plan inherits the number of years.

What is a version?
A copy of a plan for scenarios, forecasts, or collaboration.

How do I create a version?
Open a plan, then select Actions > Manage versions > Create version.

What is a forecast?
A version that includes actuals from Sage Intacct Financials.

How do I share or unshare a plan?
In manage versions, open manage sharing.

How do I protect a working plan?
Lock the version to make it read‑only.

Can I unlock a version?
Yes. Owners can unlock any version.

Can I merge changes?
Yes. Merge all or filtered changes from the View change history window.

Can I save a plan as an Intacct budget?
Yes. From the Actions menu, select Save as Intacct budget.

Can I rename or delete plans and versions?
Yes. Owners can rename or delete any unlocked plan or version.

Can I refresh actuals in a forecast?
Yes. In the Manage versions window, select Refresh actuals.

Why can’t I edit some cells?
Only white cells are editable.

How do I change a value?
Select a white cell and type the new value.

Can I copy, cut, and paste?
Yes. Use right‑click or standard keyboard shortcuts.

How do I drag values across months?
Drag from the bottom right corner of a cell to copy across values.

How do I adjust values?
Right‑click (or tap and hold) a cell or cells and select Adjust.

Can I modify all plan line values of a single year?
Yes. Right‑click (or tap and hold) a total cell and select Modify. See Modify all plan line values of a single year.

How do I add or edit a formula?
Open the formula editor from a plan line. See Add or edit a formula.

Can I reference other plan lines?
Yes. From the formula editor, press Ctrl+P. See Insert a plan line reference.

Who can edit formulas?
Owners or users with extended access.

How do I filter plan lines?
Use the account and dimension filters that appear above the grid.

Can I filter by multiple dimensions?
Yes, simply select multiple values from the dropdown list.

Any tips for searching dropdowns?
Search by text, ID range, or both.

What happens if I clear the search field?
Your selected values remain.

How do I group plan lines?
Use the Group by filter.

What is leaf view?
Turn Leaf view on to see all plan lines, and Leaf view off to see summarized account totals.