Create new plan

Tailor a new plan to meet your needs, where you define the following:

Name and description

Start

  1. From the side menu, select Plans > Create a plan.

  2. Enter a Name.

  3. (Optional) Enter a Description.

  4. From the Plan template dropdown list, select None.

  5. Select Create.

Scope

Start

  1. In Time frame, select a start date and end date:

    The time frame can be up to five years. Time granularity is automatically set to Monthly.

  2. In Accounts, from the Income statement and Statistical dropdown lists, select the accounts to include in your plan.

    To exclude all statistical accounts from your plan, select Do not include statistical accounts.

    To search the Income statement or Statistical account dropdown list for a specific value, do one of the following:

    • Text search: Enter text in the search field.

    • Range search: To search by a range of ID numbers, select Search range and enter a valid ID in the From and To fields.

      To start from the first available ID, leave the From field empty. To end at the last available ID, leave the To field empty.

    • Combined search: Search by text and ID range.

    • Add selections: Select individual accounts or Select all.

    • Remove selections: Deselect values with checkmarks or Deselect all.

    • Select and continue your search: After you select values, clear the search fields to keep selected values. You can then search and select more accounts.

  3. (Optional) By default, all data for the accounts you select is included in your plan. To filter the data to include in your plan by specific dimensions, do the following:

    1. Select Filters.

    2. Select dimensions to filter.

    3. From each data filter dropdown list, select specific dimension values to include.

      Data filters

    You can't change the selected dimensions after you create the plan.

    If you want your plan to include plan lines with no value for specific dimensions, select N/V No value from the relevant dimension dropdown list. For example, if you select to include No value for Department, your plan includes plan lines for the accounts you selected with no department value.

    To narrow your options in a dimension dropdown list, enter text in the search field. After you select values, clear the search fields to keep selected values. You can then search and select more dimension values.

    The Locations dropdown list can include parent and child values.

    In Planning, a parent value, USA for example, shows the aggregate data of all its child values but no data of its own. Each parent contains a coded child value that is nearly identical to the parent, for example 100-USA. This value acts just like other child values, with its own data.

    • If your search finds a parent value like USA, all USA cities also appear because they are child values of USA.

    • If your search finds a child value like Dallas, the parent value USA also appears.

    • If you select all the child values that appear in your search under the same parent, a checkmark also appears next to that parent value.

    • If you select a parent value, a checkmark also appears next to all its child values in the search results.

Data population

You now select which actual data from previous fiscal years to bring in. To do this, you create data sets and select the data source for each time frame that you define.

Scenario 1

In September, you want to create your plan for next year to start in January. You can select to use the actuals from this fiscal year as the source for January to August, and the actuals from last fiscal year as the source for September to December because they aren't yet available from this fiscal year.

Scenario 2

Last December was so unique that the previous December would provide better data to start planning that month. You can select to use actuals from last fiscal year as the source for January to November, but select the actuals from the previous year as the source for December.

Start

  1. (Optional) If your plan is a multi-year plan, from the Plan year dropdown, select a year.

    Navigate between years with Next year or Previous year.

  2. Select and confirm data sets.

    By default, the From and To fields show the first and last months of your planning year.

    Do the following:

    • Under Plan time frame, select a From and To month. Leave the default selection as is to use just one data set for the year.

    • Under Data source, select the Source type and Fiscal year, and select

      The Summary shows the data set on the timeline of your planning year.

      Jerry wants to create a plan for 2026 and populate his entire plan with his organization's 2024 actuals data from Intacct Financials. He leaves the default Plan time frame with the From field as Jan 2026 and the To field as Dec 2026. Under Data source, he selects Actuals as the Source type and selects 2024 as the Fiscal year. He selects to confirm this Data set.

      Data population select single source

      The Summary shows that his entire plan for 2026 populates from Actuals FY2024. This means that when he creates the 2026 plan, each month of his new plan will show editable data sourced from his Intacct Financials actuals for the corresponding month in FY2024.

      Data population summary view

    • If the data set doesn't fill the entire year, select Add data set and repeat the steps above until the Summary for the year is complete.

      Jerry wants to create a plan for 2026 and populate the first five months of his plan with his organization's 2025 actuals data from Intacct Financials and the rest of his plan with their 2024 actuals data.

      He leaves the default Plan time frame with the From field as Jan 2026 and selects May 2026 in the To field. Under Data source, he leaves the default Source type as Actuals and selects 2025 in the Fiscal year field. He selects to confirm this Data set.

      Data population select first source

      The Summary shows that Jan through May of his 2026 plan populates from Intacct Financials actuals from FY2025.

      Data population half year summary

      Jerry needs to complete his plan. He selects Add data set.

      In the new data set, the From field is automatically set to Jun 2026 as the next available month, and the To field is set to Dec 2026 as the last month of the year. He leaves these selections. Under Data source, he leaves the default Source type as Actuals and selects 2024 from the Fiscal year dropdown list. He selects to confirm this Data set.

      Data population select two sources

      The Summary shows that Jan through May of his plan for 2026 populates from Intacct Financials actuals from FY2025 and Jun through Dec uses actuals data from FY2024.

      This means that when he creates the 2026 plan, each month of his new plan from Jan-May will start with his Intacct Financials actuals data from the corresponding month in FY2025, while Jun-Dec in his plan will start with actuals data from the corresponding months in FY2024.

      Summary view of plan with multiple sources

    • (Optional) To change a data set after you confirm, select remove and then select Add data set.

  3. In a multi-year plan, repeat steps 1 and 2 for each year.

    In the Plan year dropdown, missing information appears next to years that contain unconfirmed data sets.

Structure

You now determine the structure of your plan. Not all dimensions in your plan scope are relevant for all accounts. Associate relevant dimensions to the income statement and statistical accounts that you selected in Scope.

Location is associated with all accounts. If you don't want any other dimensions associated with accounts in your plan, you can skip this step.

Build structure for income statement accounts

The range of income statement accounts is auto-filled from the lowest to the highest available account numbers. You can keep a single range or add ranges and select the relevant dimensions to associate to each range.

Start

  1. (Optional) To add a range of accounts, form the To dropdown list, select an income statement account.

  2. In Associated dimensions, select edit to select dimensions.

    The Location dimension is required, so it appears automatically.

  3. Select to confirm your changes.

    A new range appears and is auto-filled as follows:

    • From: Lowest available income statement account that requires associated dimensions

    • To: Highest available income statement account that requires associated dimensions

  4. In the new range, repeat steps 1 - 3 of this procedure. Repeat this until you have associated dimensions to all available income statement accounts.

  5. (Optional) Select dismiss to remove a range.

  6. If you have statistical accounts, follow the next procedure. Otherwise, select Create.

After you define a structure, if you go back to Scope and change the income statement and statistical accounts, the changes you already applied to Structure are reset.

Build structure for statistical accounts

Start

  1. (Optional) To associate dimensions for each account, select under Associated dimensions.

  2. Select to confirm your changes.

  3. Select Create.

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