Explore a plan

Get to know the sections that appear in a plan.

Tabs

Income statement accounts or Statistical accounts: Navigate between different account types.

Sort and filter options

Discover how you can sort and filter plan lines and change how you view your plan. You have the following options:

• Account: Filter plan lines by account.

• Group by: Group plan lines by dimension.

• Dimensions: Filter plan lines by dimensions like department and location.

• : Select which dimensions are available for filtering.

• Reset: Make all dimensions available for filtering.

• Lines: Total plan lines in current plan. If filters are applied, this shows the number of plan lines that appear as well.

• Leaf view: Toggle on to show all plans lines by accounts and dimensions. This is the default. Toggle off to show aggregated plan lines by accounts only.

For more information on plan view options, see Filter and group plan lines.

Actions menu

The Actions menu includes the following options:

• View change history: Track changes and merge. See View change history.

• Manage versions: Create versions, manage sharing, lock, rename, or delete plans. See Manage and share plans.

• Save as Intacct budget: Save a copy of the plan as a budget for use in Intacct. See Save plan as an Intacct budget.

Plan grid

The plan grid presents plan lines and time period columns, as follows:

• Total row: Shows the calculated total of each column. If you filter your plan, this also impacts the totals.

• Plan lines: Each plan line in the grid is a unique combination of an account and associated dimensions values, such as department and location.

• Time period columns: Breakdown of your plan line by time period and year totals.