User quickstart guide

Welcome to Sage Intacct Planning! Get up and running as a user with these first steps.

To understand the difference between an owner and a user in Planning, see Manage user permissions.

Start

  1. Log in to Sage Intacct Financials, and then open Planning with this link:
    https://core.intacct-planning.com/login

  2. After an owner grants you permissions and shares plans with you, from the Home panel, select Plans > Browse plans.

  3. Navigate to a shared plan and select .

  4. Familiarize yourself with the sections that appear when you open a plan, as described in Explore a plan.

  5. You can now do the following:

    • Edit a shared plan, as described in Modify plan data.

    • To view versions of a plan that an owner shares with you, open the plan, select Actions and select Manage versions.

    • To open a version, select and then Go to plan.

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