Use a plan as a template to quickly create a new plan for the upcoming planning cycle. The structure and plan lines remain the same. For more information, see Create from plan.

Refresh the actuals from Intacct Financials to keep your plan current and accurate.

For more information, see Refresh actuals.

Adjust or replace the total year value of a plan line, and decide how to spread the value across time periods.

For more information, see Modify all plan line values of a single year.

The plan line details flyout window now shows you the sources your formula references and the sources that reference your plan line.

For more information, see View plan line details.

When you create a new plan, define it as a multi-year plan of up to 5 years.

Sage partners that slide in to multiple instances of Sage Intacct Financials log in to Planning using the same method. Only one instance of Planning can be open at a time.

For more information, see Partner log in.

Sync accounts and dimensions anytime to keep future plans accurate without affecting existing plans.

For more information, see Sync accounts and dimensions.