assist
Planning
Close workbook: Plan, Forecast, and Review. Land files on Upload. This month versus plan stays on Home.
Working view of the close. Not the pack. Does not post the general ledger.
This month versus the approved plan is on Home. Land files on Upload. Nothing here is official until you confirm it on the job page.
Close jobs
- Upload — shared ingest for every module. An income statement feeds Planning and Accounting.
- Plan — approved plan of record. Creating a version is not approval.
- Forecast — drafts. Not official until an approver confirms them.
- Review — confirmed actuals versus the approved plan.
- Share — packs live under Reporting. Export stays gated on confirmation.
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Ask
Open full threadOne assistant. Analyze does not save. Build Draft previews a working change. Operate runs a Skill as a working review. Nothing official until the module page.