The Analytical Plan will be shown under the Configuration menu once Analytic Accounting is enabled.

Once you create an Analytical Plan, the next step is to set up the corresponding Analytic Accounts and configure them according to your tracking needs.

This is  form view of the "Analytical Account". The "Plan" field will be automatically set based on the corresponding Analytical Plan name.

When creating an Analytical Plan, Define the  Parent Plan  in  "Analytic Filter Parent Plan" field. For example, if you set "Project" as the parent, then "Departments" will automatically be considered its child, making Project the parent plan and Departments the child plan.

Here, you can see that the Analytic Plan created under "Departments" are linked Plan to the "Project", establishing a parent-child relationship between the sub plans.

We have created Plan as "Team", where "Project" plan  serves as the parent plan, "Department" is its child, and Team is a child of Department. This forms a clear hierarchical structure across the analytic plans.

Within Department, a new plan Team  has been created, making "Team" a child of Department. As a result, Department now also has its own child plan, forming a hierarchical relationship.

Here, the Global Plan is managed independently, with no "Analytic Filter Parent Plan" .

• In this customer invoice, analytic distribution is applied using a hierarchy of analytic accounts. "Project" is the main plan, with "Department" as its child, and  "Team" created under Department plan. This forms a parent-child structure across all plans.

• And the "Global Plan" does not have any parent plan defined, which ensures that all accounts from the Global Plan will displayed.

• When you change the Parent Plan, the entire hierarchy structure will be updated accordingly.
• Example: "Project" is the parent plan, "Department" is its child, and "Team" is the child of Department, then changing the Project plan will also affect both the Department and Team plans.