View a summary of the plans of all participants associated with your account
Summary Report
When you log into Planability, your landing page will be your Participant Summary Report from where you can see a snapshot view of budget and spending in each of Core, Capital and Capacity Building purposes.
Warning such as 
highlight plans that will end soon, or spending 
where the percentage spend is greater than the time elapsed on the plan.
From here you can quickly jump to view:
- Budget vs Actual Statement: Click on the Plan ID number to view their Budget vs Actual Statement.
- Plan Details: Click on the Participant name or
icon to the left of their name to view their Plan Details.
- The menu items now relate to the current Plan for the selected Participant. You can view the Budget and Goals, generated Statements and any Claims relating to this Plan.
- To view a previous Plan, or switch between Plans for this Participant, use the Switch Plan button in the left bar.
Next Article: View Statements