Sharing a Plan
A read-only public link to a plan's progress, for someone who has no Trabalance login — and how to switch it off again.
Boards, investors, and lenders often need to see how a plan is tracking without being given a seat in the product. The Share tab turns a plan into a link anyone can open.
Turning It On
It explains what the link does before you switch anything: anyone with the link can view this plan's progress, and the token can be rotated at any time.
A token is generated the first time and the link appears beneath.
Copy puts it on the clipboard and confirms. The field is read-only — clicking it selects the whole link so you can copy it by hand if the clipboard is blocked.
The link carries a random token, not the plan's identifier, so it cannot be guessed from another plan's link.
What a Recipient Sees
A clean page headed Plan · Shared view, with the plan name, its type badge, its period, and its grid-column type. Beneath that:
| Plan type | What is shown |
|---|---|
| Sales, Purchases, Expenses, Cash Flow, Production, Payroll | One card per period — the dates, actual against target, the attainment percentage, and a progress bar in the usual colours. |
| P&L | Income, Expenses, and Net Profit — actual against target, with progress bars. |
| A plan with no targets yet | "This plan has no targets yet." |
The figures are live: the recipient sees the actuals as they stand when they open the page, not as they stood when you sent the link.
What Is Stripped
| Not shared | Why it matters |
|---|---|
| The plan’s notes | Internal commentary never leaves the business. |
| The center the plan is scoped to | The recipient cannot tell which branch the figures belong to. |
| Who created the plan | No internal names. |
| The committee, comments, and attachments | The discussion stays private. |
| The grid, and any way to edit | The shared view is read-only, with no controls. |
| Per-row breakdown | The public view is period totals only — it never names your items, accounts, or employees. |
Turning It Off, and Rotating
| Action | Effect |
|---|---|
| Toggle off | Sharing stops and the token is cleared. The link stops resolving — a recipient sees "Plan not available". |
| Rotate | Issues a fresh token. Every link handed out before this stops working immediately. The app asks to confirm first. |
| Toggle back on after switching off | A new token is generated, so the old link does not come back. |
Anyone holding the link can open the plan, and it stays live until you toggle sharing off or rotate the token. Treat it as public. Rotate after any circulation you did not intend, and switch sharing off once the plan has served its purpose.
Turning sharing on for one plan does nothing to any other, including sub-plans of a shared P&L plan — each is shared, or not, on its own.