> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://support.haddock.app/sitemap.xml
> Use this file to discover available pages before exploring further.
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# Create account views in the plan

To **set up a new account view in the plan**, follow these steps:

## Open a group plan

Go to **Planning** from the main menu:

![](https://storage.googleapis.com/helpdesk-haddock-images/haddock-hr/artificial-intelligence-and-shift-planning/create-account-views-in-the-plan/images/01-open-a-group-plan.png)

Open a group plan:

![](https://storage.googleapis.com/helpdesk-haddock-images/haddock-hr/artificial-intelligence-and-shift-planning/create-account-views-in-the-plan/images/02-open-a-group-plan.png)

## Access "Configure views"

Click the **three-dots menu** in the upper-right corner of the screen and then click "Configure views":

![](https://storage.googleapis.com/helpdesk-haddock-images/haddock-hr/artificial-intelligence-and-shift-planning/create-account-views-in-the-plan/images/03-access-configure-views.png)

## Create a new view

Click the create button in the upper right:

![](https://storage.googleapis.com/helpdesk-haddock-images/haddock-hr/artificial-intelligence-and-shift-planning/create-account-views-in-the-plan/images/04-create-a-new-view.png)

Enter a name for the new view:

![](https://storage.googleapis.com/helpdesk-haddock-images/haddock-hr/artificial-intelligence-and-shift-planning/create-account-views-in-the-plan/images/05-create-a-new-view.png)

Select the accounts you want to display:

![](https://storage.googleapis.com/helpdesk-haddock-images/haddock-hr/artificial-intelligence-and-shift-planning/create-account-views-in-the-plan/images/06-create-a-new-view.png)

**Important 🎯:** the dropdown has 2 options, **period and year**. If you select "Period", the account balance will be shown within the period of the open plan. "Year" lets you always see the balance at year-end. For example, **for vacation accounts it is often useful to see the year balance**, regardless of the period you currently have open in the plan.

**Tip 🥷**: you can change the order of the accounts by dragging them like this:

![](https://storage.googleapis.com/helpdesk-haddock-images/haddock-hr/artificial-intelligence-and-shift-planning/create-account-views-in-the-plan/images/07-create-a-new-view.png)

## Select the new view in the plan

Open the group plan again and **to the right of the planning you will find a dropdown** from which you can select the new view:

![](https://storage.googleapis.com/helpdesk-haddock-images/haddock-hr/artificial-intelligence-and-shift-planning/create-account-views-in-the-plan/images/08-select-the-new-view-in-the-plan.png)