---
title: Creating PGA Companies & Analyses
description: Much Like the PlanGuru Core product (PG) PlanGuru Analytics uses the “Company” & “Analysis” as a way to organize data.  1. Navigating to the “Manage Account” drop-down menu in the top right hand corne
---

[Skip to content](https://help.planguru.com/knowledge/creating-pga-companies-analyses#main-content)

[![PlanGuru Help Center](https://help.planguru.com/hs-fs/hubfs/logo_PlanGuru_helpcenter.png?width=360&height=50&name=logo_PlanGuru_helpcenter.png)](https://help.planguru.com/knowledge?hsLang=en)

- [Your Tickets](https://help.planguru.com/tickets-view)
- [Sign out](https://help.planguru.com/_hcms/mem/logout)

Open main navigation

Close main navigation

- [Your Tickets](https://help.planguru.com/tickets-view)
- [Sign out](https://help.planguru.com/_hcms/mem/logout)
- [Submit a Ticket](https://help.planguru.com/tickets-view/new)

[Submit a Ticket](https://help.planguru.com/tickets-view/new?hsLang=en)

 Hello. What do you need help with?

- There are no suggestions because the search field is empty.

1. [Help Center](https://help.planguru.com/knowledge?hsLang=en)
2. [PlanGuru Desktop (Windows)](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en)
3. [PlanGuru Analytics](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#planguru-analytics)

# Creating PGA Companies & Analyses

Much Like the PlanGuru Core product (PG) PlanGuru Analytics uses the “Company” & “Analysis” as a way to organize data. 

### Adding a Company

*1. Navigating to the “Manage Account” drop-down menu in the top right hand corner of the page and selecting the “Companies” option.*

![](https://help.planguru.com/hubfs/Knowledge%20Base%20Import/planguru.zendesk.comattachmentstokenilaks4rc7k2ebvt.png)

*2. Next click the “New Company” button.  Next you will be asked to fill out information about the Company.*  

![](https://help.planguru.com/hubfs/Knowledge%20Base%20Import/planguru.zendesk.comattachmentstokenchs1tx7ssujgla9.png)

*3. Once you’ve filled out the required fields, click the “Create Company” button to add the Company*

![](https://help.planguru.com/hubfs/Knowledge%20Base%20Import/planguru.zendesk.comattachmentstokenmaimligj6kjv8cd.png)

 

### Adding an Analysis

*1. Navigate to the “Manage Account”  menu in the top right hand corner of the page and selecting the “Analyses” option.*

![](https://help.planguru.com/hubfs/Knowledge%20Base%20Import/planguru.zendesk.comattachmentstoken8s7echfi9p4n79j.png)

 

*2. This will display the “Analysis List” page, note that it only shows the Analyses that belong to the Selected Company.  Next click the “New Analysis” button, to begin the creation process.* 

![](https://help.planguru.com/hubfs/Knowledge%20Base%20Import/planguru.zendesk.comattachmentstokenzxkeukuax3csifz.png)

 

*3. Next you will be asked to fill out information about the Analysis.   Once you’ve filled out the required fields, click the “Create Analysis” button to add the Analysis.*

![](https://help.planguru.com/hubfs/Knowledge%20Base%20Import/planguru.zendesk.comattachmentstoken9j0bg8bphamzgch.png)

- [PlanGuru App (Online)](https://help.planguru.com/knowledge/planguru-app-online?hsLang=en#main-content)

    - [Getting Started](https://help.planguru.com/knowledge/planguru-app-online?hsLang=en#getting-started)
    - [Setup & Import](https://help.planguru.com/knowledge/planguru-app-online?hsLang=en#setup-import)
    - [Company Management](https://help.planguru.com/knowledge/planguru-app-online?hsLang=en#company-management)
    - [Forecasting & Modeling](https://help.planguru.com/knowledge/planguru-app-online?hsLang=en#forecasting-modeling)
    - [PlanGuru Analytics (powered by Reach Reporting)](https://help.planguru.com/knowledge/planguru-app-online?hsLang=en#planguru-analytics-powered-by-reach-reporting)
    - [Standard Reports](https://help.planguru.com/knowledge/planguru-app-online?hsLang=en#standard-reports)
    - [Updates](https://help.planguru.com/knowledge/planguru-app-online?hsLang=en#updates)
- [PlanGuru Desktop (Windows)](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#main-content)

    - [Updates](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#updates)
    - [Getting Started](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#getting-started)
    - [Navigating PlanGuru Desktop](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#navigating-planguru-desktop)
    - [Setup & Maintenance](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#setup-maintenance)
    - [QuickBooks Online Import](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#quickbooks-online-import)
    - [QuickBooks Desktop Import](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#quickbooks-desktop-import)
    - [Excel Import](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#excel-import)
    - [Analysis Setup](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#analysis-setup)
    - [Forecasting & Modeling](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#forecasting-modeling)
    - [Installation](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#installation)
    - [Licensing](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#licensing)
    - [Managing your PlanGuru Files](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#managing-your-planguru-files)
    - [Reporting](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#reporting)
    - [PlanGuru Analytics](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#planguru-analytics)
    - [Technical Inquiries](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#technical-inquiries)
    - [PlanGuru Desktop in Cloud Hosting](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#planguru-desktop-in-cloud-hosting)
    - [Advanced Reporting Excel Add-in](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#advanced-reporting-excel-add-in)
- [PlanGuru University](https://help.planguru.com/knowledge/planguru-university?hsLang=en)

- [PRODUCTS & PRICING](https://www.planguru.com/products/)
- CUSTOMERS 
    - [Small Businesses](https://www.planguru.com/users/small-business/)
    - [Nonprofits](https://www.planguru.com/users/nonprofit/)
    - [Accountants / Advisors](https://www.planguru.com/users/accountants-business-advisors/)
- LEARNING 
    - [Attend a Live Demo](https://www.planguru.com/products/planguru-webinar-signup/)
    - [PlanGuru University](https://www.planguru.com/planguru-university/) 
          - [Sign Up for PGU](https://www.planguru.com/planguru-university/)
          - [PGU Class Materials & Recordings](https://www.planguru.com/planguru-university/class-materials/)
    - [Video Tutorials](https://www.planguru.com/learning-resources/learning-center/)
    - [Help Center](https://help.planguru.com/knowledge)
- SUPPORT 
    - [Help Center/ Submit a Ticket](https://help.planguru.com/knowledge)
    - [Downloads / Updates](https://www.planguru.com/support/downloads/)
- [Try it FREE](https://www.planguru.com/products/trial/)

[![logo\_PlanGuru\_190-1](https://help.planguru.com/hs-fs/hubfs/logo_PlanGuru_190-1.png?width=190&height=55&name=logo_PlanGuru_190-1.png "logo_PlanGuru_190-1")](https://www.planguru.com/)

Copyright © 2025, PlanGuru