Use form in Smart View for Planning

The HCP Total Empl by Entity form is also available in Smart View for Planning.

Open the form

  1. Open Excel

  2. Open the Smart View Panel and connect to Smart View for Planning as usual

  3. Select HCP

  4. Open the HCP Planner Task List. You’ll find the form at the bottom of the list

Smart View for Planning Budget Process Task List with Multiyear Budget Template highlighted