- Options for Editing Data in CalPlan and HCP Forms
- Plan Only Members by Fund Type
CalPlan Job Aids
Human Capital Planning (HCP) Job Aids
Video: Review HCM Data to Add to Plan
Smart View Job Aids
- Exporting Query-Ready Reports into Smart View
- Oracle Smart View On-Line User Guide
- Printing and Saving a Smart View File via Citrix Remote Access
- Quarterly Flash Forecast Seasonality Tools Forecast Seasonality/Spread tools created in SmartView. These tools can help you review historical monthly seasonality trend by P&L line items or specific account codes. Please adjust your plan accordingly if there are material variances due to seasonality.
- Restoring Smart View in MS Excel No longer seeing the Smart View tab in your local version of MS Excel? This guide provides step by step instructions for quickly bringing back to its proper place.
- Smart View CalRptg Member Selection Job Aid Smart View allows you to directly type your members in into the Ad Hoc grid column and row labels. This cheat sheet displays all of the most common members for easy entry.