- Options for Editing Data in CalPlan and HCP Forms
- Plan Only Members by Fund Type
CalPlan Job Aids
Human Capital Planning (HCP) Job Aids
Smart View Job Aids
- 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.
- Update Smart View Registry Settings to Prevent Timeouts. If you are experiencing a timout error in Smart View, changing the timeout settings in the Smart View registry may resolve the issue.
- 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.
- 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.
- Printing and Saving a Smart View File via Citrix Remote Access
- Oracle Smart View On-Line User Guide