Enter Data in Forms

Enter Data in Forms

Form Layout

  • Each form has several tabs to organize data and simplify data entry
  • Comp expenses are managed in HCP; the summary of that data is loaded into CalPlan; for this reason, the Comp Expense tab is read-only
  • Editable vs non-editable cells
  • You can edit cells with a white background; you cannot edit cells with a gray background
  • A cell may be non-editable for various reasons:
    • The period has passed and the actual data has been loaded
    • The form contains summarized data
    • You do not have access to write to the entity

Data Must Be Entered at Lowest Level

To enter data, you must select the lowest level for:

  • Entity (DeptID)
  • Account
  • Fund (use the 5 Plan Only Members)
  • Chart1

The Account Intersection and Entity Intersection forms automatically present data at the lowest level for these dimensions so you'll see the white background indicating that cells can be edited.

Other forms have dimensions in a Point of View (POV) with drop-down lists that allow you to display the detail in detail or at a summary level. In these forms, cells with a gray background cannot be edited, either because one or more dimensions is not at the detail level or because you do not have write access to the entity. Adjust the dimensions in the POV to the detail level so you can edit the data.

Procedure

You can enter data in the forms by typing it and selecting the Save button to commit your changes to the CalPlan database.

1. Select the cell where you want to enter data. The cell background turns light blue to indicate that you can type data in the cell

2. Type the value in the cell. The cell background turns yellow to indicate that changes have been made, but are not yet saved to the CalPlan database

3. Select the Save button to commit the data to the CalPlan database

CalPlan menu with Save button highlighted

4. CalPlan presents an information box to confirm that the data has been committed to the database. The cell background returns to white.

It isn't necessary to save after editing each cell. You can enter data in a number of cells and then save all of the changes at once. But it can be time consuming to enter data one cell at a time, so it's good to know that you can use the Windows copy and paste commands as well. 

Chrome Copy and Paste

  1. Select data to copy
  2. Right-click and select Edit \ Copy
  3. Select the first cell where you want to paste the data
  4. Press [Ctrl + V]
  5. Press [Ctrl + V] to paste the contents of the clipboard into the Clipboard Helper
  6. Select the Paste button
  7. Select the Save button