CalPlan Forms
| Form | Functionality |
| Account Intersection | Presents one row for each unique combination of Account, Fund, Chart1, and DeptID for all DeptIDs rolling up to the Entity selected in Preferences. Ready for data entry. |
| Entity Intersection | Presents one row for each unique combination of DeptID, Fund, Chart1, and Account for all DeptIDs rolling up to the Entity selected in Preferences. Ready for data entry. |
| Update Data in Form | After selecting Entity, Fund and Chart1 in the POV, presents data ordered by Account. You may select a summary level Entity (or Fund or Chart1) to see the aggregation and then change the POV to a DeptID so you can enter data. |
| Drill Through - Account Details | With summary level members selected in the POV, this form allows you to select an account and drill in to see the detail level members of the Entity, Fund, and Chart1 intersections. In this form, you can enter plan data at a summary level for period (quarter or YearTotal) and the system will spread the data to each month. |
| Adjust Internal Operating Transfers Mgmt | Use this form to enter intra-department or intra-division operating transfers for accounts in the 75### and 74### range. Set your entity preference to a department or a division. Form displays the department or division and all of the DeptIDs so you can easily ensure that transfers net to zero. |
| Actualized Forecast | Displays the prior month forecast and actuals and calculates the variance with conditional formatting to highlight favorable and unfavorable variances in excess of $1,000. Use this form to update your forecast in response to expected revenue and expenses that didn't materialize or came in at a materially different amount. |