Citrix Users Only
If you are using Citrix, go to: https://citrix.berkeley.edu/vpn/index.html and log in. Click the CalPlanning-Training icon. Then go to step 2.
Exercise
1. If you are not on campus, Connect to the GlobalProtect VPN before launching CalPlanning.
2. You can use Chrome, Firefox, or Microsoft Edge. Internet Explorer is not supported; do not attempt to use this browser. Go to https://calpln-rptportal-training.berkeley.edu/workspace/index.jsp to launch Oracle Enterprise Performance Management System in the Training environment.
3. In the User Name text box, use a Training ID from the list provided by your course instructor via email when you enrolled. The password is explore!Door
4. From the menu, select Navigate \ Applications \ Planning \ CalPlan
5. From the menu, select File \ Preferences
6. Click Planning in the left panel
7. Click the User Variable Options tab
8. Type the entity you want in the Selected Member text box or click the … to open the Member Selection dialog box
- If you opened the Member Selection dialog box, navigate to the Entity you want
- Click the Add button to move your selection to the right pane
- Click OK to accept the selection
9. Click the white OK button in the lower right to Save the User Variable Options and keep the Preferences dialog box open
10. Click the Financial Reporting icon in the left panel
11. Select On in the User Point of View section
12. Click OK to save the selection and close the Preferences dialog box
13. Expand My Task List on the left panel as shown here
14. Click on Account Intersection Form (AIF)
15. Click the Task Instructions tab at the top of the form and read the information about the form
16. Click the Task – Account Intersection Form (AIF) tab to return to the form
17. Click each of the tabs at the top of the form and review the information. You should see cells with a white background in all of the tabs except for Comp Expense, which will be gray. Why is that?
Return to the course: Enter Data in Forms