Smart View for Planning

Course Overview

Designed for CalPlanning users who are experienced with the web interface of CalPlan, Smart View for Planning introduces the Excel interface of Smart View for the CalPlan and HCP applications. This will allow you to enter your budget and forecast data from Excel directly into the CalPlan and HCP forms. 

Key benefits of the Smart View Excel interface:

  • Manage viewing data with Excel functionality: adjust column width, hide/unhide columns, zoom in/out, freeze panes
  • Easy data entry: copy/paste, formulas to lookup values from other Excel sheets
  • Add supporting calculations and documentation to the right of or below the form
  • Share form data with colleagues for review, make updates in Excel and then load those changes to CalPlanning (CalPlan or HCP)

Learning Objectives

  1. Access and navigate the CalPlan and HCP forms via Smart View
  2. Enter data into CalPlan and HCP
  3. Understand the differences between saving data in Excel and CalPlan / HCP


  1. You must have a Planner role in CalPlanning
  2. Experience using CalPlan and HCP via the web interface. The use of each form is covered in the Navigating CalPlan and Navigating HCP classes; this material assumes that you are familiar with the forms.
  3. Smart View installed locally on your desktop or Citrix access for Mac users

Course Format

This course is designed for you to learn by reading and completing practice exercises on your own in preparation for a group learning session. Office hours with the instructor are available on request; sign up here.