Smart View

The Smart View tab is no longer showing up on my MS Excel ribbon. Where did it go and how do I get it back?

If you have Smart View installed locally on your workstation, it can become disabled and no longer display the Smart View tab in the MS Excel ribbon.

Check out the Restore Smart View in Excel job aid for step-by-step instructions on how you can quickly get your Smart View tab back.

Access to Smart View is included with all CalPlanning access requests.

Campus finance members who require access to the CalPlanning tools must have their local access provider submit a CalPlanning User Access Request Form. The CalPlanning data repositories a user can access with Smart View are...

November 13, 2019

November 2019 CalPlanning Release Notes

The CalPlanning planner tools, CalPlan and HCP, are now available with the FY20 Forecast Q1 Submission version.

We have also updated CalPlanning to improve performance, reliability, and compatibility with newer browsers and operating systems.

Please note: There will be several actions that all CalPlanning users need to do when first logging in. Please review ...

CalPlanning is available with technical support:

8am-5pm, Monday - Friday, except University holidays

CalPlanning is open but without technical support

7am-8am, Monday - Friday and weekends 5pm-3am, Monday - Friday

CalPlanning is not available: 3am-7am daily

Check out the CalPlanning home page for the latest updates on...

To get access to CalPlanning, contact your local CalPlanning Access Provider and request access. Each unit has a CalPlanning Access Provider who can submit a CalPlanning User Access Request Form to change type of access or provide new access.

Check out the...