Planning
- Plan Only Members by Fund Type
- BFS to CalPlan Account Map Table
- BFS to CalPlan Fund Map Table
- CalPlan Account Values
CalPlan Job Aids
- Multiyear Budget Template Job Aid
- Operating Transfers Guidelines
- Drill Through - Account Details Form
Human Capital Planning (HCP) Job Aids
Smart View Job Aids
- Restore Smart View in MS Excel - No longer seeing the Smart View tab in your local version of MS Excel? This guide provides step by step instructions for quickly bringing back to its proper place.
- Dimensions in CalRptg explains the 11 dimensions in the CalRptg database with screenshots that show the drill down for the more complex dimensions such as Account and Fund.
- Selecting Multiple Members in Smart View Ad Hoc - There are several ways to select multiple members in rows and columns. This job aid shows you how to select members quickly and easily, define whether summary rows appear at the top or bottom of the list, and how to suppress the display of rows that have a value of zero or have no data.
- Accessing Your Files When Using Smart View with Citrix - When you use Citrix, you are running applications from a virtual desktop, not the desktop of your computer, so there are a few extra clicks required to navigate to your printers and/or folders.
- Update Smart View Registry Settings to Prevent Timeouts - If you are experiencing a timout error in Smart View, changing the timeout settings in the Smart View registry may resolve the issue.
- Oracle Smart View On-Line User Guide
Citrix Web Browser for CalPlanning and SmartView
- Accessing Your Files When Using Smart View with Citrix - When you use Citrix, you are running applications from a virtual desktop, not the desktop of your computer, so there are a few extra clicks required to navigate to your printers and/or folders.