Planning
- Options for Editing Data in CalPlan and HCP Forms
- Copying and Pasting Data with Internet Explorer and Chrome
- Plan Only Members by Fund Type
- BFS to CalPlan Account Map Table
- BFS to CalPlan Fund Map Table
- CalPlan Account Values
CalPlan Job Aids
Human Capital Planning (HCP) Job Aids
Smart View Job Aids
- 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.
- Restoring 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.
- 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.
- Smart View CalRptg Member Selection Job Aid - Smart View allows you to directly type your members in into the Ad Hoc grid column and row labels. This cheat sheet displays all of the most common members for easy entry.
- Printing and Saving a Smart View File via Citrix Remote Access
- Oracle Smart View On-Line User Guide