Job Aids
Getting Started
- CalPlanning Getting Started Guide
- CalPlanning first-time set up for new users or experienced users with a new computer
General
- BFS to CalPlan Account Mapping
- BFS to CalPlan Fund Mapping
- Plan Only Fund Types
- Dimensions in CalRptg
- Add a CF1 to CalPlanning
- CalPlanning Data Flow and Timing
Reporting
CalPlan Job Aids
- Drill Through - Account Summary Job Aid
- Drill Through - Account Details Form
- Multiyear Budget Template Job Aid
- Operating Transfers Guidelines
Human Capital Planning (HCP) Job Aids
- Compensation Drill Through Job Aid
- Human Capital Planning Scenarios Job Aid
- Pooled Positions Job Aid
- Fee Remission Job Aid
- Review HCM Data to Add to Plan Job Aid
- Video: Review HCM Data to Add to Plan
- Pooled Job Code Table
Smart View Job Aids
- Smart View Dimensions and Members Job Aid 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 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.
- Restore Smart View in Excel - No longer seeing the Smart View tab in your local version of Excel? This guide provides step by step instructions for restoring Smart View to Excel.
- 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 Online User Guide