Enter Data in Forms

Form Layout

Each form has several tabs to organize data and simplify data entry .
Comp expenses are managed in HCP; the summary of that data is loaded into CalPlan; for this reason, the Comp Expense tab is read-only.
Editable vs non-editable cells • You can edit cells with a white background; you cannot edit cells with a gray background .
A cell may be non-editable for various reasons:
- The period has passed and the actual data has been loaded.
- The form contains summarized data.
- You do not have access to write to the entity.

Data Must Be Entered at Lowest Level

To enter data, you must select the lowest level for:

Entity (DeptID)
Account
Fund (use the 5 Plan Only Members)
Chart1

The Account Intersection and Entity Intersection forms automatically present data at the lowest level for these dimensions so you'll see the white background indicating that cells can be edited. Other forms have dimensions in a Point of View (POV) with drop-down lists that allow you to display the detail in detail or at a summary level. In these forms, cells with a gray background cannot be edited, either because one or more dimensions is not at the detail level or because you do not have write access to the entity. Adjust the dimensions in the POV to the detail level so you can edit the data.