Exercise 6: Drill Through - Account Summary
In this exercise, you will use the Drill Through - Account Summary Form to review data for a specific account in the Department and to update data for the Operating Plan using the data spreading functionality.
Exercise
1. Open the Drill Through – Account Summary form.
2. Select a division (L3) or department (L4) for your Org and select the Go button to refresh the display.
3. Right-click on the account 550XX – General Supplies – Plan and select Acct_Summary_Details from the context sensitive menu.
4. In the column for FY25 Forecast Working, expand the period by selecting the right facing triangle above the word YearTotal.
5. Expand Q4 to display the months Apr, May, and Jun.
6. Find a row that has a number entered in at least one of these months. Change the value in the Q4 column to twice its current amount and notice how CalPlan automatically doubles the amounts in the monthly columns.
7. Select the Save button to save your changes.
8, Return to the summary view by selecting the Drill Through - Account Summary link in the upper left corner.
Next Topic: Actualized Forecast