Smart View for Planning

Smart View for Planning Course

Designed for CalPlanning users who are experienced with the web interface of CalPlan, Smart View for Planning introduces the Excel interface of Smart View that you can use to enter data into the CalPlan and HCP Forms.

You will learn how to launch Smart View, access the CalPlan forms and enter data, and understand the differences between saving data in Excel and CalPlan. This will allow you to upload your budget and forecast data from Excel directly into the CalPlan tool. The concepts in this course are applicable to HCP via Smart View as well.

This blended learning course has 2 hours of self-study material that you complete prior to participating in a 1 hour group learning session. Enroll in a class.

Pre-requisite: Completion of Navigating CalPlan or experience using CalPlan via the web interface

Smart View for Planning

• Self-study reading and exercises