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Table of Contents Overview ......................................................................................................................................... 3 Set-up instructions ......................................................................................................................... 4 Signing in ........................................................................................................................................ 5 Forms .............................................................................................................................................. 7 Hyperion Planning Functionality ................................................................................................... 9 Color codes ................................................................................................................................ 9 Toolbar Commands ................................................................................................................... 9 Working with Forms in Hyperion Planning ................................................................................. 13 Entering Data within Forms ..................................................................................................... 13 Saving Data and Running the Business Rule ........................................................................ 14 Viewing a Different Entity or Org ............................................................................................ 16 Adding Supporting Detail ........................................................................................................ 16 Budgeting to a Chart String Not in the Forms........................................................................ 18 Best Practices .......................................................................................................................... 21 Working with Forms in Hyperion Smart View ............................................................................. 22 Smart View Initial Set-Up ......................................................................................................... 22 Smart View and Microsoft Office Suite ................................................................................... 26 Establishing a Connection ...................................................................................................... 28 Selecting a Form ...................................................................................................................... 32 Viewing a Different Entity or Org ............................................................................................ 34 Entering Data and Navigating within Smart View Forms ...................................................... 34 Saving Data and Running Business Rules ............................................................................. 34 Adding Cell Text ....................................................................................................................... 35 Adding Supporting Detail ........................................................................................................ 35 Option Settings ........................................................................................................................ 40 Delegating Responsibility to Others ....................................................................................... 43
