May 12, 2017

GET SMART!
Smart View Ad Hoc Basics 1 & 2 classes are open for enrollment.
These classes are designed to introduce our CalPlanning Reporting and Planner roles to the powerful querying capabilities available from Oracle Essbase.  You will leave the first class with CalPlanning queries you created drilling into live CalRptg data.  

May 10, 2017

CalRptg, HCPRptg, and Smart View are now available with the FY17 Forecast and FY18 operating Budget Planner Submission versions available for reporting. CalPlan and HCP (FY18 Forecast Working) are scheduled to reopen in the first two weeks of July. See complete release details below.

See complete release details here.

May 4, 2017

CalPlanning Community,

The CalPlanning tools (CalPlan, CalRptg, HCP, HCPRptg, Smart View) will close at 7pm on Friday, May 5 in sync with the submission deadline for your FY17 Forecast and FY18 Operating Budget.

May 3, 2017

There are seats available in our upcoming CalPlanning Reporting training session being held on Wednesday May 17th  from 1:00 pm to 4:00 pm in University Hall, room 28.

This class is the second in a series of quarterly basic CalPlanning training modules designed for both our Planner and Reporting Only roles.  

April 28, 2017

A new HCPRptg report is now available to support your FTE analysis: Job Code Trend by Actual Payroll $ and FTE (HCP003). All CalPlanning users with HCPRptg access can run this report. We invite you to review the reporting job aid to learn more about using the report. 

There is one more Working Budget Lab available before FY2017-18 budgets are due. Finance staff are invited to visit the CalPlanning website to sign up for the session on Wednesday, May 31-3pm. Computers provided!

March 12, 2017

3.12.17

XTRA! Smart View Ad Hoc Basics 3 HCPRptg

During this Friday's, March 17th Working Budget Lab we will practice creating Smart View Ad Hoc compensation

plan and actual data queries connecting Essbase to the HCPRptg cube.

February 24, 2017

Come down to University Hall, room 28 to create your FY2017-18 plans in a safe, supported computer lab. Work alongside your finance peers and with the support of your trainers and CalPlanning tool and budget process subject matter experts to refine both your FY17 Forecast and FY18 Operating Budget for Non-Compensation, Revenues, Transfers and Compensation Expenses.

February 8, 2017

The CalPlanning FY17 Forecast and FY18 Operating Budget are now available with refreshed Employee and Position data from HCM and additional enhancements.

Read More

February 6, 2017

CalPlan and HCP Training Classes for New Hires Now Enrolling!

These classes are designed for our newest finance professionals (hired after February 2016) who have the Planner role in CalPlanning AND have attended the two prerequisite classes - Intro to CalPlanning and CalPlanning Reporting.

November 22, 2016

November 22, 2016

The Office of the CFO is now offering four of the CalPlanning tool training courses on a quarterly basis for our newest members to the Finance Community. Ongoing training sessions are now open for enrollment in the UC Learning Center for both our CalPlanning Reporting and Planner roles:

  1. Introduction to CalPlanning

  2. CalPlanning Reporting

  3. Smart View Ad Hoc Basics 1

  4. Smart View Ad Hoc Basics 2

October 28, 2016

October 28, 2016

The FY17 Forecast Working as been updated to include the approved FY17 Composite Benefit Rates (CBR) and approved FY17 General, Automobile, and Employment Liability (GAEL) rate.

Read more details about the release.

October 27, 2016

CalPlan, the planning tool, will be closed for edits from 6pm on 10/27 to 7am on 10/28 while we update FY17 Forecast Working with the new Composite Benefits Rates (CBR) and Ge

October 25, 2016

Funding for the FY17 Staff Appreciation and Recognition program (STAR) has been allocated and $2 million is being distributed to divisions at the end of this month. The funding allocation has been sent to the Divisional Finance Leaders and Chief Administrative Officers. 

Information

Fund Allocation

October 20, 2016

In conjunction with Quarterly Reporting, we are launching a new Quarterly Forecast process to help campus leadership more accurately assess if we're on track to meet our financial goals. These quarterly forecasts provide the opportunity to make material modifications to your existing plan, update leadership on how the campus is performing against its financial goals, and inform planning for the remainder of the year.

September 22, 2016

We now offer 4 of our CalPlanning tool training courses on a quarterly basis for our newest members to the Finance Community. Ongoing training sessions are now open for enrollment in the UC Learning Center for our CalPlanning Reporting and Planner roles:

July 6, 2016

Ongoing Smart View Ad Hoc Basics 1 & 2 training sessions are now open for enrollment in the UC Learning Center for our CalPlanning Reporting and Planner roles. 
The Introduction to CalPlanning and Intro to CalPlanning Reporting classes are prerequisites to attend the Smart View Ad Hoc Basics 1 training.

Smart View Ad Hoc Basics 1

Prerequisite : Introduction to CalPlanning & Intro to CalPlanning Reporting

June 9, 2016

June 7, 2016

Visit the Campus Budget Office, Cal Answers, and Smart View booths at Summerfest 2016!

March 17, 2016

Dear CalPlanning Community,

CalPlanning is now available for continued planning in the working version.

During yesterday's outage, CalPlanning was updated with February Actuals and FY16 Forecast and FY17 Operating Budget snapshots in the Planner Submission version, as of March 16.