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.

March 14, 2016

March 10, 2016

Divisional Finance Leaders,

CalPlanning Blackout: March 16-17
There will be a CalPlanning blackout from Wednesday, March 16 to Thursday, March 17 for the Forecast and Operating Budget snapshot and February monthly Actuals data load to CalPlan.