Training

Getting Started Guide

New Planners and Reporting Only Users, please review the CalPlanning Getting Started Guide.

CalPlanning Roles

  • Planners create and analyze budgets and run financial reports
  • CalRptg & HCPRptg Reporters run and analyze financial reports

Quarterly Basic CalPlanning Tool Training Now Enrolling!

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:

Attend in the order listed above as the curriculum builds from class to class. Access to CalPlanning is required.

Enroll in one of our upcoming classes.

Day Date Class (click to register) Session Time Location
Thursday September 14, 2017

Introduction to 
CalPlanning

1:00 pm -
3:00 pm

University Hall, 
Room 670
Wednesday

September 27,
2017

CalPlanning 
Reporting

1:00 pm -
4:00 pm
University Hall, 
Room 28
tbd

October
2017

Smart View 
Ad Hoc Basics 1

tbd University Hall, 
Room 28
tbd

November
2017

Smart View 
Ad Hoc Basics 2

tbd University Hall, 
Room 28

Enroll in Future CalPlanning Tool Training Sessions!

If you are interested in attending future CalPlanning training sessions, click on the class link(s) below to be automatically notified once additional offerings are open for enrollment.

Introduction to CalPlanning
CalPlanning Reporting
Smart View Ad Hoc Basics 1
Smart View Ad Hoc Basics 2