Training

Getting Started Guide

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

CalPlanning Roles

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

FY2017-18 Working Budget Labs, University Hall, Room 28

2.24.17

Come 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.

Click on the date links below to register for a session. You are welcome to come for as short or long as you need during the 2-hour labs. Computers provided in University Hall, room 28. Bring your training materials, questions, and headphones if you want quiet while you plan! 

Day

Date & Time

Wednesday Apri 12th, 1:00 - 3:00 PM
Thursday Apri 20th, 10:00 AM - 12:00 PM
Friday Apri 28th, 10:00 AM- 12:00 PM


Please make sure to cancel your registration if you are no longer able to attend your lab, so we can plan staff accordingly.

FY2017-18 Budget Process Tool Training COMPLETED

The FY2017-18 budget cycle CalPlan and Human Capital Planning (HCP) tool training sessions are all completed at this time. 

To learn more about our CalPlanning tools, check out the slide presentations and exercise packets for 

  • Introduction to CalPlanning
  • CalPlanning Reporting
  • Smart View Ad Hoc Basics 1 & 2 
  • Navigating CalPlan
  • Creating a Compensation Plan Navigating Human Capital Planning (HCP)

Sign up for one or more of the FY2017-18 Working Budget Labs for hands-on computer based help in creating your plans.

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:

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

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
Wednesday 03/29/17

Introduction to
CalPlanning

1:00 pm -
3:00 pm
University Hall,
Room 670
Wednesday 04/12/17

CalPlanning
Reporting

1:00 pm -
4:00 pm
University Hall,
Room 28
Wednesday 06/07/17

Smart View
Ad Hoc Basics 1

1:00 pm -
4:00 pm
University Hall,
Room 28
Wednesday 06/21/17

Smart View 
Ad Hoc Basics 2

1:00 pm -
4:00 pm
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