Actions required after CalPlanning upgrade
There are several actions users need to take when they first log back into CalPlanning after our upgrade on November 24. Please review the CalPlanning Upgrade Job Aid for details.
If you are having difficulty with Smart View, see these parts of the job aid: connecting your saved Smart View queries to the servers post-upgrade and Smart View private connections.
CalPlan and HCP are available
for planning FY26 Forecast and a preliminary version of the FY27 Operating Budget.
CalPlan and HCP unavailable starting Monday, February 9
We anticipate making planning tools CalPlan and HCP unavailable for edits starting Monday, February 9 until early March, while we make updates to the system for the budget process.
CalRptg and HCPRptg are available for reporting
from CalPlanning and Smart View. Reminder: Click on the Explore button to access reports, including the Key Controls report.
January 2026 Actual Data Load
- CalRptg and Cal Answers will be updated with closed January Actuals on Tuesday morning, February 17.
- HCPRptg will be updated with closed January Actuals on Tuesday night, February 17.
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The FY26 Forecast in CalPlan and HCP will be updated with closed January Actuals in early March
February 2025 Actual Data Load
- CalRptg and Cal Answers were updated with closed February Actuals on Monday morning, March 16.
- HCPRptg was updated with closed February Actuals on Monday night, March 16.
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The FY26 Forecast in CalPlan and HCP were updated with closed February Actuals on Tuesday morning, March 17.
More BFS Monthly Close and Fiscal Year Close details can be found on the Controller's website.
FY25 Forecast & FY26 Operating Budget snapshots
The versions below are a copy of Working as of the date indicated:
- Initial - copy of FY26 Operating Budget Final - 8/25/2025
- R1 - 9/15/2025
- PriorMnth - 1/14/2026
- Planner Submission - 11/17/2025 after fall forecast deadline
- Q1 Submission - 12/15/2015