UC Berkeley’s Financial Planning and Analysis Tool

CalPlanning is available

CalRptg is available for reporting using reports and Smart View.

HCPRptg is available for reporting using reports and Smart View.

CalPlan and HCP are  available for planning FY20 Forecast and FY21 Operating Budget

 

Budget process update

As we discussed at the DFL forum, we are adjusting the campus budget schedule and process. The budget process will take place between the end of May and the middle of August. We’re adjusting our usual submission documents to plan for two scenarios, to be selected by the Chancellor and EVCP. Final decisions about the process will be communicated by the end of May. We'll post updates to the budget process page as they become available.

CalPlanning Scenario Version Updates

FY2020-21

  • Operating Budget Planner Submission is read-only as of end of day May 22, 2020.
  • Operating Budget Initial read-only snapshot is available to view in reporting.

FY2019-20

  • Forecast Working includes data with the July to March periods Actualized.
  • Forecast Planner Submission is read-only as of end of day May 22, 2020.
  • Forecast Prior Month (PriorMnth) is read-only as of end of day May 22, 2020.
  • Actual Final CalRptg is updated with closed month May 2020 actual data.
  • Actual Final in CalPlan and HCP are updated with closed month May 2020 actual data.
  • Actual Final in CalRptg is updated nightly with actual data as of close of business.

May 2020 Actual Data Load

  • CalRptg was updated with closed May 2020 Actuals on Thursday, June 18 at 6:30 am
  • CalPlan and HCP and HCPRptg were updated with April and May 2020 Actuals data on June 29

More BFS Monthly Close and BFS Fiscal Close details can be found on the Controller's website.