UC Berkeley’s Financial Planning and Analysis Tool

Quick Start

Log into CalPlanning
with Google Chrome, Microsoft Edge, or Firefox

Log into CalPlanning with Citrix

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.

CalPlan and HCP are closed so the Financial Planning & Analysis team can review the budget submissions. CalPlan and HCP will remain unavailable while the FY24 Operating Budget is finalized.

April 2023 Actual Data Load

  • CalRptg was updated with closed April 2023 Actuals on Monday morning, May 15
  • HCPRptg was updated with closed April 2023 Actuals on Monday noon, May 15

March 2023 Actual Data Load

  • CalPlan and HCP were updated with March 2023 Actuals on Thursday morning, April 13 before 9 am and they will not be updated with Actuals again until after the budget process is complete

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

FY23 Forecast & FY24 Operating Budget snapshots

The versions below are a copy of Working as of the date indicated.

  • Initial - copy of FY23 Operating Budget Final - 9/6/2022
  • Q1 Submission - 11/20/2022
  • Q2 Submission - 2/15/2023
  • R1 - 3/17/2023
  • R2 - 4/10/2023
  • PriorMnth - 4/12/2023

CalPlanning System Maintenance

All of CalPlanning (CalRptg, HCPRptg, CalPlan and HCP and Smart View) will be unavailable for planned maintenance to apply required security patches on:

  • Sunday, May 21, 6:00 am to midnight
  • Wednesday, May 24, 10:30 pm to Thursday, May 25, 8:00 am