UC Berkeley’s Financial Planning and Analysis Tool

CalPlanning is Available

CalRptg and HCPRptg are available for reporting using reports and  Smart View.

CalPlan and HCP are unavailable while we load Nov Actuals and Actualize the Forecast.

November 2018 Actual Data Load

  • CalRptg was updated with closed November 2018 Actuals on Wednesday, December 12 at 7 am.
  • HCPRptg was updated with closed November 2018 Actuals on Thursday, December 13 at 6 pm.
  • CalPlan and HCP will be updated with October Actuals and Actualized Forecast on Tuesday, December 18.

Check this page for the most up-to-date CalPlanning information.

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

CalPlanning Scenario Version Updates


  • Operating Budget Working is open for editing.
  • Operating Budget Initial read-only snapshot is available to view in reporting.


  • Forecast Working is actualized for closed months (July 2018 - October 2018).
  • Forecast Prior Month (PriorMnth) is a read-only as of end of day October 31, 2018 (the last working day of the month).
  • Actual Final CalRptg and HCPRptg are updated with closed month October 2018 actual data.
  • Actual Final in CalPlan and HCP is updated with closed month October 2018 actual data.
  • Actual Final in CalRptg is updated nightly with actual data as of close of business.