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 available for planning FY20 Forecast and FY21 Operating Budget. See the release notes for details.

HCP is unavailable and closed for edits until fall.

August 2019 Actual Data Load

  • CalRptg was updated with closed August 2019 Actuals on Thursday, September 12 at 8:45 am
  • CalPlan was updated with FY20 Beginning Balance, July, and August data in September 18

HCP

  • Due to UCPath, HCP and HCPRptg are not loaded with employee-level data for the March, April, May, June periods; see the release note for details
  • We continue to work on converting HCP and HCPRptg with UCPath employee IDs and job codes. We plan to make those available in mid-October.

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

FY2020-21

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

FY2019-20