UC Berkeley’s Financial Planning and Analysis Tool

CalPlanning System is available after Maintenance  on Sunday, May 15. All of CalPlanning (CalRptg, HCPRptg, CalPlan and HCP and Smart View) are available for planned maintenance to apply required security patches was completed Sunday morning, May 15.

CalPlan and HCP are available for edits to FY22 Forecast and FY23 Operating Budget. See the May 2022 Release note for details on recent changes.

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.

If you have not logged into CalPlanning since our system upgrade on July 6, you will need to do some first-time setup. See the job aid as a pdf or webpage for instructions.

March 2022 Actual Data Load

  • CalRptg was updated with closed March 2022 Actuals on Tuesday, April 12
  • CalPlan and HCP and HCPRptg were updated with March 2022 Actuals in late April

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