UC Berkeley’s Financial Planning and Analysis Tool

Reporting functionality is available from CalPlanning and Smart View using the CalRptg and HCPRptg databases.

The CalPlan and HCP planning tools are not available for planning FY21 Operating Budget as it is being reviewed and finalized. See the budget process page for updates as they become available.

Budget Process update

FY21 Operating Budget is now finalized with the Final version available for reporting. The CalPlanning planning tools (CalPlan, HCP) are currently closed as we prepare to open FY21 Forecast in January. Due to the extended FY21 budget process, we will not ask planners to complete Q1 or Q2 variance reports nor complete a Q2 flash forecast. We plan to open FY22 Operating Budget with the budget call in the spring.

CalPlanning Scenario Version Updates

FY2020-21

  • Operating Budget Planner Submission is read-only as of end of day November 10, 2020.
  • Operating Budget Initial read-only snapshot is available to view in reporting.

FY2019-20

  • Forecast Working includes data with the July to June periods Actualized.
  • Forecast Planner Submission is read-only as of end of day November 10, 2020.
  • Forecast Prior Month (PriorMnth) is read-only as of end of day May 22, 2020.
  • Actual Final CalRptg is updated with closed month October 2020 actual data.
  • Actual Final in CalPlan is updated with closed month June 2020 actual data.
  • Actual Final in CalRptg is updated nightly with actual data as of close of business.

FY2020-21 Beginning Balance Actual Data Load

December 2020 Actual Data Load

  • CalRptg was updated with closed December 2020 Actuals on Thursday, January 14
  • HCPRptg was updated with closed December 2020 Actuals on Tuesday , January 19
  • CalPlan will be loaded with FY21 beginning balance, July to December Actuals after the October 23 budget submission deadline

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

  • CalRptg was updated with closed December 2020 Actuals on Thursday, January 14