UC Berkeley’s Financial Planning and Analysis Tool

CalPlanning is Available

There are several actions that all CalPlanning users need to do when first logging in after we upgraded the system in November. Please review the job aid for details about the actions needed.

CalRptg is available for reporting using reports and Smart View.

HCPRptg is available for reporting using reports and Smart View.

CalPlan and HCP are available for planning FY20 Forecast and FY21 Operating Budget.

December 2019 Actual Data Load

  • CalRptg will be updated with closed December 2019 Actuals on Saturday, January 18 at 6:30 am
  • CalPlan and HCP will be updated with December 2019 Actuals data on Friday, January 24 with the Forecast Actualized

CalPlanning will be unavailable January 24 & January 31

Please note that the CalPlanning planning applications will be unavailable on Friday, January 24 and Friday, January 31 while we make updates. If you have any questions, please contact the Help Desk at calplanhelp@berkeley.edu or (510) 664-9000 option 1 (for IT), then 2 (for CalPlanning).

  • CalPlan and HCP will be unavailable Friday, January 24 while we update December Actuals, actualized the Forecast and update central transfers for FY20 and FY21.

  • HCP will be unavailable Friday, January 31 while we update  the new CBR structure and rates and load fresh UCPath HCM data for planners to review and selectively copy to HCP.

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

  • Forecast Working is open for editing by planners with the July to October periods Actualized.
  • Forecast Prior Month (PriorMnth) is read-only as of end of day January 1, 2019.
  • Actual Final CalRptg is updated with closed month November 2019 actual data.
  • Actual Final in CalPlan and HCP are updated with closed month November 2019 actual data.
  • Actual Final in CalRptg is updated nightly with actual data as of close of business.