Course Description
CalPlanning: Introduction & Reporting is a blended learning course that introduces participants to the CalPlanning application and reports using the CalRptg database. Participants will learn to generate, modify, print and save reports from the CalRptg database using a library of report templates.
This blended learning course is structured in two parts: self-study comprised of reading and doing practice exercises followed by an instructor-led group session in which we will build on the self-study material with Q&A and case studies. You may request an office hour with the instructor for assistance with the self-study material. Enroll in CalPlanning: Introduction & Reporting to receive invitations to the office hours and online group sessions.
Activity |
Details |
Timing |
Time Commitment |
Setup |
Install GlobalProtect on your laptop |
2 weeks prior to group session |
1 hour effort over 3-7 working days |
Self-Study |
Read and email completed exercises to instructor |
No later than 2 days prior to group session |
2 hours |
Office Hour |
Optional – sign up for an office hour if you need help with the self-study exercises |
1 hour |
|
Group Session |
Online Zoom meeting |
1.5 hours |
Pre-requisites:
- Access to CalPlanning
- Familiarity with chart of accounts and chartstrings at Berkeley
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