Data Updates
Plan Data Updates in CalRptg and HCPRptg
- Plan data is pushed from HCP to CalPlan, from HCP to HCPRptg, and from CalPlan to CalRptg every 3 hours daily at:
- 9 AM
- 12 PM
- 3 PM
- 6 PM
- 9 PM
- To avoid an incomplete refresh of your data, do not run CalPlanning reports (CalPlan, CalRptg, HCPRptg and Smart View) for the first 15 minutes of the push hours.
Actuals Data Updates in CalRptg
Actuals data from the general ledger (BFS) is loaded to CalRptg each night. CalRptg reports include a footnote with the date of the most recent nightly load and the date of closed monthly Actual data. Depending on your selection of Period and Time Series, reports can be run to view:
- Actual data as of the close of the prior business day for unclosed months
- Monthly Actuals for periods that have closed in BFS
Chart of Accounts Updates
New Members in Fund Dimension
Newly created Funds in BFS will be added to CalRptg nightly with temporary Fund type classifications that will be reviewed and updated after the monthly close. These are the temporary Fund members where newly created funds will be organized until the tree is updated:
- New Contracts & Grants Funds
- New Current Funds Not C&G
- New Non-Current Funds
CalPlanning Release Notes notify users of hierarchy tree updates.