How do I plan to a BFS Account that is not included in CalPlan?

You can reference the BFS to CalPlan Account Map Table which lists all of the accounts available in BFS. The table identifies which accounts:

  • are available to budget to in CalPlan, Planning Level  = Individually (column E)
  • are NOT available in CalPlan, Planning Level = Summary (column  E)

For the accounts not available in CalPlan, the table indicates which Plan Only Account members in the CalPlan Account Value (column F) planners should use for planning the intersection. 

Check out the CalPlan Account Values job aid for a list of the BFS accounts available to plan to in CalPlanLists the BFS Accounts available in CalPlan.

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