Getting Started

Access and Support | Browser Requirements | Log Into CalPlanning | Helpful Links

1. Request CalPlanning access 

        Get access to CalPlanning

To get access to CalPlanning, contact your local CalPlanning Access Provider and request access. Each unit has a CalPlanning Access Provider who can submit a CalPlanning User Access Request Form to change the type of access or provide new access.

 Access requirements

  Access to the CalPlanning tools requires both:

1. Approval from your Divisional Finance Leader

2. Participation in CalPlanning Training

New users make sure to enroll in the next available CalPlanning training when you request access. 

Existing user, either previously completed training is required for user access level or a verbal agreement in place with Unit to provide coaching and training as needed.

2. Get support

      CalPlanning support 

    • Review the Getting Started Guide
    • Check in with your local CalPlanning Access Provider and a CalPlanning Tool Assistant. Find out who your contact person is by reviewing the Local Unit CalPlanning Support list. 
    • For technical help with CalPlanning, contact the Help Desk:
      • Available Mon-Fri 8 am to 5 pm PST, except University holidays:
      • Call (510) 664-9000 option 1 (for IT), then 2 (for CalPlanning)
      • Or, email

3. Check the browser requirements

Before logging into CalPlanning, you may want to note that the CalPlanning Help Desk supports the following systems, only:

  • Internet Explorer Internet Explorer 11
  • Windows 10
  • Oracle Smart View plug-in with Microsoft Office 2016 or 2019

Read more details on the Browser Requirements page

4. Log into CalPlanning

There are two ways to login to CalPlanning:

1. Citrix

The easiest way to login to CalPlanning is through Citrix. This way, you do not need to worry about which browser you are using to log in. You will need to install Citrix before logging in. You can find instructions on how to install Citrix here

Once you have installed Citrix, point your web browser to , log in with your CalNet credentials, then click on CalPlanning.

2. Browser Login

You can login directly via your browser but to do so you must have the right browser version, as well as set your browser and CalPlanning default settings.

Click on the “CalPlanning Login” button on the home screen.

Helpful Links for New Users