UC Berkeley’s Financial Planning and Analysis Tool

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CalPlanning System Maintenance

All of CalPlanning (CalRptg, HCPRptg, CalPlan and HCP and Smart View) will be unavailable for planned maintenance to apply required security patches on:

  • Wednesday, February 28, 10:30 pm to Thursday, February 29, 8:00 am

CalPlanning Status

CalPlan and HCP are not available for planning until early March while we make updates to the system for the budget process. Refresher training will be available for experienced CalPlanning users. See Training for the schedule of FY25 Budget Process - Training for Experienced Users sessions. You can find training for new users on this page too.

CalRptg and HCPRptg are available for reporting from CalPlanning and Smart View. Reminder: Click on the Explore button to access reports, including the Key Controls report.

January 2024 Actual Data Load

  • CalRptg and Cal Answers were updated with closed January 2024 Actuals on Monday morning, February 12
  • HCPRptg was updated with closed January 2024 Actuals on Monday noon, February 12
  • CalPlan and HCP will be updated with January 2024 Actuals on Monday morning, March 4

February 2024 Actual Data Load

  • CalRptg and Cal Answers will be updated with closed February 2024 Actuals on Tuesday morning, March 12
  • HCPRptg will be updated with closed February 2024 Actuals on Tuesday afternoon, March 12
  • CalPlan and HCP will be updated with February 2024 Actuals on Thursday morning, March 14

More BFS Monthly Close and BFS Fiscal Close details can be found on the Controller's website

FY24 Forecast & FY25 Operating Budget snapshots

The versions below are a copy of Working as of the date indicated:

  • Initial - copy of FY23 Operating Budget Final - 9/14/2023
  • Q1 Submission - 11/19/2023
  • Q2 Submission - 2/6/2024
  • R1 - 10/17/2023
  • R2 - 2/6/2024
  • R3 - early-March 2024 (tentative)
  • PriorMnth - 2/6/2024
  • Planner Submission - TBD