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:

  • Wednesday, December 4, 10:30 pm to Thursday, December 5, 8:00 am

CalPlan and HCP are available

for planning FY25 Forecast and a preliminary version of the FY26 Operating Budget. See the October 2024 release notes for details.

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.

October 2024 Actual Data Load

  • CalRptg and Cal Answers were updated with closed October 2024 Actuals on Wednesday morning, November 13
  • HCPRptg was updated with closed October Actuals on Thursday morning, November 14
  • CalPlan and HCP were updated with October Actuals on Tuesday morning, November 19

September 2024 Actual Data Load

  • CalRptg and Cal Answers were updated with closed September 2024 Actuals on Monday noon, October 14
  • HCPRptg was updated with closed September 2024 Actuals on Tuesday night, October 15
  • CalPlan and HCP was made available with July through September Actuals on Wednesday, October 23

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

FY25 Forecast & FY26 Operating Budget snapshots

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

  • Initial - copy of FY24 Operating Budget Final - 10/4/2024
  • Q1 Submission - 11/18/2024
  • Q2 Submission - early February 2025 tentative
  • R1 - 10/23/2024
  • R2 - early February 2025 tentative
  • R3 - early March 2025 tentative
  • PriorMnth - 11/18/2024
  • Planner Submission - after FY26 Operating Budget deadline in Spring 2025