UC Berkeley’s Financial Planning and Analysis Tool

Quick Start

Log into CalPlanning with Citrix

Log into CalPlanning with Google Chrome, Microsoft Edge, or Firefox

CalPlan and HCP are available for planning. See the January 2022 release note for details about FY22 Forecast.

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.

If you have not logged into CalPlanning since our system upgrade on July 6, you will need to do some first-time setup. See the job aid as a pdf or webpage for instructions.

December 2021 Actual Data Load

  • CalRptg was updated with closed December 2021 Actuals on Thursday, January 13
  • CalPlan and HCP and HCPRptg was updated with December 2021 Actuals on Sunday, January 16 

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