UC Berkeley’s Financial Planning and Analysis Tool

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CalPlanning Status

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.

CalPlan and HCP are closed so the Financial Planning & Analysis team can review the budget submissions. CalPlan and HCP will remain unavailable while the FY24 Operating Budget is finalized.

August 2023 Actual Data Load

  • CalRptg and Cal Answers will be updated with closed August 2023 Actuals on Thursday morning, September 13
  • HCPRptg will be updated with closed August 2023 Actuals on Thursday noon, September 13

FY24 Beginning Balance

FY24 Beginning Balance will be loaded to CalRptg and CalPlan when after the budget process is complete and when we open the FY24 Forecast.

March 2023 Actual Data Load

  • CalPlan and HCP were updated with March 2023 Actuals on Thursday morning, April 13 before 9 am and they will not be updated with Actuals again until after the budget process is complete

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

FY23 Forecast & FY24 Operating Budget snapshots

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

  • Initial - copy of FY23 Operating Budget Final - 9/6/2022
  • Q1 Submission - 11/20/2022
  • Q2 Submission - 2/15/2023
  • R1 - 3/17/2023
  • R2 - 4/10/2023
  • PriorMnth - 5/31/2023
  • Planner Submission - 5/31/2023

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, August 23, 10:30 pm to Thursday, August 24, 8:00 am