Actions required after CalPlanning upgrade
There are several actions users need to take when they first log back into CalPlanning after our upgrade on November 24. Please review the CalPlanning Upgrade Job Aid for details.
If you are having difficulty with Smart View, see these parts o the job aid: connecting your saved Smart View queries to the servers post-upgrade and Smart View private connections.
CalPlan and HCP are available
for planning FY26 Forecast and a preliminary version of the FY27 Operating Budget.
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.
November 2025 Actual Data Load
- CalRptg and Cal Answers were updated with closed November Actuals on Wednesday morning, December 10.
- HCPRptg was updated with closed November Actuals on Friday morning, December 12.
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The FY26 Forecast in CalPlan and HCP was updated with closed October and November Actuals on Monday, December 15.
December 2025 Actual Data Load
- CalRptg and Cal Answers will be updated with closed December Actuals on Wednesday morning, January 14.
- HCPRptg will be updated with closed December Actuals on Wednesday night, January 14.
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The FY26 Forecast in CalPlan and HCP will be updated with closed December Actuals on Wednesday morning, January 21.
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 FY26 Operating Budget Final - 8/25/2025
- R1 - 9/15/2025
- PriorMnth - 11/17/2025
- Planner Submission - 11/17/2025 after fall forecast deadline
- Q1 Submission - 12/15/2015