CalPlan/HCP are available for planning
FY25 Forecast and FY26 Operating Budget. FY25 Forecast includes July to February Actuals and will not be updated with Actuals for the remainder of this fiscal year due to the budget process. Please review the March 2025 release notes for details.
To help make the CalPlan and HCP forms perform more quickly for you, we suggest that you set your preferences as:
- CalPlan MyOrg preference to an L3 org or below
- HCP MyOrg preference to an L5 or L6 or L7 org
This will bring back fewer intersections to display in your form and improve performance for everyone.
Budget Deadline on Friday, May 2
The completed FY25 Forecast, FY26 Operating Budget, and the FY2027-2028 multi-year budget template are due in CalPlan and HCP on Friday, May 2.
The R180 - Budget Template and R181 - Use of Reserves Template reports are available for you to run until the budget deadline. To access the reports, log in to CalPlanning and navigate to Explore > Budget Template. Run them and save the results before the budget deadline on Friday, May 2; you will be unable to access R180 and R181 after the deadline.
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.
March 2025 Actual Data Load
- CalRptg and Cal Answers were updated with closed March Actuals on Monday morning, April 14
- HCPRptg were updated with closed March Actuals on Monday afternoon, April 14
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The FY25 Forecast in CalPlan and HCP currently includes July to February Actuals and will not be updated with Actuals for the remainder of this fiscal year due to the budget process.
February 2025 Actual Data Load
- CalRptg and Cal Answers were updated with closed February Actuals on Wednesday morning, March 12
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CalPlan and HCP and HCPRptg were updated with February Actuals on Tuesday morning, March 18
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 FY25 Operating Budget Final - 10/4/2024
- Q1 Submission - 11/18/2024
- Q2 Submission - 2/10/2025
- R1 - 10/23/2024
- R2 - 2/10/2025
- R3 - 3/7/2025
- PriorMnth - 3/17/2025
- Planner Submission - Spring 2025, after FY26 Operating Budget deadline