Navigating CalPlan

Navigating CalPlan

Navigating CalPlan introduces participants to the CalPlan application and the forms used to enter all budget data except for compensation expenses, which are entered into the Human Capital Planning (HCP) application. The pre-requisite for this course is CalPlanning: Intro & Reporting or equivalent knowledge

This blended learning course is structured in two parts: 2-4 hours of self-study comprised of reading and completing step-by-step exercises in a Training (non-production) environment followed by a 1½ hour group session held online using Zoom. You may wish to sign up for office hours to get support for the self-study portion of the course, which must be completed prior to the group session. Enroll in Navigating CalPlan to receive an invitation to the online group session and get credit for completing the course.

Learning Objectives

  • Navigate CalPlan so you can revise your FY21 Forecast and create your FY22 Operating Budget
  • Practice using CalPlan functionality
  • Input and edit non-compensation budget data into CalPlan Forms
    • Account and Entity Intersection Forms
    • Update Data in Form
    • Adjust Internal Operating Transfers Mgmt Form
    • Drill Through - Account Details Form
    • Actualized Forecast Form
  • Add comments to data entries
  • Export data to Excel
  • Run a report from the CalPlan repository