Getting Started

CalPlan Application

CalPlan is the application where planners enter plan data to update the current year Forecast and to plan the Operating Budget for next year.

CalPlan has a set of forms for data entry where planners enter data for:

  • Revenue
  • Operating Transfers
  • Non-Compensation Expenses
  • Changes in Fund Balance

The CalPlan forms also show Compensation Expenses, which is a summary of the detailed compensation data that is entered in Human Capital Planning (HCP)

Interfaces: Web and Smart View

There are two distinct interfaces that planners can use to enter data into CalPlan:

  1. Web – Oracle Enterprise Performance Management System, Fusion Edition
  2. Excel – Smart View Oracle Hyperion Planning, Fusion Edition

This course introduces planners to the web interface. Upon completion of this course, you will have the pre-requisite knowledge of the various forms and rules for data entry to enroll in the Smart View for Planning course, which introduces the Excel Smart View interface.

Accessing CalPlan Forms - Web

Log On for Training

For training only, you will work in the CalPlanning Training environment. At the end of the next chapter, Display Forms, there is an exercise where you will practice logging on to CalPlan and displaying the forms.

The instructions below for logging into CalPlan in Production are for your use after completing the training. While you are in training, be sure to follow the log in instructions in the exercise.

Use CalPlan in Production

1. If you are not on campus, Connect to the GlobalProtect VPN before launching CalPlanning.

2. To use CalPlan in Production, go to https://calplanning.berkeley.edu and click the Log into Cal Planning link

3. Log on to CalPlanning using your Berkeley ID and Passphrase

4. From the menu, select Navigate \ Applications \ Planning \ CalPlan

Set Default Application Preference

If you would like to have CalPlan display whenever you log on to CalPlanning:

1. From the menu, select File \ Preferences

2. With General selected in the left panel, open the drop-down list for Application and select CalPlan \ Planning \ CalPlan

3. Click OK to save your preference

Set Entity Preference

To set your entity preference:

  1. Click Preferences at the bottom of the left panel
  2. Click the User Variable Options tab at the top of the dialog box
  3. Type the entity you want as your default in the Selected Member text box. For best performance for all users, we recommend that you use L4 Department, L5, L6, or L7 Dept ID.

User Variable Options in Preferences dialog box

4. Click the Save button

Set Defaults in CalPlan in Production

After you complete the training, follow the above instructions to set defaults in your CalPlan account in Production.