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March 7, 2025

CalPlanning Community,

The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available. 

Please review the March 2025 release notes for details about this update, including:

October 23, 2024

CalPlanning Community,

The CalPlan and HCP planning applications are available with the FY25 beginning balance and July through September  Actuals (this data is already available in CalRptg). The FY2025-26 Operating Budget has been seeded with preliminary numbers to assist planning activities but remember that these are subject to change.

March 4, 2024

CalPlanning Community,

The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available. 

Please review the March release notes for details about this update, including:

October 17, 2023

CalPlanning Community,

The CalPlan and HCP planning applications are available with the FY24 beginning balance and July through September Actuals (this data are already available in CalRptg). The FY2024-25 Operating Budget has been seeded with preliminary numbers to assist planning activities but remember that these are subject to change.

Please review the October release notes for details about this update, including:

September 14, 2023

CalPlanning Community,

The FY24 Operating Budget has been finalized and is now available for reporting in CalPlanning.

The CalPlanning reporting tools (CalRptg and HCPRptg) are available for use in CalPlanning and Smart View. To access reports in CalPlanning, select the Explore button.

CalPlanning planning tools (CalPlan and HCP) remain unavailable as we prepare to open FY24 Forecast and a preview of the FY25 Operating Budget for edits.

September 30, 2022

CalPlanning Community,

The CalPlan and HCP planning applications are available with the FY23 beginning balance and July through August  Actuals (this data is already available in CalRptg). The FY2023-24 Operating Budget has been seeded with preliminary numbers to assist planning activities but remember that these are subject to change.

Please review the September release notes for details about this update, including:

September 6, 2022

CalPlanning Community,

The FY23 Operating Budget has been finalized and is now available for reporting in CalPlanning.

The CalPlanning reporting tools (CalRptg and HCPRptg) are available for use in CalPlanning and Smart View. To access reports in CalPlanning, click on the Explore button.

CalPlanning planning tools (CalPlan and HCP) remain unavailable as we prepare to open FY23 Forecast and a preview of the FY24 Operating Budget for edits.

January 14, 2022

CalPlanning Community,

The CalPlan planning application is available with the FY22 beginning balance and July through November Actuals (this data is already available in CalRptg). The FY2022-23 Operating Budget has been seeded with preliminary numbers to assist planning activities but remember that these are subject to change when we officially launch the budget process.

November 19, 2021

CalPlanning Community,

The FY22 Operating Budget has been finalized and is now available for reporting in CalPlanning. Please see the November 2021 Release Notes for details.

The CalPlanning reporting tools (CalRptg and HCPRptg) are available for use in CalPlanning and Smart View. To access reports in CalPlanning, click on the Explore button. 

July 6, 2021

CalPlanning Community,

We have upgraded CalPlanning to improve performance, reliability, security, and compatibility with newer browsers and operating systems. All CalPlanning tools (CalPlan, CalRptg, HCPRptg, SmartView) are now available.

June 24, 2021

CalPlanning Community,

The FY22 Operating Budget is now available for planning. We used data from CalPlanning FY21 Forecast Planner Submission (which is a copy of FY21 Forecast Working as of May 24) as the source for FY22 Operating Budget. 

Please review the release notes for more information and check the CalPlanning website for updates.

November 2, 2020

November 15 Update: After successful CalPlanning system maintenance today, Citrix is no longer required to access CalPlanning. The text below is no longer applicable.

CalPlanning Community,