CalPlanning Community,
The CalPlan and HCP planning applications are available with the FY27 beginning balance and July through August Actuals (this data is already available in CalRptg). The FY2027-28 Operating Budget has been seeded with preliminary numbers to assist planning activities, but remember that these are subject to change.
Please review the September 2026 release notes for details about this update, including:
CalPlanning Community,
CalPlan and HCP will be unavailable for edits after Friday, May 22, 11:59 pm, so the Financial Planning & Analysis team can review budget submissions.
Run the R180 Budget Template, R181 Use of Reserves Template, and Expense Growth Model reports before Friday, May 22, 11:59 pm.
CalPlanning Community,
As announced in a budget process update to DFLs and others, while not confirmed by UCOP, we plan to update our average non-represented compensation increase to 4.5%.
The CalPlanning tools CalPlan and HCP will be unavailable for edits from 8 a.m. to 12 p.m. on Monday, April 13 while we update the average non-represented compensation increase for FY27 to 4.5% in the Review HCM data to add to Plan data in HCP.
The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available.
Please review the March release notes for details about this update, including:
CalPlanning Community,
We have upgraded CalPlanning to improve performance, reliability, and compatibility with newer operating systems.
Please note: There are several actions users need to take when they first log back into CalPlanning. Please review the CalPlanning Upgrade Job Aid for details.
CalPlanning Community,
CalPlanning will not be available starting on Friday, November 21 at 5:00 p.m. through Monday, November 24 at 8:00 a.m. due to a planned system upgrade. All CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, and SmartView) will be offline during that time.
Please check the CalPlanning website for details and updates. If you have questions, please contact the Help Desk at calplanhelp@berkeley.edu.
The CalPlan and HCP planning applications are available with the FY26 beginning balance and July through August Actuals (this data is already available in CalRptg). The FY2026-27 Operating Budget has been seeded with preliminary numbers to assist planning activities, but remember that these are subject to change.
Please review the September 2025 release notes for details about this update, including:
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:
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.
CalPlanning Community,
The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available.
Please review the March release notes for details about this update, including:
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:
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.
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:
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.
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.
Please review the January release notes for details about this update, including:
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.
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.
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.
