News

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

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

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.

CalPlanning Community,

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

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

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.

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,

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.

CalPlanning Community,

The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available with 2021 January Actuals. The FY2020-21 Forecast Working version has been updated with January Actuals. We applied the annual removal of DeptIDs for planning.

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

CalPlanning Community,

The CalPlan planning application is available with the FY21 beginning balance and July through December Actuals (this data has been available in CalRptg). The FY2020-21 Forecast Working version has been updated with the beginning balance and July through December Actuals. 

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,

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

HCP was updated this morning with the the FY21 final fee remission rates and UCRP rates.

The FY21 approved CBR rates for FY21 were updated in HCP on July 15.  

Review the CBR, fee remission, and UCRP rates in the July 2020 release notes.

The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available. We have removed the planned 3% merit in HCP for monthly paid employees in non-represented job codes. Also, HCP has been updated with the approved CBR rates for FY21.

Review more details about these CalPlanning updates in the July 2020 release notes.

As Executive Vice Chancellor and Provost Alivisatos announced this morning, we're updating the budget process due dates. We'll post updated information to the budget process deliverables page and share more information with your Divisonal Finance Leaders in the coming weeks.

Budgets are now due in CalPlan on Friday, April 3 at 7:00 pm.

The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available. HCP has been updated with the new Composite Benefit Rates structure and rates and we loaded updated UCPath HCM data for planners to review and selectively copy to HCP.

Please note this major change: When the Copy HCM by Entity to Plan is used by the planner, ALL To Be Hired data will be cleared in that entity. Make note of To Be Hired data (i.e. export the forms to Excel)  in case you need to re-enter it.