To: CalPlanning users
CC: FPA, OPA, FCAS, VCF Immediate Office, Controller’s Office
Subject: FY21 Operating Budget available for reporting
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.
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 The text below is no longer applicable.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.
The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available with 2019 December Actuals. The FY2019-20 Forecast Working version has been updated with December Actuals.
In addition, we have updated central transfers (including the General Allocation, for FY20 and FY21.
As part of the January 2 release, we applied the annual removal of DeptIDs for planning.
The HCP planning and HCPRptg reporting applications are available with several changes:
HCP and HCPRptg data was converted to match UCPath employee ID, job code, and account code.
HCP detail was copied from FY20 to FY21.
CalPlanning Community,
The CalPlan planning application is available with FY20 beginning balance, July, and August Actuals (this data has been available in CalRptg). The FY2019-20 Forecast Working version has been updated with beginning balance, July, and August Actuals.
Please review the September release notes for details about this update, including:
CalPlanning Community,
The CalPlanning FY20 Forecast and FY21 Operating Budget are now available for planning. We used data from CalPlanning FY20 Operating Budget Final as sources for FY20 Forecast and FY21 Operating Budget.
Only CalPlan is currently available for updates.
We’re offering a series of drop-in office hour sessions. These are not training sessions but opportunities to ask questions about the budget process, completing the templates and entering budget data into CalPlanning. The office hours will be held in room 670 of University Hall and will be staffed by the Financial Planning & Analysis team. Dates will continue to be added to the sign-up sheet as they become available.
CalPlanning Community,
CalPlan and HCP are now available with FY19 Forecast Q2 Submission.
HCP updated so you can review and copy data from HCM
The CalPlanning planner tools, CalPlan and HCP, are now available with the FY19 Forecast Q1 Submission version available for reporting.
CalPlanning Community,
The CalPlanning FY19 Forecast and FY20 Operating Budget are now available for planning and the months of July and August have been actualized in the Working Forecast. We opened the FY20 operating budget early to allow you to reflect changes that extend into the next year. Additionally, as we will not need to overwrite HCP data with an annual refresh, there is no reason to delay the opening to February. We continually update CalPlanning with monthly Actuals data, including compensation.