News

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.

Come work on revising your FY2018 Forecast and FY2019 Operating Budget with the support of your CalPlanning trainer, the tech team, your peers and our campus budget process experts.

Go the CalPlanning Training page for direct links to enroll in a session and for details.

CalPlanning Community,

The FY2018-19 Operating Budget is now open in CalPlanning. Please read below for information about tool enhancements and budget process planning.

Actualized compensation data and simplified HCP now available

We’re excited to announce that CalPlanning is now open with the following updates:

CalPlanning Community,

The CalPlanning Actualized Forecast team hosted two CalPlan Actualized Forecast Demonstrations for campus finance members trained in the CalPlan tool. In each session, they provided an

• Update for the Finance community on the changes to the CalPlan tool for the FY2018-19 budget cycle and timeline for implementing

• Demonstration of the changes in the CalPlan tool

• Reviewed CalPlan data entry tips & tricks

In preparation for the FY2018-19 Budget Cycle, we are offering three additional CalPlanning classes for our new hire finance staff (start date after February 2016) with the Planner role:

1. Navigating CalPlan
2. Compensation Planning Theory
3. Navigating Human Capital Planning (HCP)

These classes are part of the CalPlanning series and should be attended in the order listed. The prerequisite for attending Navigating CalPlan is the completion of the four basic classes:

CalPlanning Community,

You asked and we heard you! We’re excited to announce that the CalPlan Forecast Working is actualized. When you log in, the Forecast Working will contain Actual data for closed months for everything but compensation. Compensation is coming in February 2018. Information about the project, including monthly updates, is available on the Actualized Forecast & Simplified HCP project page on the VC Finance website.

Enroll in one of the upcoming CalPlan Actualized Forecast Demonstrations for campus finance members trained in the CalPlan tool. In each session, we will provide an

• Update for the Finance community on the changes to the CalPlan tool for the FY2018-19 budget cycle and timeline for implementing

• Demonstrate the changes in the CalPlan tool

• Review CalPlan data entry tips & tricks

The CalPlanning planner tools, CalPlan and HCP, are now available with the FY18 Forecast Q1 Submission version available for reporting.

As previously communicated, we will be actualizing the forecast later this month. A new version of the forecast called "PriorMonth" is available for reporting. PriorMonth will be overwritten each month; it is currently the same as Q1 submission.

October Actuals are now available in all CalPlanning tools and FY18 Forecast Working has been updated with the FY18 final GAEL, Fee Remission, and Composite Benefit Rates (CBR) rates.

The CalPlanning tools (CalPlan, CalRptg, HCP, HCPRptg, SmartView) are available with the following updates:

The VC Finance Office of the CFO is kicking of FY2018-19 with the first of our quarterly CalPlanning tool training courses for our newest members to the Finance Community. Ongoing training sessions are now open for enrollment in the UC Learning Center for both our CalPlanning Reporting and Planner roles:

1. Introduction to CalPlanning

The CalPlanning tools (CalPlan, CalRptg, HCP, HCPRptg, SmartView) are available and the FY18 Forecast Working is open. For more details, please review the associated release notes.