Actions required after CalPlanning upgrade

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. 
Please note: There are several actions users need to take when they first log back into CalPlanning. Please review the linked job aid or upgrade webpage for details.
Please refer to the CalPlanning home page for additional information. If you have questions, please contact the Help Desk at
Thank you,
The CalPlanning Team
Office of the Vice Chancellor of Finance