CalPlanning with UCPath HCM data available

March 5, 2021

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:

  • Simplified the way that Pooled Positions and Fee Remission are planned in HCP
  • Updated UCPath HCM data for planners to review and selectively copy to HCP

Please remember: 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.

To help make the CalPlan and HCP forms perform more quickly for you, we suggest that you set your preferences as: 

  • CalPlan MyOrg preference to an L4 org or below
  • HCP MyOrg preference to an L6 or L7 org

This will bring back fewer intersections to display in your form and improve performance for everyone.

We will open the FY22 Operating Budget at a later date. Due to the continued uncertainty regarding COVID-19 and other budget assumptions, the FY22 Operating Budget is currently blank and uneditable. We plan to pre-populate the FY22 Operating Budget with the Final version of the FY21 Operating Budget along with updated Campus Commitments when we open the FY22 budget. You may see Beginning Balance and Ending Balance in FY22 Operating Budget but those are calculated fields that equal FY21 Forecast Ending Balance. 

Please continue to check the CalPlanning website for details and current information about the system.

If you have questions, please contact the Help Desk at

Thank you,

The CalPlanning Team

Office of the Vice Chancellor of Finance