CalPlanning with UCPath HCM data available

March 4, 2024

CalPlanning Community,

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

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

  • FY2023-24 Forecast Working version has January Actuals
  • Central Transfer accounts have been updated
  • Annual removal of DeptIDs for planning has been completed
  • Updated UCPath HCM data for planners to review and selectively copy to HCP

The FY2023-24 Forecast Working version will be updated with February actual data on Thursday morning March 14 between 6 am and 9 am. Visit the CalPlanning website for details.

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. Download a copy of any "To Be Hired" data you may require (for example, by exporting the web form to Excel, etc.) to facilitate new data entry. 

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 L3 org or below
  • HCP MyOrg preference to an L5 or L6 or L7 org

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

Training and support

  • Budgeting for Experienced CalPlanning Users covers the latest CalPlanning enhancements, user tips & tricks, and other topics of interest for the FY25 budget season. In-person and via Zoom:
  • Office hours to support the use of the Multi-year Budget Template will be offered via Zoom. Sign up for the office hours via this form and the Zoom link will be sent to those who sign up.
    • Wednesday, April 3, 2-3 pm
    • Friday, April 12, 1-2 pm
    • Tuesday, April 16, 10-11 am
    • Thursday, April 18, 11 am-12 pm
  • For people who are new to CalPlanning and those who would like a refresher, we offer a full curriculum on the planning tools, CalPlan and HCP, as well as the reporting tools. Visit the Training page on the CalPlanning website for course descriptions and links to enroll.

If you have questions, please contact the Help Desk at calplanhelp@berkeley.edu.

Thank you,

CalPlanning Team
Office of the Vice Chancellor of Finance

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