FY2018-19 Quarterly CalPlanning Tool Training Now Enrolling

September 7, 2017

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

  2. CalPlanning Reporting

  3. Smart View Ad Hoc Basics 1

  4. Smart View Ad Hoc Basics 2

Attend the classes in the order listed above, as the curriculum builds from class to class and each class is a prerequisite for the next in the sequence. Access to CalPlanning is required for hands on tool training sessions, including CalPlanning Reporting and the two Smart View classes. Check out the CalPlanning Getting Started page for more details on requesting CalPlanning access.

A list of the classes dates/times and direct links to enroll are available on the CalPlanning training page.