CalPlanning Community,
The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available.
Please review the March 2025 release notes for details about this update, including:
- FY2024-25 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 FY2024-25 Forecast Working version will be updated with February actual data on Tuesday morning, March 18 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
- CalPlanning for FY26 Budget is a one-hour session that will cover data seeded in CalPlanning, the Multiyear Budget Template, the new Expense Growth Model (EGM), and enhancements to CalPlan and HCP. Three sessions are available via Zoom. You do not need to register. Click a link to add the session to your calendar.
- 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