The CalPlanning team posts Release Notes after making significant updates or upgrades to the system. If you have questions:
- Contact the Help Desk (available Mon-Fri 8am to 5pm PST, except University holidays):
- Call (510) 664-9000 option 1 (for IT), then 2 (for CalPlanning)
- Or, email calplanhelp@berkeley.edu
Thank you.
September 2026 Release Notes
The CalPlan and HCP planning applications are available with the FY27 beginning balance and July through August Actuals (this data is already available in CalRptg). The FY2027-28 Operating Budget has been seeded with preliminary numbers to assist planning activities, but remember that these are subject to change.
Please review the September 2026 release notes for details about this update, including:
- Actualized Forecast
- FY27 Beginning Balance details
- Differences between FY27 Operating Budget Planner Submission version (as of May 22) and Final
March 2026 CalPlanning Release
The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available.
Please review the March release notes for details about this update, including:
- FY2025-26 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