Release Notes

The CalPlanning team posts Release Notes after making significant updates or upgrades to the system. If you have questions:

Thank you.

March 2025 CalPlanning Release

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

Enhancements include:

  • Changes to Budget Template form and R180 report to include an additional year of Actuals and Operating Budget for comparison purposes
  • Changes to the Strategic Use of Reserves Template form and R181 report to limit categories to Capital Projects (Non-centrally funded) and Other Strategic Purpose.
  • The new Expense Growth Model (EGM) report with divisional expense target information

Updates include:

  • FY2024-25 Forecast Working version has January Actuals
  • Central Transfer accounts updated
  • Annual removal of DeptIDs for planning has been completed
  • Updated UCPath HCM data is available for planners to review and selectively copy to HCP

See the March 2025 release notes for details