Release Notes

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

Thank you.

March 2021 Release Notes

March 5, 2021

The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available with 2021 January Actuals. The FY2020-21 Forecast Working version has been updated with January Actuals. We applied the annual removal of DeptIDs for planning.

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

  • Simplified the way that Pooled Positions and Fee Remission are planned in HCP

  • Updated UCPath HCM data for planners to review and selectively copy to HCP

Read more details about the release.

February 2021 release notes

February 5, 2021

The CalPlan planning application is available with the FY21 beginning balance and July through December Actuals (this data has been available in CalRptg). The FY2020-21 Forecast Working version has been updated with the beginning balance and July through December Actuals. 

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

  • Actualized Forecast

  • FY21 Beginning Balance details

  • Changes to Central Transfers and Commitments related to planned Form A entries

Read more details about this release

July 2020 CalPlanning Release Notes

July 15, 2020

The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available. We have removed the planned 3% merit in HCP for monthly paid employees in non-represented job codes. Also, HCP has been updated with the approved CBR rates for FY21. 

Review more details about these CalPlanning updates in the July 2020 release notes.

Late January 2020 Release Notes

January 31, 2020

The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available. HCP has been updated with the new Composite Benefit Rates structure and rates and we loaded updated UCPath HCM data for planners to review and selectively copy to HCP.

Please note this major change: When the Copy HCM by Entity to Plan is used by the planner, ALL To Be Hired data will be cleared in that entity. Make note of To Be Hired data (i.e. export the forms to Excel)  in case you need to re-enter it.

Review more details about these CalPlanning updates in the late January 2020 release notes