Release Notes

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

Thank you.

June 2021 CalPlanning Release Notes

June 24, 2021

The CalPlanning FY22 Operating Budget is now available for planning. We used data from CalPlanning FY21 Forecast Planner Submission as the source for FY22 Operating Budget. 

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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

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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

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