August 2015

The FY16 Forecast is now available!

We took a snapshot of the FY15 Forecast Final and copied the FY16 Operating Budget to the FY16 Forecast:

  • FY15 Forecast Final: available for reporting
  • FY16 Forecast Initial: available for reporting
  • FY16 Forecast Working: available for editing and reporting
  • FY16 Operating Budget Final: available for reporting

Read through for more details, including Actuals Loads and this winter’s Human Capital Management (HCM) data load into Human Capital Planning (HCP).

FY15 Forecast and FY16 Operating Budget Finalized

The FY15 Forecast and the FY16 Operating Budget have been reviewed and a Final version is now available. The FY15 Forecast and FY16 Operating Budget can no longer be edited.

FY16 Operating Budget copied to the FY16 Forecast

The FY16 Operating Budget Working version was copied to the FY16 Forecast Initial and Working versions. The Initial version is open for reporting, the Working version is open for editing and reporting, and the Task List is updated.

If you access forms in CalPlan, remember to update your Point of View (POV) to:

Year: FY16
Scenario: Forecast

HCP Data in the FY16 Forecast

Employee and Position data in the FY16 Forecast has been copied directly from the FY16 Operating Budget. Data was not refreshed from the source system. We anticipate refreshing from HCM in the winter.

What is an HCP data refresh?

An HCP data refresh is the process of updating HCP with new Employee and Position data from the source system, HCM. The result is fresh employee and position data for the fiscal year.


Since HCP data is refreshed in the winter, we recommend only making changes if needed for Q1 forecast reporting. Consider that any changes made to individual Employees and Positions during this period may be overwritten by the HCM data load in the winter.

What are the Composite Benefits Rates (CBR) in the FY16 Forecast?

The Fringe Accounts and CBR reflected in the FY16 Forecast were copied from the FY16 Operating Budget. These rates reflect the planned rates published on theSpace and Capital Resources website(link is external).

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