The FY24 Operating Budget has been finalized and is now available for reporting in CalPlanning.
The CalPlanning reporting tools (CalRptg and HCPRptg) are available for use in CalPlanning and Smart View. To access reports in CalPlanning, select the Explore button.
CalPlanning planning tools (CalPlan and HCP) remain unavailable as we prepare to open FY24 Forecast and a preview of the FY25 Operating Budget for edits.
The CalPlan and HCP planning applications are available with the FY24 beginning balance and July through September Actuals (this data are already available in CalRptg). The FY2024-25 Operating Budget has been seeded with preliminary numbers to assist planning activities but remember that these are subject to change.
CalPlan and HCP will be unavailable for edits after Friday, May 22, 11:59 pm, so the Financial Planning & Analysis team can review budget submissions.
Run the R180 Budget Template, R181 Use of Reserves Template, and Expense Growth Model reports before Friday, May 22, 11:59 pm.
After the May 22 submission deadline, CalPlanning users will no longer have access to the Budget Reports: R180, R181, and Expense Growth Model. Please export to Excel to create a backup for your records. From the menu, select Tools / Export as...
As announced in a budget process update to DFLs and others, while not confirmed by UCOP, we plan to update our average non-represented compensation increase to 4.5%.
The CalPlanning tools CalPlan and HCP will be unavailable for edits from 8 a.m. to 12 p.m. on Monday, April 13 while we update the average non-represented compensation increase for FY27 to 4.5% in the Review HCM data to add to Plan data in HCP.
Please note: we will not adjust any HCP work you have already done. Planners may choose to review and selectively copy the increased amounts...
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
The FY2025-26 Forecast Working version will be updated with February actual data on...
Yes, HCP allows you to plan for a To Be Hired (TBH) employee.
From the Monthly Pay Rate tab on the Manage Existing Employees and Job Codes task, right-click and select Manage TBH / Add TBH. Select the DeptID (defaults to value in the right-clicked row), TBH #, Job Code, Monthly Pay Rate, Start Month and Year, End Month and Year, and Comment (optional). Then select Launch to create the monthly pay rate row for the to be hired employee.
To plan for a vacant position in HCP, you create a To Be Hired (TBH) employee to serve as a placeholder for the compensation expense associated with your planned employee.
From the Monthly Pay Rate tab on the Manage Existing Employees and Job Codes form, right-click on the first column and select Manage TBD -> Add TBH...
The CalPlan and HCP planning applications are available with the FY23 beginning balance and July through August Actuals (this data is already available in CalRptg). The FY2023-24 Operating Budget has been seeded with preliminary numbers to assist planning activities but remember that these are subject to change.
The FY22 Operating Budget is now available for planning. We used data from CalPlanning FY21 Forecast Planner Submission (which is a copy of FY21 Forecast Working as of May 24) as the source for FY22 Operating Budget.
