CalPlan

The CalPlanning FY22 Forecast and a preliminary version of the FY23 Operating Budget are now available for planning. We used data from CalPlanning FY22 Operating Budget Final as sources for FY22 Forecast and FY23 Operating Budget. Note: the FY23 Operating Budget has not officially launched and therefore no budget assumptions have been built into the FY23 Operating Budget. We are providing access to the budget in case you would like to get a head start on some internal budgeting work.

March 5, 2021 (revised March 5, 2021, 5 pm)

The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available with 2021 January Actuals. Updates include:

FY2020-21 Forecast Working version has January Actuals

Annual removal of DeptIDs for planning has been completed

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

Loaded updated FY21...

September 19, 2019

The CalPlan planning application is available with FY20 beginning balance, July, and August Actuals (this data has been available in CalRptg). The FY2019-20 Forecast Working version has also been updated with beginning balance, July, and August Actuals.

In addition to the information below, you may want to review the August 2019...