CalPlan

Account and Entity Intersection Forms

August 2019 Release Notes

August 6, 2019

August 2019 CalPlanning Release Notes

The CalPlanning FY20 Forecast and FY21 Operating Budget are now available for planning. We used data from CalPlanning FY20 Operating Budget Final as sources for FY20 Forecast and FY21 Operating Budget.

Only CalPlan is currently available for updates.

HCP will remain unavailable for the time being. We have been working to convert the data to sync with UCPath (job code, employee ID and account code). When this is done, we will...

August 2017

August 17, 2017

August 2017 CalPlanning Release Notes 1. The FY18 Forecast is now available

We copied the FY18 Operating Budget to the FY18 Forecast:

FY18 Forecast Initial is available for reporting FY18 Forecast Working is available for editing (both CalPlan and HCP) and reporting

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

FY18 Operating...

Actions required after CalPlanning upgrade

July 6, 2021

CalPlanning Community,

We have upgraded CalPlanning to improve performance, reliability, security, and compatibility with newer browsers and operating systems. All CalPlanning tools (CalPlan, CalRptg, HCPRptg, SmartView) are now available.

Please note: There are several actions users need to take when they first log back into CalPlanning. Please review the linked job aid or...

How do I know which of the 5 Plan Only Fund Members an individual fund rolls up under in CalPlan and HCP?

You can reference the BFS to CalPlan Fund Map Table. The table maps each of the 25,000+ individual BFS Funds to the 5 Plan Only Fund members available in CalPlan and HCP. Use the Find functionality in MS Excel to locate the individual BFS fund in Column A and Column D includes the name of the Plan Only Fund.

As this table is updated with each monthly CalPlanning release it is recommended that you access it from the CalPlanning Job Aids...

How do I plan to a BFS Account that is not included in CalPlan?

You can reference the BFS to CalPlan Account Map Table which lists all of the accounts available in BFS. The table identifies which accounts:

are available to budget to in CalPlan, Planning Level = Individually (column E) are NOT available in CalPlan, Planning Level = Summary (column E)

For the accounts not available in CalPlan, the table indicates which Plan Only Account members in the CalPlan...

What is the difference between an R103 report and a CR103 report?

The R103 SRECNA Med report is run from the CalPlan reporting repository. The plan data reflects the data as of the latest save action taken by the planner in CalPlan. When a planner saves in CalPlan, the edits are aggregated to the entity level set in the CalPlan Preferences.

In CalPlan reports, actual data is as of the Last Loaded Month End Close in CalPlanning, does not include individual Fund details and uses the limited CalPlanning Chart of Accounts (COA).

The CR103 SRECNA Med report is run from the CalRptg...

In the CalPlan form Update Data CalPlan, is there a way I can remove all of the rows with no data or zeros?

You can apply a filter in the Update Data in Form to hide rows with no data, with zeros, or both.

Right-click on the first column and select Filter and then select one of the three options:

Hide rows with no data Hide rows with zeros Hide rows with zeros and no data

Filter rows in Update Data in Form...

How do I remove plan values in my Operating Budget that were copied from Inactive &/or restricted DeptIDs with actual data in my Forecast?

Planners can submit a CalPlan HelpDesk Ticket to request temporary access to edit the inactive &/or restricted DeptID values in their Operating Budget.

Why are there intersections showing up in CalPlan that are read-only?

There are two possible reasons:

1. If the intersection includes a DeptID that is planned for Inactivation, it will display as read-only to provide visibility but restrict additional planning.

You can learn more about DeptID Inactivation on the DFL Knowledge and Resource Portal.

2. If the intersection...