CalPlan

April 2023 Release Notes

April 10, 2023

April 2023 CalPlanning Release Notes

The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available.

Enhancements include:

A Multi-Year Budget Template form to input FY25 / FY26 directional changes and strategic use of reserves directly via CalPlan and Smart View

A Compensation Drill Through form to display compensation plan total amounts by account in HCP

Updates include:

FY2022-23 Forecast Working version has February Actuals

Central Transfer accounts updated

Annual removal of DeptIDs for planning has...

FY24 Operating Budget Final available for reporting

September 14, 2023

CalPlanning Community,

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.

Please refer to the CalPlanning home page for additional information. If...

FY24 Forecast and FY25 preliminary Operating Budget are now available

October 17, 2023

CalPlanning Community,

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.

Please review the October release notes for details about this update, including:

Actualized Forecast FY24 Beginning Balance details

Please...

CalPlan and HCP unavailable for edits after Friday, May 22

May 19, 2026

CalPlanning Community,

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...

CalPlan and HCP unavailable morning of April 13

April 8, 2026

CalPlanning Community,

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...

Account and Entity Intersection Forms

Navigating CalPlan Self-Study

FY27 Operating Budget now available

March 9, 2026

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...

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

To unhide the rows...

Exercise 2