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.
The FY22 Operating Budget has been finalized and is now available for reporting in CalPlanning. Please see the November 2021 Release Notes for details.
The CalPlanning reporting tools (CalRptg and HCPRptg) are available for use in CalPlanning and Smart View. To access reports in CalPlanning, click on the Explore button.
CalPlanning planning tools (CalPlan and HCP) remain unavailable as we prepare to open FY22 Forecast and a preview of the...
The CalPlan planning application is available with the FY22 beginning balance and July through November Actuals (this data is already available in CalRptg). The FY2022-23 Operating Budget has been seeded with preliminary numbers to assist planning activities but remember that these are subject to change when we officially launch the budget process.
The process for removing the ability to plan to DeptIDs in CalPlanning is an annual process which occurs each January.
Currently the inactivation process is on hold as we work to finalize the timing and requirements. However, Planners should still submit the DeptIDs planned for inactivation so we can process when we reopened.
Before submitting a DeptID for planned inactivation, please check the DeptID status in CalPlan list. If the DeptID is marked for planned...
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...
