CalPlan

FY27 Forecast and FY27 Preliminary Operating Budget are now available

September 18, 2026

CalPlanning Community,

The CalPlan and HCP planning applications are available with the FY27 beginning balance and July through August Actuals (this data is already available in CalRptg). The FY2027-28 Operating Budget has been seeded with preliminary numbers to assist planning activities, but remember that these are subject to change.

Please review the September 2026 release notes for details about this update, including:

Actualized Forecast FY27 Beginning Balance...

Documenting Your Plan

Actualized Forecast

Exercise 6

Exercise 5

Drill Through - Account Details

Exercise 2

Account and Entity Intersection Forms

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...