CalPlan

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...

Account and Entity Intersection Forms

Exercise 2

CalPlan Forms

FY23 Forecast and FY24 preliminary Operating Budget are now available

September 30, 2022

CalPlanning Community,

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.

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

Actualized Forecast FY23 Beginning Balance details Implemented...

FY22 Operating Budget is now available

June 24, 2021

CalPlanning Community,

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.

Please review the release notes for more information and check the CalPlanning website for updates.

If you have questions, please contact the Help Desk at...

FY22 Operating Budget available for reporting

November 19, 2021

CalPlanning Community,

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...

FY22 Forecast and FY23 (preliminary) Operating Budget are now available

January 14, 2022

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.

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

Actualized Forecast FY22 Beginning Balance...