CalPlan

How do I have a DeptID inactivated in CalPlanning tools?

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...

October 2023 Release Notes

October 17, 2023

October 2023 CalPlanning Release Notes

The CalPlanning FY24 Forecast and a preliminary version of the FY25 Operating Budget are now available for planning. We used data from CalPlanning FY24 Operating Budget Final as sources for FY24 Forecast and FY25 Operating Budget. Note: the FY25 Operating Budget has not officially launched and therefore no budget assumptions have been built into the FY25 Operating Budget. We are providing access to the budget in...

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...

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...

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...

CalPlanning with UCPath HCM data available

April 10, 2023

CalPlanning Community,

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

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

New Budget Template and Compensation Drill Through enhancements FY2022-23 Forecast Working version has February Actuals Central Transfer accounts have been updated Annual removal of DeptIDs for planning has been completed Updated UCPath HCM data for...

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 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...

CalPlanning is available with UCPath HCM data

May 9, 2022

CalPlanning Community,

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

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

FY2021-22 Forecast Working version has March Actuals Central Transfer accounts have been updated Annual removal of DeptIDs for planning has been completed There is updated UCPath HCM data for planners to review and selectively copy to HCP

In January, the FY23 Operating Budget was loaded with compensation...

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

January 14, 2022

CalPlanning Community,

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 ...