CalPlan

FY26 Operating Budget and UCPath HCM data available

March 7, 2025

CalPlanning Community,

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

Please review the March 2025 release notes for details about this update, including:

FY2024-25 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 FY2024-25 Forecast Working version will be...

October 2024 Release Notes

October 23, 2024

October 2024 CalPlanning Release Notes

The CalPlanning FY25 Forecast and a preliminary version of the FY26 Operating Budget are now available for planning. We used data from CalPlanning FY25 Operating Budget Final as sources for FY25 Forecast and FY26 Operating Budget. Note: the FY26 Operating Budget has not officially launched and therefore no budget assumptions have been built into the FY26 Operating Budget. We are providing access to the budget in...

Operating Transfers

Data Update Schedule

Exercise 6

Exercise 4

Exercise 3

CalPlan Forms

Display Forms

FY25 Forecast and FY26 preliminary Operating Budget are now available

October 23, 2024

CalPlanning Community,

The CalPlan and HCP planning applications are available with the FY25 beginning balance and July through September Actuals (this data is already available in CalRptg). The FY2025-26 Operating Budget has been seeded with preliminary numbers to assist planning activities but remember that these are subject to change.

Please review the ...