CalPlan

When does Actuals Data from BFS load into the CalPlanning tools?

Month-end close Actuals data is loaded into the CalPlanning tools on a monthly basis.

The CalRptg and HCPRptg reporting applications are loaded on the same day that the data is available in BAIRS and Cal Answers Financials.

CalPlan and HCP are loaded several days later.

You can check out the CalPlanning home page for dates of upcoming Actuals loads and the BFS General Ledger Monthly Close Schedule...

I made changes to my compensation plans in HCP but they aren't showing up in the HCPRptg reports?

Changes made to planned employee and position compensation expenses, pooled positions and DeptID adjustments must be saved in HCP prior to the next data push in order to view the impact of the changes in HCPRptg, HCP, CalRptg and CalPlan. The data push happens 5 times/day Monday - Friday. The first push occurs at 9:00 AM and then every three hours until 9:00 PM.

Do not run CalRptg or HCPRptg reports or refresh Smart View Ad Hoc queries during the first 15 minutes of the push hours.

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How do I get access to the CalPlanning tools?

To get access to CalPlanning, contact your local CalPlanning Access Provider and request access. Each unit has a CalPlanning Access Provider who can submit a CalPlanning User Access Request Form to change type of access or provide new access.

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