CalPlan

August 2017

August 17, 2017

August 2017 CalPlanning Release Notes 1. The FY18 Forecast is now available

We copied the FY18 Operating Budget to the FY18 Forecast:

FY18 Forecast Initial is available for reporting FY18 Forecast Working is available for editing (both CalPlan and HCP) and reporting

Read below for more details, including Actuals and Beginning Balance Loads and this winter’s Human Capital Management (HCM) data load into Human Capital Planning (HCP).

FY18 Operating...

How do I remove plan values in my Operating Budget that were copied from Inactive &/or restricted DeptIDs with actual data in my Forecast?

Planners can submit a CalPlan HelpDesk Ticket to request temporary access to edit the inactive &/or restricted DeptID values in their Operating Budget.

What is the difference between an R103 report and a CR103 report?

The R103 SRECNA Med report is run from the CalPlan reporting repository. The plan data reflects the data as of the latest save action taken by the planner in CalPlan. When a planner saves in CalPlan, the edits are aggregated to the entity level set in the CalPlan Preferences.

In CalPlan reports, actual data is as of the Last Loaded Month End Close in CalPlanning, does not include individual Fund details and uses the limited CalPlanning Chart of Accounts (COA).

The CR103 SRECNA Med report is run from the CalRptg...

Where do I find the 5 high-level fund buckets from CalPlan and HCP in the Cal Answers Financial Management Reports?

The 5 high-level fund buckets in CalPlan and HCP are found within the Fund Group column.

If the Fund Group is not displayed in the default of the Cal Answers Financial Management dashboard report, you can right-click on the column labels in the location where you would like to add the Fund Group column. Select Include column and search for Fund Group from the list of includable columns. If it does not display in the list it may already be included in the report or not available.

Fund Groups

Unrestricted...

When is CalPlanning available?

CalPlanning is available with technical support:

8am-5pm, Monday - Friday, except University holidays

CalPlanning is open but without technical support

7am-8am, Monday - Friday and weekends 5pm-3am, Monday - Friday

CalPlanning is not available: 3am-7am daily

Check out the CalPlanning home page for the latest updates on...

When can I see plan updates in CalPlan in the CalPlan "R" reports?

Once a planner saves edits in CalPlan, they are available to review in the CalPlan "R" reports. To view the impact of changes made in CalPlan, Planners do not need to wait for the next data push.

With each save, the edits are aggregated up to the highest entity level (set in Preferences) and available to view in the CalPlan reports.

If the CalPlan preferences are set to an L4, changes made at the L7 will be aggregated up to the department or L4 level. If the planners runs a CalPlan report at...

Why are there intersections showing up in CalPlan that are read-only?

There are two possible reasons:

1. If the intersection includes a DeptID that is planned for Inactivation, it will display as read-only to provide visibility but restrict additional planning.

You can learn more about DeptID Inactivation on the DFL Concierge website.

2. If the intersection includes an...

In CalPlan, Enter Data in Form is there a way I can remove all of the rows with no data or zeros?

Yes!

When working in CalPlan on the Enter Data in Form tab you can hide rows with no data, with zeros or both.

From the row label, right-click and select Filter and choose one of the three options

Hide rows with no data Hide rows with zeros Hide rows with zeros and no data

To unhide the rows once hidden, from the row label, right-click and select Filter -> Show rows with zeros and no data

Is there a quick way to edit data in the HCP forms?

This functionality works in both CalPlan and HCP!

Is there a quick way to edit data in the CalPlan forms?

This functionality works in both CalPlan and HCP!