The CalPlan planning application is available with FY20 beginning balance, July, and August Actuals (this data has been available in CalRptg). The FY2019-20 Forecast Working version has also been updated with beginning balance, July, and August Actuals.
In addition to the information below, you may want to review the August 2019...
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...
The CalPlanning FY20 Forecast and FY21 Operating Budget are now available for planning. We used data from CalPlanning FY20 Operating Budget Final as sources for FY20 Forecast and FY21 Operating Budget.
Only CalPlan is currently available for updates.
HCP will remain unavailable for the time being. We have been working to convert the data to sync with UCPath (job code, employee ID and account code). When this is done, we will...
August 2017 CalPlanning Release Notes1. 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).
We have upgraded CalPlanning to improve performance, reliability, security, and compatibility with newer browsers and operating systems. All CalPlanning tools (CalPlan, CalRptg, HCPRptg, SmartView) are now available.
Please note: There are several actions users need to take when they first log back into CalPlanning. Please review the linked job aid or...
You can reference the BFS to CalPlan Fund Map Table. The table maps each of the 25,000+ individual BFS Funds to the 5 Plan Only Fund members available in CalPlan and HCP. Use the Find functionality in MS Excel to locate the individual BFS fund in Column A and Column D includes the name of the Plan Only Fund.
As this table is updated with each monthly CalPlanning release it is recommended that you access it from the CalPlanning Job Aids...
