CalPlan

How do I know which of the 5 Plan Only Fund Members an individual fund rolls up under in CalPlan and HCP?

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...

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How do I plan to a BFS Account that is not included in CalPlan?

You can reference the BFS to CalPlan Account Map Table which lists all of the accounts available in BFS. The table identifies which accounts:

are available to budget to in CalPlan, Planning Level = Individually (column E) are NOT available in CalPlan, Planning Level = Summary (column E)

For the accounts not available in CalPlan, the table indicates which Plan Only Account members in the CalPlan...

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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...

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

You can apply a filter in the Update Data in Form to hide rows with no data, with zeros, or both.

Right-click on the first column and select Filter and then select one of the three options:

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

Filter rows in Update Data in Form ...

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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.

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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 Knowledge and Resource Portal.

2. If the intersection...

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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...