CalPlan

Mid January 2020 Release Notes

January 25, 2020

Mid January 2020 CalPlanning Release Notes

The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available with 2019 December Actuals. The FY2019-20 Forecast Working version has been updated with December Actuals. As a reminder, CalRptg is updated with Actuals on a daily basis.

Central Transfers

FY20 and FY21 Central Transfers and Commitments have updated in CalPlanning from a combination of Actuals data, permanent budget, and planned data from the Campus...

CalPlanning December Actuals available with updated Campus Support

January 25, 2020

The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available with 2019 December Actuals. The FY2019-20 Forecast Working version has been updated with December Actuals.

In addition, we have updated central transfers (including the General Allocation, for FY20 and FY21.

As part of the January 2 release, we applied the annual removal of DeptIDs for planning.

Review more details about these CalPlanning updates in the...

November 2019 Release Notes

November 13, 2019

November 2019 CalPlanning Release Notes

The CalPlanning planner tools, CalPlan and HCP, are now available with the FY20 Forecast Q1 Submission version.

We have also updated CalPlanning to improve performance, reliability, and compatibility with newer browsers and operating systems.

Please note: There will be several actions that all CalPlanning users need to do when first logging in. Please review ...

Upgraded CalPlanning Available

November 13, 2019
The CalPlanning planner tools, CalPlan and HCP, are now available with the FY20 Forecast Q1 Submission version.
We have also updated CalPlanning to improve performance, reliability, and compatibility with newer browsers and operating systems.
Please note: There will be several actions that all CalPlanning users need to do when first logging in. Please review the job aid for...

October 2019 Release Notes

October 11, 2019

October 2019 CalPlanning Release Notes

The HCP planning and HCPRptg reporting applications are available with several changes:

HCP and HCPRptg data was converted to match UCPath employee ID, job code, and account code.

HCP detail was copied from FY20 to FY21.

HCP now includes a calculation for UC Retirement Plan (UCRP) along with revised calculations for Composite Benefit Rates (CBR), General, Automobile, and Employment...

HCP and HCPRptg available with UCPath changes

October 11, 2019

The HCP planning and HCPRptg reporting applications are available with several changes:

HCP and HCPRptg data was converted to match UCPath employee ID, job code, and account code.

HCP detail was copied from FY20 to FY21.

HCP now includes a calculation for UC Retirement Plan (UCRP) along with revised calculations for Composite Benefit Rates (CBR), and General, Automobile, and Employment Liability (GAEL). DeptID adjustments which added UCRP costs to the plan have been cleared....

September 2019 Release Notes

September 19, 2019

September 2019 CalPlanning Release Notes

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...

August 2019 Release Notes

August 6, 2019

August 2019 CalPlanning Release Notes

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...

FY20 Forecast and FY21 Operating Budget are now available

August 6, 2019

CalPlanning Community,

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 open HCP for the FY20 Forecast and FY21...

May 2019 Release Notes