CalPlan

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...

Sign up for budget process office hours

March 5, 2019

We’re offering a series of drop-in office hour sessions. These are not training sessions but opportunities to ask questions about the budget process, completing the templates and entering budget data into CalPlanning. The office hours will be held in room 670 of University Hall and will be staffed by the Financial Planning & Analysis team. Dates will continue to be added to the sign-up sheet as they become available. Please bring your laptop with you to the session. Follow this link to sign...

Copy HCM data to your HCP plan

February 6, 2019

CalPlanning Community,

CalPlan and HCP are now available with FY19 Forecast Q2 Submission.

HCP updated so you can review and copy data from HCM

In addition, the CalPlanning Human Capital Plan (HCP) tool has been updated so that you can review and copy existing employee distributions from Human Capital Management (HCM) to your HCP plan. This will allow planners to focus on key variances between HCM and HCP in salary and/or distributions. This will be helpful if you don’t regularly...

CalPlanning December 2018 Actuals available

January 18, 2019
CalPlanning Community,
The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available with 2018 December Actuals. The FY2018-19 Forecast Working version has been updated with December Actuals. As a reminder, CalRptg is updated with Actuals on a daily basis.
As part of this release, we applied the annual removal of DeptIDs for planning as requested by the November 9 deadline. We also removed one Chart1 member from CalPlan and HCP as...

January 2019 Release Notes

January 17, 2019

January 2019 CalPlanning Release Notes

The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available with 2018 December Actuals. The FY2018-19 Forecast Working version has been updated with December Actuals. As a reminder, CalRptg is updated with Actuals on a daily basis.

Dept ID Inactivation

As part of this release, we applied changes for DeptIDs that are in the process of being inactivated. Actuals remain in the original entity but the Forecast and Operating Budget amounts have been moved to the mapped entity....

FY19 Forecast Q1 Submission version available for reporting

November 8, 2018

The CalPlanning planner tools, CalPlan and HCP, are now available with the FY19 Forecast Q1 Submission version available for reporting.

FY2018-19 Forecast and FY2019-20 Operating Budget are now available

September 21, 2018

CalPlanning Community,

The CalPlanning FY19 Forecast and FY20 Operating Budget are now available for planning and the months of July and August have been actualized in the Working Forecast. We opened the FY20 operating budget early to allow you to reflect changes that extend into the next year. Additionally, as we will not need to overwrite HCP data with an annual refresh, there is no reason to delay the opening to February. We continually update CalPlanning with monthly Actuals data, including compensation.

If you...

September 2017

September 19, 2017

CalPlanning is now available with the following updates: FY18 July and August Actuals FY18 Actual Final and Forecast Working updated with Beginning Balances from Actuals FY18 Beginning Balance Details

Beginning Balances reported in CalPlan and CalRptg contain data seeded from BAIRS FY18 period 0 Actuals.

For most funds, Beginning Balances do not contain period 0 TempBudg. Only a small number of Contract and Grant (C&G) funds, including Financial Aid and Federal Appropriation funds, have continued to use TempBudg in BFS...

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...