CalPlan

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

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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!

When does Actuals Data from BFS load into the CalPlanning tools?

Month-end close Actuals data is loaded into the CalPlanning tools on a monthly basis.

The CalRptg and HCPRptg reporting applications are loaded on the same day that the data is available in BAIRS and Cal Answers Financials.

CalPlan and HCP are loaded several days later.

You can check out the CalPlanning home page for dates of upcoming Actuals loads and the BFS General Ledger Monthly Close Schedule...

I made changes to my compensation plans in HCP but they aren't showing up in the HCPRptg reports?

Changes made to planned employee and position compensation expenses, pooled positions and DeptID adjustments must be saved in HCP prior to the next data push in order to view the impact of the changes in HCPRptg, HCP, CalRptg and CalPlan. The data push happens 5 times/day Monday - Friday. The first push occurs at 9:00 AM and then every three hours until 9:00 PM.

Do not run CalRptg or HCPRptg reports or refresh Smart View Ad Hoc queries during the first 15 minutes of the push hours.

Check out the...

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...