CalPlan

FY2018-19 Operating Budget open; actualized compensation data and simplified HCP available; FY2018-19 budget process update

February 22, 2018

CalPlanning Community,

The FY2018-19 Operating Budget is now open in CalPlanning. Please read below for information about tool enhancements and budget process planning.

Actualized compensation data and simplified HCP now available

We’re excited to announce that CalPlanning is now open with the following updates:

FY2017-18 Forecast Working is available with all closed months overwritten with actual data for all accounts, including compensation!...

CalPlan Actualized Forecast Demos Now Complete

January 23, 2018

The CalPlanning Actualized Forecast team hosted two CalPlan Actualized Forecast Demonstrations for campus finance members trained in the CalPlan tool. In each session, they provided an

Update for the Finance community on the changes to the CalPlan tool for the FY2018-19 budget cycle and timeline for implementing

Demonstration of the changes in the CalPlan tool

Reviewed CalPlan data entry tips & tricks

Identified new and existing CalPlan & CalRptg reports to support working with the actualized...

CalPlanning New Hire Planner Training Now Enrolling

January 4, 2018

In preparation for the FY2018-19 Budget Cycle, we are offering three additional CalPlanning classes for our new hire finance staff (start date after February 2016) with the Planner role:

Navigating CalPlan Compensation Planning Theory Navigating Human Capital Planning (HCP)

These classes are part of the CalPlanning series and should be attended in the order listed. The prerequisite for attending Navigating CalPlan is the completion of the four basic classes:

Introduction to CalPlanning CalPlanning Reporting Smart View Ad Hoc Basics 1 & 2

Read more and if you are a newly...

CalPlan Actualized Forecast Demos Now Enrolling!

December 15, 2017

Enroll in one of the upcoming CalPlan Actualized Forecast Demonstrations for campus finance members trained in the CalPlan tool. In each session, we will provide an

Update for the Finance community on the changes to the CalPlan tool for the FY2018-19 budget cycle and timeline for implementing

Demonstrate the changes in the CalPlan tool

Review CalPlan data entry tips & tricks

Identify new and existing CalPlan & CalRptg reports to support working with the actualized forecast...

CalPlanning Forecast actualized with everything but compensation data

December 19, 2017

CalPlanning Community,

You asked and we heard you! We’re excited to announce that the CalPlan Forecast Working is actualized. When you log in, the Forecast Working will contain Actual data for closed months for everything but compensation. Compensation is coming in February 2018. Information about the project, including monthly updates, is available on the Actualized Forecast & Simplified HCP project page on the VC Finance website.

What is new...

FY18 Forecast Q1 Submission version available for reporting

December 6, 2017

The CalPlanning planner tools, CalPlan and HCP, are now available with the FY18 Forecast Q1 Submission version available for reporting.

As previously communicated, we will be actualizing the forecast later this month. A new version of the forecast called "PriorMonth" is available for reporting. PriorMonth will be overwritten each month; it is currently the same as Q1 submission.

Composite Benefit Rates updated in FY18 Forecast Working

November 17, 2017

October Actuals are now available in all CalPlanning tools and FY18 Forecast Working has been updated with the FY18 final GAEL, Fee Remission, and Composite Benefit Rates (CBR) rates.

Read more details about the release.

FY18 Beginning Balances are available in CalPlanning

September 19, 2017

The CalPlanning tools (CalPlan, CalRptg, HCP, HCPRptg, SmartView) are available with the following updates:

FY18 Actual Beginning Balances loaded for reporting in CalPlan FY18 Forecast Working updated with Beginning Balances from Actuals FY18 July Actuals available for reporting in CalPlan FY18 August Actuals available for reporting in CalPlan

Review the release note for details.

CalPlanning FY18 Forecast is open

August 18, 2017

The CalPlanning tools (CalPlan, CalRptg, HCP, HCPRptg, SmartView) are available and the FY18 Forecast Working is open. For more details, please review the associated release notes.

FY2018-19 Quarterly CalPlanning Tool Training Now Enrolling

September 7, 2017

The VC Finance Office of the CFO is kicking of FY2018-19 with the first of our quarterly CalPlanning tool training courses for our newest members to the Finance Community. Ongoing training sessions are now open for enrollment in the UC Learning Center for both our CalPlanning Reporting and Planner roles:

Introduction to CalPlanning

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