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.
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.
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.
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
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.
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:
There is one more Working Budget Lab available before FY2017-18 budgets are due. Finance staff are invited to visit the CalPlanning website to sign up for the session on Wednesday, May 3, 1-3pm. Computers provided!