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


LAST Working Budget Lab Wednesday, May 3rd, 1:00- 3:00 pm

April 28, 2017

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!

How do I get access to the CalPlanning tools?

To get access to CalPlanning, contact your local CalPlanning Access Provider and request access. Each unit has a CalPlanning Access Provider who can submit a CalPlanning User Access Request Form to change type of access or provide new access.

Check out the...

How do I plan to a BFS Account that is not included in CalPlan?

You can reference the BFS to CalPlan Account Map Table which lists all of the accounts available in BFS. The table identifies which accounts:

are available to budget to in CalPlan, Planning Level = Individually (column E) are NOT available in CalPlan, Planning Level = Summary (column E)

For the accounts not available in CalPlan, the table indicates which Plan Only Account members...