CalPlan

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...