CalPlanning will not be available starting on Friday, November 21 at 5:00 p.m. through Monday, November 24 at 8:00 a.m. due to a planned system upgrade. All CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, and SmartView) will be offline during that time.
The CalPlan and HCP planning applications are available with the FY26 beginning balance and July through August Actuals (this data is already available in CalRptg). The FY2026-27 Operating Budget has been seeded with preliminary numbers to assist planning activities, but remember that these are subject to change.
The CalPlanning FY24 Forecast and a preliminary version of the FY25 Operating Budget are now available for planning. We used data from CalPlanning FY24 Operating Budget Final as sources for FY24 Forecast and FY25 Operating Budget. Note: the FY25 Operating Budget has not officially launched and therefore no budget assumptions have been built into the FY25 Operating Budget. We are providing access to the budget in...
The CalPlanning FY22 Forecast and a preliminary version of the FY23 Operating Budget are now available for planning. We used data from CalPlanning FY22 Operating Budget Final as sources for FY22 Forecast and FY23 Operating Budget. Note: the FY23 Operating Budget has not officially launched and therefore no budget assumptions have been built into the FY23 Operating Budget. We are providing access to the budget in case you would like to get a head start on some internal budgeting work.
Overview of FY22 Forecast and FY23 Operating Budget1. Data...
The CalPlanning FY21 Forecast is now available for planning. We used data from CalPlanning FY21 Operating Budget Final as the source for FY21 Forecast.
We will open FY22 Operating Budget in March. Due to the continued uncertainty regarding COVID-19, the FY22 Operating Budget is currently blank and uneditable. We plan to pre-populate the FY22 Operating Budget with the Final version of the FY21 Operating Budget along with...
The CalPlanning FY20 Forecast and FY21 Operating Budget are now available for planning. We used data from CalPlanning FY20 Operating Budget Final as sources for FY20 Forecast and FY21 Operating Budget.
Only CalPlan is currently available for updates.
HCP will remain unavailable for the time being. We have been working to convert the data to sync with UCPath (job code, employee ID and account code). When this is done, we will...
August 2017 CalPlanning Release Notes1. The FY18 Forecast is now available
We copied the FY18 Operating Budget to the FY18 Forecast:
FY18 Forecast Initial is available for reporting FY18 Forecast Working is available for editing (both CalPlan and HCP) and reporting
Read below for more details, including Actuals and Beginning Balance Loads and this winter’s Human Capital Management (HCM) data load into Human Capital Planning (HCP).
