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...
We have upgraded CalPlanning to improve performance, reliability, security, and compatibility with newer browsers and operating systems. All CalPlanning tools (CalPlan, CalRptg, HCPRptg, SmartView) are now available.
Please note: There are several actions users need to take when they first log back into CalPlanning. Please review the linked job aid or...
FY2024-25 Forecast Working version has January Actuals Central Transfer accounts have been updated Annual removal of DeptIDs for planning has been completed Updated UCPath HCM data for planners to review and selectively copy to HCP
The CalPlanning FY25 Forecast and a preliminary version of the FY26 Operating Budget are now available for planning. We used data from CalPlanning FY25 Operating Budget Final as sources for FY25 Forecast and FY26 Operating Budget. Note: the FY26 Operating Budget has not officially launched and therefore no budget assumptions have been built into the FY26 Operating Budget. We are providing access to the budget in...
The CalPlan and HCP planning applications are available with the FY25 beginning balance and July through September Actuals (this data is already available in CalRptg). The FY2025-26 Operating Budget has been seeded with preliminary numbers to assist planning activities but remember that these are subject to change.
The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available.
Please review the March release notes for details about this update, including:
FY2023-24 Forecast Working version has January Actuals Central Transfer accounts have been updated Annual removal of DeptIDs for planning has been completed Updated UCPath HCM data for planners to review and selectively copy to HCP
The FY2023-24 Forecast Working version will be updated with February...
