CalRptg

CalPlan Reporting 

January 2022 Release Notes

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 Budget 1. Data...

November 2021 Release Notes

November 19, 2021

November 2021 CalPlanning Release Notes

The CalPlanning FY22 Operating Budget Final is now available for reporting only.

FY22 Operating Budget Final

We copied the FY22 Operating Budget Working version to FY22 Operating Budget Final. The FY22 Operating Budget Working and Final versions are nearly identical to FY22 Operating Budget Planner Submission except for these differences:

Working and Final versions include leadership budget decisions...

Actions required after CalPlanning upgrade

July 6, 2021
CalPlanning Community, 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...

FY22 Operating Budget is now available

June 24, 2021

CalPlanning Community,

The FY22 Operating Budget is now available for planning. We used data from CalPlanning FY21 Forecast Planner Submission (which is a copy of FY21 Forecast Working as of May 24) as the source for FY22 Operating Budget.

Please review the release notes for more information and check the CalPlanning website for updates.

If you have questions, please...

March 2021 Release Notes

March 5, 2021 (revised March 5, 2021, 5 pm)

March 2021 CalPlanning Release Notes

The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available with 2021 January Actuals. Updates include:

FY2020-21 Forecast Working version has January Actuals

Annual removal of DeptIDs for planning has been completed

Simplified the way that Pooled Positions and Fee Remission are planned in HCP

Loaded updated FY21...

CalPlanning with UCPath HCM data available

March 5, 2021

CalPlanning Community,

The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available with 2021 January Actuals. The FY2020-21 Forecast Working version has been updated with January Actuals. We applied the annual removal of DeptIDs for planning.

Please review the March release notes for details about this update, including:

Simplified the way that Pooled Positions and Fee Remission are planned in HCP...

February 2021 Release Notes

February 5, 2021

February 2021 CalPlanning Release Notes

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...

FY21 Forecast now available

February 5, 2021

CalPlanning Community,

The CalPlan planning application is available with the FY21 beginning balance and July through December Actuals (this data has been available in CalRptg). The FY2020-21 Forecast Working version has been updated with the beginning balance and July through December Actuals.

Please review the February release notes for details...

Mid January 2020 Release Notes

January 25, 2020

Mid January 2020 CalPlanning Release Notes

The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available with 2019 December Actuals. The FY2019-20 Forecast Working version has been updated with December Actuals. As a reminder, CalRptg is updated with Actuals on a daily basis.

Central Transfers

FY20 and FY21 Central Transfers and Commitments have updated in CalPlanning from a combination of Actuals data, permanent budget, and planned data from the Campus...

CalPlanning December Actuals available with updated Campus Support

January 25, 2020

The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available with 2019 December Actuals. The FY2019-20 Forecast Working version has been updated with December Actuals.

In addition, we have updated central transfers (including the General Allocation, for FY20 and FY21.

As part of the January 2 release, we applied the annual removal of DeptIDs for planning.

Review more details about these CalPlanning updates in the...