CalRptg

CalPlan Reporting 

FY24 Forecast and FY25 preliminary Operating Budget are now available

October 17, 2023

CalPlanning Community,

The CalPlan and HCP planning applications are available with the FY24 beginning balance and July through September Actuals (this data are already available in CalRptg). The FY2024-25 Operating Budget has been seeded with preliminary numbers to assist planning activities but remember that these are subject to change.

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

Actualized Forecast FY24 Beginning Balance details

Please...

FY24 Operating Budget Final available for reporting

September 14, 2023

CalPlanning Community,

The FY24 Operating Budget has been finalized and is now available for reporting in CalPlanning.

The CalPlanning reporting tools (CalRptg and HCPRptg) are available for use in CalPlanning and Smart View. To access reports in CalPlanning, select the Explore button.

CalPlanning planning tools (CalPlan and HCP) remain unavailable as we prepare to open FY24 Forecast and a preview of the FY25 Operating Budget for edits.

Please refer to the CalPlanning home page for additional information. If...

April 2023 Release Notes

April 10, 2023

April 2023 CalPlanning Release Notes

The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available.

Enhancements include:

A Multi-Year Budget Template form to input FY25 / FY26 directional changes and strategic use of reserves directly via CalPlan and Smart View

A Compensation Drill Through form to display compensation plan total amounts by account in HCP

Updates include:

FY2022-23 Forecast Working version has February Actuals

Central Transfer accounts updated

Annual removal of DeptIDs for planning...

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...

I made changes to my compensation plans in HCP but they aren't showing up in the HCPRptg reports?

Changes made to planned employee and position compensation expenses, pooled positions and DeptID adjustments must be saved in HCP prior to the next data push in order to view the impact of the changes in HCPRptg, HCP, CalRptg and CalPlan. The data push happens 5 times/day Monday - Friday. The first push occurs at 9:00 AM and then every three hours until 9:00 PM.

Do not run CalRptg or HCPRptg reports or refresh Smart View Ad Hoc queries during the first 15 minutes of the push hours.

Check out the...