Getting Started

November 2019 Release Notes

November 13, 2019

November 2019 CalPlanning Release Notes

The CalPlanning planner tools, CalPlan and HCP, are now available with the FY20 Forecast Q1 Submission version.

We have also updated CalPlanning to improve performance, reliability, and compatibility with newer browsers and operating systems.

Please note: There will be several actions that all CalPlanning users need to do when first logging in. Please review ...

Upgraded CalPlanning Available

November 13, 2019
The CalPlanning planner tools, CalPlan and HCP, are now available with the FY20 Forecast Q1 Submission version.
We have also updated CalPlanning to improve performance, reliability, and compatibility with newer browsers and operating systems.
Please note: There will be several actions that all CalPlanning users need to do when first logging in. Please review the job aid for...

When is CalPlanning available?

CalPlanning is available with technical support:

8am-5pm, Monday - Friday, except University holidays

CalPlanning is open but without technical support

7am-8am, Monday - Friday and weekends
5pm-3am, Monday - Friday

CalPlanning is not available: 3am-7am daily

Check out the CalPlanning home page for the latest...

FY2018-19 Quarterly CalPlanning Tool Training Now Enrolling

September 7, 2017

The VC Finance Office of the CFO is kicking of FY2018-19 with the first of our quarterly CalPlanning tool training courses for our newest members to the Finance Community. Ongoing training sessions are now open for enrollment in the UC Learning Center for both our CalPlanning Reporting and Planner roles:

Introduction to CalPlanning

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NOW ENROLLING! CalPlanning Reporting classroom training Wednesday May 17th 1:00-4:00 pm

May 3, 2017

There are seats available in our upcoming CalPlanning Reporting training session being held on Wednesday May 17th from 1:00 pm to 4:00 pm in University Hall, room 28.

This class is the second in a series of quarterly basic CalPlanning training modules designed for both our Planner and Reporting Only roles.

Access to the CalPlanning system is required. Please work with your local CalPlanning Access Provider to submit a request...