HCPRptg

Human Capital Planning Reporting 

How do I change the Account Dimension in the the HCP001 POV from Total Compensation to another salary account?

From the HCPRptg reporting repository, launch the HCP001 Employee Salary by Fund and Job Code report.

Select the needed members from the POV selection dialog box and select OK. From the Respond to Prompts dialog box, click on the Member Selection icon to the right of the Selection field.

Click the check box to the left of Total Compensation in the right-hand Selected side. Click on the left facing arrow to move Total Compensation to the Available side.

Click on the...

Can I delete a DeptID Adjustment that I no longer need?

Yes, DeptID Compensation Adjustments can be deleted in HCP by either zeroing out the values in the months or right-clicking over the DeptID Compensation row and selecting Manage DeptID Adjustments -> Delete DeptID Adjustments. Click Launch from the Delete DeptID Adjustment prompt and OK from the confirmation pop up box. Since DeptID Compensation Adjustments don't actualize the row will be removed from the form.

FY26 Operating Budget and UCPath HCM data available

March 7, 2025

CalPlanning Community,

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

Please review the March 2025 release notes for details about this update, including:

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 FY2024-25 Forecast Working version will be...

October 2024 Release Notes

October 23, 2024

October 2024 CalPlanning Release Notes

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...

FY25 Forecast and FY26 preliminary Operating Budget are now available

October 23, 2024

CalPlanning Community,

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.

Please review the ...

CalPlanning with UCPath HCM data available

March 4, 2024

CalPlanning Community,

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...

October 2023 Release Notes

October 17, 2023

October 2023 CalPlanning Release Notes

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...

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...