The HCP planning and HCPRptg reporting applications are available with several changes:
HCP and HCPRptg data was converted to match UCPath employee ID, job code, and account code.
HCP detail was copied from FY20 to FY21.
HCP now includes a calculation for UC Retirement Plan (UCRP) along with revised calculations for Composite Benefit Rates (CBR), General, Automobile, and Employment...
The HCP planning and HCPRptg reporting applications are available with several changes:
HCP and HCPRptg data was converted to match UCPath employee ID, job code, and account code.
HCP detail was copied from FY20 to FY21.
HCP now includes a calculation for UC Retirement Plan (UCRP) along with revised calculations for Composite Benefit Rates (CBR), and General, Automobile, and Employment Liability (GAEL). DeptID adjustments which added UCRP costs to the plan have been cleared....
CalPlan and HCP are now available with FY19 Forecast Q2 Submission.
HCP updated so you can review and copy data from HCM
In addition, the CalPlanning Human Capital Plan (HCP) tool has been updated so that you can review and copy existing employee distributions from Human Capital Management (HCM) to your HCP plan. This will allow planners to focus on key variances between HCM and HCP in salary and/or distributions. This will be helpful if you don’t regularly...
CalPlanning Community, The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available with 2018 December Actuals. The FY2018-19 Forecast Working version has been updated with December Actuals. As a reminder, CalRptg is updated with Actuals on a daily basis. As part of this release, we applied the annual removal of DeptIDs for planning as requested by the November 9 deadline. We also removed one Chart1 member from CalPlan and HCP as...
The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available with 2018 December Actuals. The FY2018-19 Forecast Working version has been updated with December Actuals. As a reminder, CalRptg is updated with Actuals on a daily basis.
Dept ID Inactivation
As part of this release, we applied changes for DeptIDs that are in the process of being inactivated. Actuals remain in the original entity but the Forecast and Operating Budget amounts have been moved to the mapped entity....
The CalPlanning FY19 Forecast and FY20 Operating Budget are now available for planning and the months of July and August have been actualized in the Working Forecast. We opened the FY20 operating budget early to allow you to reflect changes that extend into the next year. Additionally, as we will not need to overwrite HCP data with an annual refresh, there is no reason to delay the opening to February. We continually update CalPlanning with monthly Actuals data, including compensation.
CalPlanning is now available with the following updates: FY18 July and August Actuals FY18 Actual Final and Forecast Working updated with Beginning Balances from Actuals FY18 Beginning Balance Details
Beginning Balances reported in CalPlan and CalRptg contain data seeded from BAIRS FY18 period 0 Actuals.
For most funds, Beginning Balances do not contain period 0 TempBudg. Only a small number of Contract and Grant (C&G) funds, including Financial Aid and Federal Appropriation funds, have continued to use TempBudg in BFS...
August 2017 CalPlanning Release Notes1. The FY18 Forecast is now available
We copied the FY18 Operating Budget to the FY18 Forecast:
FY18 Forecast Initial is available for reporting FY18 Forecast Working is available for editing (both CalPlan and HCP) and reporting
Read below for more details, including Actuals and Beginning Balance Loads and this winter’s Human Capital Management (HCM) data load into Human Capital Planning (HCP).
The R103 SRECNA Med report is run from the CalPlan reporting repository. The plan data reflects the data as of the latest save action taken by the planner in CalPlan. When a planner saves in CalPlan, the edits are aggregated to the entity level set in the CalPlan Preferences.
In CalPlan reports, actual data is as of the Last Loaded Month End Close in CalPlanning, does not include individual Fund details and uses the limited CalPlanning Chart of Accounts (COA).
The CR103 SRECNA Med report is run from the CalRptg...