The process for removing the ability to plan to DeptIDs in CalPlanning is an annual process which occurs each January.
Currently the inactivation process is on hold as we work to finalize the timing and requirements. However, Planners should still submit the DeptIDs planned for inactivation so we can process when we reopened.
Before submitting a DeptID for planned inactivation, please check the DeptID status in CalPlan list. If the DeptID is...
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...
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.
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.
The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available.
Please review the April release notes for details about this update, including:
New Budget Template and Compensation Drill Through enhancements FY2022-23 Forecast Working version has February Actuals Central Transfer accounts have been updated Annual removal of DeptIDs for planning has been completed Updated UCPath HCM data for...
The CalPlan and HCP planning applications are available with the FY23 beginning balance and July through August Actuals (this data is already available in CalRptg). The FY2023-24 Operating Budget has been seeded with preliminary numbers to assist planning activities but remember that these are subject to change.
The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available.
Please review the May release notes for details about this update, including:
FY2021-22 Forecast Working version has March Actuals Central Transfer accounts have been updated Annual removal of DeptIDs for planning has been completed There is updated UCPath HCM data for planners to review and selectively copy to HCP
In January, the FY23 Operating Budget was loaded with compensation...
The CalPlan planning application is available with the FY22 beginning balance and July through November Actuals (this data is already available in CalRptg). The FY2022-23 Operating Budget has been seeded with preliminary numbers to assist planning activities but remember that these are subject to change when we officially launch the budget process.
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 Budget1. Data...