Human Capital Planning (HCP)

CalPlanning is available with UCPath HCM data

May 9, 2022

CalPlanning Community,

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...

FY22 Forecast and FY23 (preliminary) Operating Budget are now available

January 14, 2022

CalPlanning Community,

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.

Please review the ...

January 2022 Release Notes

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 Budget 1. Data...

Actions required after CalPlanning upgrade

July 6, 2021
CalPlanning Community, We have upgraded CalPlanning to improve performance, reliability, security, and compatibility with newer browsers and operating systems. All CalPlanning tools (CalPlan, CalRptg, HCPRptg, SmartView) are now available. Please note: There are several actions users need to take when they first log back into CalPlanning. Please review the linked job aid or...

FY22 Operating Budget is now available

June 24, 2021

CalPlanning Community,

The FY22 Operating Budget is now available for planning. We used data from CalPlanning FY21 Forecast Planner Submission (which is a copy of FY21 Forecast Working as of May 24) as the source for FY22 Operating Budget.

Please review the release notes for more information and check the CalPlanning website for updates.

If you have questions, please...

March 2021 Release Notes

March 5, 2021 (revised March 5, 2021, 5 pm)

March 2021 CalPlanning Release Notes

The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available with 2021 January Actuals. Updates include:

FY2020-21 Forecast Working version has January Actuals

Annual removal of DeptIDs for planning has been completed

Simplified the way that Pooled Positions and Fee Remission are planned in HCP

Loaded updated FY21...

CalPlanning with UCPath HCM data available

March 5, 2021

CalPlanning Community,

The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available with 2021 January Actuals. The FY2020-21 Forecast Working version has been updated with January Actuals. We applied the annual removal of DeptIDs for planning.

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

Simplified the way that Pooled Positions and Fee Remission are planned in HCP...

February 2021 Release Notes

February 5, 2021

February 2021 CalPlanning Release Notes

The CalPlanning FY21 Forecast is now available for planning. We used data from CalPlanning FY21 Operating Budget Final as the source for FY21 Forecast.

We will open FY22 Operating Budget in March. Due to the continued uncertainty regarding COVID-19, the FY22 Operating Budget is currently blank and uneditable. We plan to pre-populate the FY22 Operating Budget with the Final version of the FY21 Operating Budget along with...

FY21 Forecast now available

February 5, 2021

CalPlanning Community,

The CalPlan planning application is available with the FY21 beginning balance and July through December Actuals (this data has been available in CalRptg). The FY2020-21 Forecast Working version has been updated with the beginning balance and July through December Actuals.

Please review the February release notes for details...

CalPlanning HCP updated with new Fee Remission and UCRP rates

July 20, 2020

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

HCP was updated this morning with the the FY21 final fee remission rates and UCRP rates.

The FY21 approved CBR rates for FY21 were updated in HCP on July 15.

Review the CBR, fee remission, and UCRP rates in the July 2020 release notes.

Please check the CalPlanning website...