CalPlanning Planners with HCP access can view the HCP plan data within their entity security prior to the simplification process by launching the Jan18HCP from the CalPlanning Workspace-> Home page-> Applications section. This read-only view is in the old HCP layout so new planners may not be familiar with the navigation.
Yes, CalPlanning users with the Planner role can delete a Pooled Position in HCP that is no longer needed for any period in which you are currently creating budgets.
From the Create and Manage Pooled Positions form, right-click on the cell containing the Pooled Position you would like to delete, select Manage Pooled Position -->Delete Pooled Position Monthly Pay Rate.
Yes. From the Manage Existing Employee and Job Code task list, Monthly Pay Rate tab, right-click on the row of the employee whose job code you would like to change. Select Manage employee->Update Employee.
In the Prompt Form, change the job code and add the start year and start month of the new job code. You can also input any changes in Monthly Pay Rate if applicable for the start year and start month.
Make sure that all other *required fields are filled in with all the existing values...
When adding a DeptID Adjustment in HCP, planners can select any account from the available list. Once the DeptID Adjustment is created the Distribution elements- DeptID/Entity, Salary Account, Fund or CF1 CANNOT be edited.
If a change is needed, planners should right-click and Add a DeptID Adjustment that has the correct Distribution elements and then zero out the old incorrect DeptID Adjustment as needed.
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 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...
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.
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...
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...
