The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available with 2019 December Actuals. The FY2019-20 Forecast Working version has been updated with December Actuals. As a reminder, CalRptg is updated with Actuals on a daily basis.
Central Transfers
FY20 and FY21 Central Transfers and Commitments have updated in CalPlanning from a combination of Actuals data, permanent budget, and planned data from the Campus...
The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available with 2019 December Actuals. The FY2019-20 Forecast Working version has been updated with December Actuals.
In addition, we have updated central transfers (including the General Allocation, for FY20 and FY21.
As part of the January 2 release, we applied the annual removal of DeptIDs for planning.
Review more details about these CalPlanning updates in the...
The CalPlanning planner tools, CalPlan and HCP, are now available with the FY20 Forecast Q1 Submission version. We have also updated CalPlanning to improve performance, reliability, and compatibility with newer browsers and operating systems. Please note: There will be several actions that all CalPlanning users need to do when first logging in. Please review the job aid for...
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....
We’re offering a series of drop-in office hour sessions. These are not training sessions but opportunities to ask questions about the budget process, completing the templates and entering budget data into CalPlanning. The office hours will be held in room 670 of University Hall and will be staffed by the Financial Planning & Analysis team. Dates will continue to be added to the sign-up sheet as they become available. Please bring your laptop with you to the session. Follow this link to sign...
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....