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 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 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 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 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.
Updated July 20, 2020 - HCP updated with new FY21 Fee Remission and UCRP rates
July 2020 CalPlanning Release Notes
The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available. We have removed the planned 3% merit in HCP for monthly paid employees in non-represented job codes. Also, HCP has been updated with the approved CBR rates for FY21.
July 20, 2020 - HCP was updated with new FY21 Fee Remission and UCRP rates.
The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available. HCP has been updated with the new CBR structure and rates and we loaded updated UCPath HCM data for planners to review and selectively copy to HCP.
