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....
The CalPlanning FY19 Forecast and FY20 Operating Budget are now available for planning and the months of July and August have been actualized in the Working Forecast. We opened the FY20 operating budget early to allow you to reflect changes that extend into the next year. Additionally, as we will not need to overwrite HCP data with an annual refresh, there is no reason to delay the opening to February. We continually update CalPlanning with monthly Actuals data, including compensation.
When creating a pooled position for NON-work study student workers, select the salary account, A51231- Staff-Exempt from CBR. This salary account is mapped to the benefit account, A530XX_Stat that will not plan any benefits but will apply the current GAEL rate.
The 5 high-level fund buckets in CalPlan and HCP are found within the Fund Group column.
If the Fund Group is not displayed in the default of the Cal Answers Financial Management dashboard report, you can right-click on the column labels in the location where you would like to add the Fund Group column. Select Include column and search for Fund Group from the list of includable columns. If it does not display in the list it may already be included in the report or not available.
We no longer load Vacant Positions from HCM to HCP.
In HCP you create a To Be Hired (TBH) Employee to serve as a placeholder for the compensation expense associated with your planned employee.
From the Manage Existing Employees and Job Codes task list ->Monthly Pay Rate tab right-click and select Manage TBD -> Add TBH. Select the DeptID (defaults to the DeptID in...
