Smart View

CalPlan and HCP unavailable for edits after Friday, May 22

May 19, 2026

CalPlanning Community,

CalPlan and HCP will be unavailable for edits after Friday, May 22, 11:59 pm, so the Financial Planning & Analysis team can review budget submissions.

Run the R180 Budget Template, R181 Use of Reserves Template, and Expense Growth Model reports before Friday, May 22, 11:59 pm.

After the May 22 submission deadline, CalPlanning users will no longer have access to the Budget Reports: R180, R181, and Expense Growth Model. Please export to Excel to create a backup for your records. From the menu, select Tools / Export as...

The Smart View tab is no longer showing up on my MS Excel ribbon. Where did it go and how do I get it back?

If you have Smart View installed locally on your workstation, it can become disabled and no longer display the Smart View tab in the MS Excel ribbon.

Check out the Restore Smart View in Excel job aid for step-by-step instructions on how you can quickly get your Smart View tab back.

How do I get access to the CalPlanning tools?

To get access to CalPlanning, contact your local CalPlanning Access Provider and request access. Each unit has a CalPlanning Access Provider who can submit a CalPlanning User Access Request Form to change type of access or provide new access.

Check out the CalPlanning...

When is CalPlanning available?

CalPlanning is available with technical support:

8am-5pm, Monday - Friday, except University holidays

CalPlanning is open but without technical support

7am-8am, Monday - Friday and weekends 5pm-3am, Monday - Friday

CalPlanning is not available: 3am-7am daily

Check out the CalPlanning home page for the latest updates on CalPlanning availability.

Actions required after CalPlanning upgrade

November 24, 2025

CalPlanning Community,

We have upgraded CalPlanning to improve performance, reliability, and compatibility with newer operating systems.

Please note: There are several actions users need to take when they first log back into CalPlanning. Please review the CalPlanning Upgrade Job Aid for details.

Please refer to the...

CalPlanning unavailable November 21 to 24

November 18, 2025

CalPlanning Community,

CalPlanning will not be available starting on Friday, November 21 at 5:00 p.m. through Monday, November 24 at 8:00 a.m. due to a planned system upgrade. All CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, and SmartView) will be offline during that time.

Please check the CalPlanning website for details and updates. If you have questions, please contact the Help Desk at calplanhelp@berkeley.edu.

Thank...

How do I get access to Smart View?

Access to Smart View is included with all CalPlanning access requests.

Campus finance members who require access to the CalPlanning tools must have their local access provider submit a CalPlanning User Access Request Form. The CalPlanning data repositories a user can access with Smart View are...