CalPlanning

Getting Started Guide

New Planners and Reporting Only Users, please review the CalPlanning Getting Started Guide.

Office Hours

Office hours are available so that you can ask specific questions about CalPlanning and Smart View. Sign up for a session and indicate the topic for which you are requesting support. Office hours are an opportunity to get individual support for a specific challenge your unit is facing; they are not a replacement for training. Office hours will be available ongoing with at least one session per month scheduled.

New Learning Format for CalPlanning

To support the need for Finance professionals to learn CalPlanning and Smart View while in person group sessions are not possible, VC Finance offers a curriculum of CalPlanning and Smart View courses using a blended learning model. Courses begin with self-study using online “books” divided into chapters supplemented with practice exercises and short videos. Courses culminate with a group session using Zoom in which participants will work on case studies in small teams to apply the material covered in the self-study.

The self-study materials are available on the website for everyone to use; they can be a helpful resource for those that have already completed the training and are looking for a refresher. See the page for the course you are interested in to access the self-study materials and job aids.

New Smart View Courses

Smart View is an Excel interface to UC Berkeley’s financial planning and analysis tool better known as CalPlanning. Within Smart View you can (1) create your own ad hoc reports to extract financial data in the format that works best for you and/or (2) use the Excel interface to upload budget data directly into CalPlanning. There are 2 courses in the Smart View curriculum:

• Smart View Ad Hoc for CalRptg
• Smart View for Planning

CalPlanning Roles and Courses

The chart below show the CalPlanning roles and recommended courses

• Planners have the ability to enter financial information into the tool. They can also run and analyze reports on compensation and non-compensation.
• CalRptg Reporters have the ability to run and analyze reports for summary compensation (i.e not employee-specific) and detailed non-compensation.
• HCPRptg Reporters have the ability to run and analyze reports for detailed compensation (i.e. employee level detail) and non-compensation.

The chart below shows the CalPlanning roles and recommended courses

CalPlanning Training Classes

For course descriptions and pre-requisites, use the menu on the top or left panel to go to the course page

Smart View Ad Hoc for CalRptg

This course has approximately 2 hours of required self-study prior to each group learning session. There are 2 group learning sessions in this course; you must attend both sessions.

Smart View for Planning

This course has 2-3 hours of required self-study followed by a brief quiz. You must complete the quiz to get credit for completing this course. Enroll

CalPlanning: Intro & Reporting

This course has 2-4 hours of required self-study prior to the 1½ hour group learning session.

Navigating CalPlan

This course has 2-3 hours of required self-study prior to the 1½ hour group learning session.

Navigating HCP

This course has 2-4 hours of required self-study prior to the 1 hour group learning session.