FY25 Budget Process - Training for Experienced Users

Budgeting for Experienced CalPlanning Users is a one-hour refresher course for those who already know how to use the CalPlanning tools. In this session, we will:

  • Review operational updates and best practices

  • Review the Multiyear Budget Template

  • Show the data that is seeded in the FY25 Operating Budget in CalPlan and HCP

  • Learn about using UCPath data with planned salary increases to plan for compensation in HCP

  • See a demo of the new Drill Through – Account Summary form in CalPlan.

Materials are available from the live presentations that were held in early March:

Getting Started Guide

The CalPlanning Getting Started Guide is a good place for new users to get begin learning about CalPlanning.

Office Hours

Office hours are available so that you can ask specific questions about CalPlanning and Smart View. Request 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. 

Learning Format

Our 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.

CalPlanning Roles and Courses

CalRptg Only Role

  • People with reporting access should start with CalPlanning: Intro & Reporting to learn to use the pre-designed CalPlanning report templates.
  • Individuals that will design their own reports will also take Smart View Ad Hoc for CalRptg.

Planner Role

  • In addition to the reporting classes described above planners will also need to take Navigating CalPlan and Navigating HCP to learn to enter plan data into CalPlan and HCP.
  • Smart View for Planning introduces the Excel interface to the CalPlan and HCP forms for entering data. This class is also recommended for planners.
  • For course descriptions and pre-requisites, use the menu on the top or left panel to go to the course page

CalPlanning Courses

CalPlanning: Intro & Reporting

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

Wednesday, March 13 10:00 - 11:30


Navigating CalPlan

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

Tuesday, March 12 10:00 - 11:30


Tuesday, April 2 10:00 - 11:30


Navigating HCP

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

Thursday, March 21 10:00 - 12:00


Thursday, April 11 10:00 - 12:00


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.

Wednesday, Feb 21 and 28 10:00 - 12:00


Wednesday, Mar 20 and Thursday, Mar 28 10:00 - 12:00


Smart View for Planning

This course has 2-3 hours of required self-study prior to a 1 hour group learning session.

Wednesday, March 27 10:00 - 11:00