Course Description
CalPlanning: Introduction & Reporting is the first course in the CalPlanning curriculum. In this course, you will learn to generate, modify, print and save reports from the CalRptg database using a library of report templates.
This blended learning course is structured in two parts:
- Self-study comprised of reading and doing practice exercises. Estimated time commitment is two hours. Plan to complete the self-study in advance of the group learning study.
- Instructor-led group session in which we will build on the self-study material with Q&A and case studies. The 1.5 hour group learning session is held online using Zoom. You must enroll in the course to be invited to the Zoom session.
Pre-requisites:
- CalPlanning ID (requested by your CalPlanning Access Provider)
- Familiarity with chart of accounts and chartstrings at Berkeley
Next topic: Overview of CalPlanning Tools