CalPlanning: Intro & Reporting
Overview of CalPlanning
CalPlanning, UC Berkeley’s financial planning and analysis tool supports our efforts to align resources to strategy. CalPlanning enables the shifting of finance professionals’ effort from manual intensive exercises to analysis and decision-support. Ultimately, the goal is to provide a direct line of sight into financial plans and actuals at all levels of the institution that will enable multi-year, strategic decision-making within and across campus constituents.
If you are new to CalPlanning, check out our Getting Started Page.
CalRptg, our financial planning reporting tool provides access to the detailed financial Operating Budget and Forecast plans created in CalPlan as well as daily or ‘monthly closed’ actual data from BFS. CalRptg includes pre-defined report templates and utilizes CalRptg Chart of Accounts (COA), including all BFS COA values. CalRptg users have global read-only access.
CalPlanning: Intro & Reporting Training
CalPlanning: Introduction and Reporting is the first course in the CalPlanning curriculum. The course introduces participants to the CalPlanning application, the dimensions of our data, and how to use report templates to quickly and easily generate reports.
This blended learning course is structured in two parts: 2-3 hours or self-study reading and practice exercises to be completed prior to a two hour group session held online using Zoom. An Office Hour will be available to enrollees prior to the group session to provide support for the self-study portion of the course material. Participants will learn to:
- Log into CalPlanning
- Identify key reports used to support the budgeting process
- Understand when plan and actual data is updated in CalPlanning reporting modules
- Set user preferences for accessing unit-specific financial plan and actual data
- Run key budget process reports in their own entity
Participants will need to have their CalPlanning role and organization entity access set up prior to this hands on computer based training session. Enroll in a session.
Please work with your Local CalPlanning Support person to submit a request for access.