We have upgraded CalPlanning and made other infrastructure changes to improve system performance and reliability. These changes also restore compatibility with newer browsers and operating systems. Because this is an upgrade to a new environment, every planner will need to do some first-time setup.
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Required setup
CalPlanning Network and Browser Requirements
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CalPlanning is available from your browser. We recommend using the latest version of the browser available
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When you are away from campus, you must connect with Global Protect (bSecure Remote Access VPN).
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If connecting directly from a web browser does not work, you may connect via Citrix
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If you experience issues, the Help Desk or CalPlanning team may ask you to try Citrix to troubleshoot whether the problem is with your browser.
New Look and Feel
There is a new look to the CalPlanning home page.
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As with the previous version, use the Explore button to access the report templates.
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The Recents pane in the upper left shows recently used report templates.
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Planners can access CalPlan and HCP from the Applications pane in the lower left. Planning is a summary title for CalPlan and HCP; it is not an application.
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The Favorites pane in the upper right shows report templates that you have marked as Favorites so you can access them with a single click. Learn to create Favorites
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The Announcements pane in the lower right shows any system announcements.
Configure Web Browser to Allow Pop-ups
You will need to configure your web browser to allow pop-ups from the CalPlanning server. This is needed one time only for each browser that you use to connect to CalPlanning (unless you completely clear/reset your browser).
Chrome
1. Go to CalPlanning.berkeley.edu and select Log into CalPlanning.
2. Click on the Pop-up blocked image in the upper right corner of the window.
3. Select Always allow pop-ups and redirects from https://calpln-rptportal.berkeley.edu and click the Done button.
4. Refresh the window that you originally used to see the CalPlanning login screen.
Firefox
1. Go to CalPlanning.berkeley.edu and select Log into CalPlanning.
2. Click the Options button in the yellow warning window.
3. Select Allow pop-ups for calpln-rptportal.berkeley.edu.
4. Click the X in the upper right corner of the window to close it.
5. Refresh the window that you originally used to see the CalPlanning login screen.
Enable Reporting POV Preview
1. Go to the File menu and select Preferences...
2. Click the Financial Reporting icon in the left panel. In the User Point of View section, select On and then click OK.
3. In order for the preferences to become active, you will need to log off the application. Go back to the File menu and select Exit. After you log off and login again, you will see the reporting POV preview when running reports. This will allow you to change the prompts before the reports appear.
Note: This upgrade restores the feature that stores/remembers the reporting POV that you last used.
Set CalPlan and HCP My Org Preference
In order to see and edit data in CalPlan and HCP, you'll need to set your CalPlan and HCP MyOrg preference. To ensure best performance for all users, please follow these guidelines to limit the amount of data returned from the server.
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For CalPlan, it's OK to set your default entity (org) to L3 division or L4 department.
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For HCP, please use L5, L6, or L7 (Dept ID).
To set your entity preference
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Go to the menu and select Navigate\Applications\ Planning and choose either CalPlan or HCP.
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Select Preferences in the left panel.
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Select the User Variable Options tab at the top of the User Preferences in the right panel. Enter an Entity in the Selected Member text box.
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Select Save.
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Select OK.
Smart View Operating System Compatibility
To confirm the version of Smart View you have installed:
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Open the Smart View ribbon.
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Click the down arrow on the Help button and select About(z)...
The version number should be 20.200 or higher and the build date should be December 11, 2020 or later. If it is not, submit a help desk ticket to request the installation of the new version.
Smart View New Login Window
There is a new look and feel to the Login window for Smart View. The functionality of entering your User Name and Password is the same as before.
