Although new members may be added to the Fund and Chart1 dimensions throughout the month, the hierarchy tree is only updated once a month in CalPlanning. Until the hierarchy tree is updated, new members roll up to temporary parents:
Fund
- New Contracts & Grants Funds
- New Current Funds Not C&G
- New Non-Current Funds
Chart1
- Newly Created Chart1
CalPlanning Release Notes notify users of hierarchy tree updates.
Requesting new Chart1 members to plan in CalPlan and HCP
To have Chart1s added to CalPlan/HCP for planning, submit a Help Desk ticket by the Cut-Off: Review and Approve All Online Financial Journals and Temporary Budget Journals date listed on the Monthly Close Schedule.
They will be added on the Final Month-End Actuals Data in CalPlanning Planning Application date on the schedule.