New Members in Fund, Chart1, and Chart2 Dimensions

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.