CalPlanning: UC Berkeley's financial planning and analysis tool

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3/17: CalPlanning now available with FY15 February Actuals and more

CalPlanning is now available with the following updates:

  • FY15 February Actuals in CalPlan and CalRptg*
  • Student Fee Fund hierarchy changes

3/12: FY16 Operating Budget now open for edit and more!

The FY16 Operating Budget is now open for edit, and the FY15 Forecast Planner Submission and FY15 Operating Budget Final snapshots are available for reporting.

3/9: Action: HCP impact from 3/5 outage

As communicated on 3/7, a relatively small number of HCP DeptID adjustments and Pooled Positions were not recovered after then unplanned CalPlanning outage of Thursday 3/5. The CalPlanning team worked to re-enter data on 3/7 and 3/8 to minimize user effort.

If you haven't yet, please review the spreadsheets in the link below to see if your data was impacted.

2/18: Daily CalRptg Actuals Loads Job Aid

As a reminder, since February 2, you can now also access Daily Actuals in CalRptg. Go to the Daily CalRptg Actuals Loads Job Aid for more information.

2/18: FY15 January Actuals now available and more

CalPlanning is now available with the following updates:

  • Closed January 2015 Actuals in CalPlan and CalRptg
  • Beginning Balance changes to select C&G fund ranges

2/12: Intersection Forms and Transfers Form Job Aids Now Available

There are new job aids now available which will walk CalPlanning users through the enhancements announced in the 2/2 release.

2/6: Enhanced report makes data entry for HCP Pooled Positions easier

We are pleased to announce there is an enhanced version of the BAIRS report: Payroll Data by CalPlanning Pooled Position Type, to help you complete HCP data entry for Pooled Positions.

To view more detailed information about the enhancements to this report, please follow the link to the "BAIRS Report for HCP Pooled Positions" job aid on the CalPlanning website.

To access the report,
1. Using your CalNet ID and passphrase, login to BAIRS
2. Expand the folder structure to /HR Reports/Workforce Detail/Position Data/
3. Open "Payroll data by CalPlanning Pooled Position Type.bqy

2/2: Refreshed HCP data, daily Actuals in CalRptg, and more

As of February 2, 2015, the CalPlanning FY15 Forecast is available with refreshed Employee and Position data from HCM, daily Actuals in CalRptg, and other improvements, including:

1/27: Office Hours, Planner Review Q&A Sessions, and Smart View Classes Available

As the FY 2015-16 Budget Process launches, the Campus Budget Office is offering continued support to ensure you're prepared to use all the tools available as you develop budget submissions. On February 2, CalPlanning will be available again with refreshed HCP data and a new suite of training sessions will become available, including Office Hours, Planner Review Q&A Sessions, and Smart View classes.

1/27: CalPlanning Office Hours Now Available

Please note: These office hours are for trained users only.

CalPlanning Training Videos available!

CalPlanning offers instructional videos for new and experienced CalPlanning users. They provide quick, on-demand tutorials and refreshers on how to use CalPlanning.

The videos work together with existing CalPlanning class materials, including PowerPoint lessons and exercise guides.

You can explore these new videos on the training webpage

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Daily System Alerts and Updates

System Alerts

  • CalPlanning is currently available.


  • IST experienced a CalNet outage yesterday, which caused some users to have CalPlanning access issues. If you were impacted, you can click this link to re-Synchronize Your CalNet Passphrase and regain access.


  • CalPlanning will be unavailable
    from Friday, 4/3 at 7pm to 4/7 while we take a snapshot of the FY16 Operating Budget.

Daily Data Push Times

  • Do not run CalPlanning Reporting for the first 15 minutes every 3 hours from 9am to 10pm. For example, do not run from 9:00am - 9:15am. 
    Reports will not contain compensation data due to data refreshing.
  • Do not run CalPlan AggEntity Business Rule for first 15 minutes every 3 hours from 9am to 10pm. For example, do not run from 9:00am - 9:15am. 
    If you forget, an error message will remind you.
  • Do not run multiple CalPlanning reports with varying POVs, simultaneously.
    It can return incorrect results. The team is working with Oracle to resolve this issue.

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First Time Users

For instructions on how to login to CalPlanning for the first time, how to install Citrix and information on browser requirements, please visit the "Getting Started" page

Citrix LogIn:

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CalPlanning System Availability

CalPlanning is generally...

  • Available (with technical support): Weekdays 8am-5pm, except University holidays.
  • Available (but without technical support): Weekdays 7am-8am and 5pm-4am, and weekends.
  • Unavailable: 4am-7am daily.

Help Desk is availableMonday through Friday from 8am-5pm, except University holidays.

Please note: The CalPlanning website is updated during business hours, Monday through Friday from 8:00 am to 5:00 pm. Outside that time, the most accurate system information will be communicated as necessary via email.

CalPlanning Requirements and Support

The CalPlanning Help Desk supports the following systems, only. Further information on system requirements for CalPlanning can be found on the CalPlanning Knowledge Base.

  • Windows 7
  • Microsoft Office 2007 or 2010
  • Adobe Acrobat Reader 7.0+ or higher
  • Internet Explorer 9.x

LIMs Only