UC Berkeley’s Financial Planning and Analysis Tool

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CalPlanning System Maintenance

All of CalPlanning (CalRptg, HCPRptg, CalPlan and HCP and Smart View) will be unavailable for planned maintenance:

  • Wednesday, April 24, 10:30 pm to Thursday, April 25, 8:00 am
  • Sunday, May 19, 6:00 am to 11:59 pm
  • Wednesday, May 29, 10:30 pm to Thursday, May 30, 8:00 am

CalPlan and HCP are available for planning

so you can update open months in your FY24 Forecast and create your FY25 Operating Budget. Please review the March release notes for details.

See our Training page for the schedule of FY25 Budget Process training offerings for experienced and new users.

CalRptg and HCPRptg are available for reporting from CalPlanning and Smart View. Reminder: Click on the Explore button to access reports, including the Key Controls report.

March 2024 Actual Data Load

  • CalRptg and Cal Answers were updated with closed March 2024 Actuals on Tuesday morning, April 16
  • HCPRptg was with closed March 2024 Actuals on Thursday morning, April 18
  • CalPlan and HCP will not be updated with Actuals for the remainder of this fiscal year due to the budget process

More BFS Monthly Closedetails can be found on the Controller's website

FY24 Forecast & FY25 Operating Budget snapshots

The versions below are a copy of Working as of the date indicated:

  • Initial - copy of FY23 Operating Budget Final - 9/14/2023
  • Q1 Submission - 11/19/2023
  • Q2 Submission - 2/6/2024
  • R1 - 10/17/2023
  • R2 - 2/6/2024
  • R3 - 3/4/2024
  • PriorMnth - 3/13/2024
  • Planner Submission - 4/26/2024 (tentative)