The CalPlanning team posts Release Notes after making significant updates or upgrades to the system. If you have questions:
- Contact the Help Desk (available Mon-Fri 8am to 5pm PST, except University holidays):
- Call (510) 664-9000option 1 (for IT), then 2 (for CalPlanning)
- Or, emailcalplanhelp@berkeley.edu(link sends e-mail)
Thank you.
CalPlanning with UCPath HCM data available
The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available. Please review the March release notes for details about this update, including:
- FY2023-24 Forecast Working version has January Actuals
- Central Transfer accounts have been updated
- Annual removal of DeptIDs for planning has been completed
- Updated UCPath HCM data for planners to review and selectively copy to HCP
Read more details about this release.
October 2023 - FY24 Forecast and FY25 preliminary Operating Budget are now available
The CalPlan and HCP planning applications are available with the FY24 beginning balance and July through September Actuals (this data are already available in CalRptg). The FY2024-25 Operating Budget has been seeded with preliminary numbers to assist planning activities but remember that these are subject to change.
Please review the October release notes for details about this update, including:
- Actualized Forecast
- FY24 Beginning Balance details