We’re excited to announce that the next phase of the Actualized Forecast & Simplified HCP project will go live in February. As part of this release, FY2017-18 Forecast Working will be available with: actualized compensation data (non-compensation data has already been actualized); consolidated fund buckets; and simplified HCP. As in prior years, we’ll also be opening the FY2018-19 Operating Budget Working and refreshing HCP employee data from HCM. In order to make these changes, CalPlanning will be closed for edits from Wednesday, February 7 to Wednesday, February 21.
CalPlan and HCP unavailable 2/1 - 2/2
Please note the CalPlan and HCP planning tools will be unavailable Thursday, February 1 and Friday, February 2 while the Financial Planning & Analysis team reviews and adjusts the Q2 Flash Forecast.
What is new
Compensation data will be actualized for all closed months.
Process for updating salary, adding an employee, and planning for DeptID adjustments will be streamlined.
Effective Start and End dates will be removed from HCP, allowing for compensation planning by month.
Position data will be removed from HCP and replaced with job code data.
All compensation data will be converted to the five high-level fund buckets (unrestricted, designated, restricted gift, restricted endowments and FFE’s, contracts and grants). All lower-level fund buckets will be removed from CalPlan and HCP.
We’ll be offering HCP classroom training for newly-hired CalPlanning Planners. For our existing Planners - sign up now for demonstrations of the simplified HCP in February. Registration for demos and registration for training are available on the CalPlanning website
If you have technical questions about CalPlanning, please contact the Help Desk at email@example.com. If you have questions about the Actualized Forecast & Simplified HCP project, please contact the project team at firstname.lastname@example.org
Office of the Vice Chancellor of Finance