Actions required after CalPlanning upgrade
There are several actions users need to take when they first log back into CalPlanning. Please review the CalPlanning Upgrade Job Aid for details. Note that the job aid was updated on December 2 to address connecting your saved Smart View queries to the servers post-upgrade and Smart View private connections.
CalPlan and HCP are not available
after the FY26 Fall Forecast deadline on Monday, November 17, 11:59 pm until VC Finance completes reviewing the Fall Forecast submission in mid December.
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.
October 2025 Actual Data Load
- CalRptg and Cal Answers were updated with closed October Actuals on Thursday morning, November 13.
- HCPRptg was updated with closed October Actuals on Thursday night, November 13.
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The FY26 Forecast in CalPlan and HCP will be updated with closed October and November Actuals in mid December, after VC Finance has reviewed the reforecasting submission.
November 2025 Actual Data Load
- CalRptg and Cal Answers will be updated with closed November Actuals on Wednesday morning, December 10.
- HCPRptg will be updated with closed November Actuals on Wednesday evening, December 10.
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The FY26 Forecast in CalPlan and HCP will be updated with closed October and November Actuals in mid December, after VC Finance has reviewed the reforecasting submission.
More BFS Monthly Close and Fiscal Year Close details can be found on the Controller's website.
FY25 Forecast & FY26 Operating Budget snapshots
The versions below are a copy of Working as of the date indicated:
- Initial - copy of FY26 Operating Budget Final - 8/25/2025
- R1 - 9/15/2025
- PriorMnth - 11/17/2025
- Planner Submission - 11/17/2025 after fall forecast deadline
- Q1 Submission - planned for 12/5/2025 after Financial Planning & Analysis (FP&A) analyzes submissions