CalPlanning (Budgeting and Forecasting)

A service overview and catalog of CalPlanning (Budgeting and Forecasting) provided by the UC Berkeley IT Service Hub.

Description

CalPlanning, UC Berkeley’s financial planning and analysis tool, supports our efforts to align resources to strategy. CalPlanning enables the shifting of finance professionals’ effort from manual intensive exercises to analysis and decision support. Ultimately, the goal is to provide a direct line of sight into financial plans and actuals at all levels of the institution that will enable multi-year, strategic decision-making within and across campus constituents.
CalPlanning is the local name for our web-enabled Oracle Hyperion Planning technology solution.

Getting Started

Access the system:

For more information, including news, maintenance schedules, and training and resources, visit the CalPlanning website.

Service Details

Eligibility	Faculty, staff, and student employees are eligible for access to the CalPlanning tools. Access requires both: Approval from your Divisional Finance Leader Participation in CalPlanning Training
Contact	For technical help with CalPlanning, contact the Help Desk: Available Mon-Fri 8 am to 5 pm PST, except University holidays Call (510) 664-9000 option 1 (for IT), then 2 (for CalPlanning) Or, email calplanhelp@berkeley.edu
Availability	Available 24/7. Support is provided Monday–Friday, 8:00 AM – 5:00 PM PT, excluding University holidays and curtailment periods.
Cost	There are no direct costs associated with this service.
Data Classification	This service is rated for: Protection Level: P3 Availability Level: A2 Recovery Level: R3 Compliance: Users are responsible for ensuring data handled within this service complies with the Data and IT Resource Classification Standards.