Uploading Budget Templates in Hyperion - Version 10.0 - Updated 02/13/2025

Sep 12, 2026

Supplemental job aid for FI$Cal users with write access to Hyperion Planning, describing how to upload Budget Request (BR) data using Excel upload templates. It explains when templates are most efficient for BRs with more than 20 lines, identifies eligible BR types (BBA, BCP, ECP, RTL, with ECP using a BCP template), and provides step-by-step instructions to create a BR, obtain the latest master template, populate it, save a Smart View version, and transfer data into the correct BR for validation.

LanguageEnglish

CategoryPresentations

FormatPDF

Pages27

Reading Time9 min

AccessFree to download

Purpose

Target Audience

Key Points

Create a BR in Hyperion (CalPLNXX) where the data will be uploaded

Select the BR type (e.g., BCP)

Choose Version, Entity, and fiscal year

Create BR and confirm success

Enter BR Name and BR Title

Record the unique BR identifier

Obtain and populate the latest available Excel upload template (master file) from the Department of Finance

Save an extra copy of the populated Excel upload template (Smart View file)

Copy, paste, and upload budget data to Hyperion

Validate loaded data in Hyperion

Appendix

Key Words

Definitions

Reference Materials

Revision Table

Contacts

Uploading Budget Templates in Hyperion Version: 10.0Updated: 02/13/2025 Purpose | This Supplemental Job Aid provides instructions to upload a Budget Request (BR) .
Table of Contents | | --- | | Purpose .......................................................................................................................... 1
Target Audience ............................................................................................................ 1
Key Points ...................................................................................................................... 2
Create a BR in Hyperion (CalPLNXX) where the data will be uploaded ..................... 2
Obtain and populate the latest available Excel upload template (master file) from the Department of Finance ............................................................................................ 6
Save an extra copy of the populated Excel upload template (Smart View file) to use to connect and upload the data to Hyperion ..................................................... 11
Copy and paste budget data from the master template file (the original file with populated source data) into the Smart View template file and upload to Hyperion...................................................................................................................................... 18
Validate loaded data in Hyperion to ensure all the data was correctly uploaded.... 25
Appendix ...................................................................................................................... 26
Key Words ................................................................................................................ 26
Definitions................................................................................................................. 26
Reference Materials ................................................................................................. 27
Revision Table .......................................................................................................... 27
Contacts .................................................................................................................... 27
Target Audience | All FI$Cal roles with write access to the Hyperion Planning Application. Key Points Note that using upload templates is likely most effective or efficient when a user has more than 20 lines of budget data to enter for a budget request (such as multiple appropriations, programs, fund sources, or categories of spending data) . The four BR types for which upload templates can be used are: Baseline Budget Adjustment (BBA), Budget Change Proposal (BCP), Enrollment, Caseload, and Population (ECP), and Revenues, Transfers, and Loans (RTL) . There are separate and distinct upload templates available from your respective Department of Finance (Finance) Budget Analyst or by subscribing to Finance’s Budget Operations mailing list for each of these BR types (exception: ECP BRs use the BCP upload template) . To subscribe to the Budget Operations mailing list, register here: [https://dof.ca.gov/department-mailing-lists/](https://dof.ca.gov/department-mailing-lists/) . The following general steps need to be performed to upload budget data into an individual BR in Hyperion using an upload template. Create a BR in Hyperion (CalPLNXX) where the data will be uploaded CalPLN21 is used when building the 2021-22 Budget, CalPLN22 is used when building the 2022-23 Budget, and CalPLN23 is used when building the 2023-24 Budget, etc. In this example, we will be using CalPLN21 as this BCP is proposed to be included in the 2021-22 Budget. | Steps | Description | | --- | --- | | 2 | Under My Task List, click on the Budget BR Types arrow to expand the list of options. Then click on the BCP option. (In this example, we use the BCP BR type. However, users must select the appropriate BR type, such as BBA, ECP

FAQs

Who can use these Hyperion budget upload templates?

All FI$Cal roles with write access to the Hyperion Planning Application can use the upload templates and follow the steps in this job aid.

When are upload templates most effective for a budget request?

Upload templates are most effective when the budget request involves more than 20 lines of budget data, such as multiple appropriations, programs, fund sources, or spending categories.

Which BR types support upload templates in Hyperion?

Upload templates can be used for Baseline Budget Adjustment (BBA), Budget Change Proposal (BCP), Enrollment, Caseload, and Population (ECP), and Revenues, Transfers, and Loans (RTL). ECP BRs use the BCP upload template.

Sep 12, 2026

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