Oracle Hyperion PSPB 11.1.2: Create & Manage Applications
Starting dates and places
Description
In this course, you learn to create and administer Public Sector Planning and Budgeting applications within Planning. You learn how to create applications, add dimensions and members, import members, set up security, create data forms, and customize task lists. You design and manage the budgeting process, which includes building planning unit hierarchies and assigning responsibilities and promotional paths for planning units.
You set up position and employee defaults, and you maintain Public Sector Planning and Budgeting position and employee data, create and fill positions, manage employee assignments to positions, and review budget books. Exercises provide hands-on practice.
Learn To:- Cre…
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In this course, you learn to create and administer Public Sector Planning and Budgeting applications within Planning. You learn how to create applications, add dimensions and members, import members, set up security, create data forms, and customize task lists. You design and manage the budgeting process, which includes building planning unit hierarchies and assigning responsibilities and promotional paths for planning units.
You set up position and employee defaults, and you maintain Public Sector Planning and Budgeting position and employee data, create and fill positions, manage employee assignments to positions, and review budget books. Exercises provide hands-on practice.
Learn To:- Create Public Sector Planning and Budgeting applications
- Load metadata and data into applications and set up security
- Create and customize data forms, menus, and task lists
- Set up and manage the Approval process and
- Set up and maintain compensation budget defaults and maintain compensation data
- Review budget books
A Live Virtual Class (LVC) is exclusively for registered students; unregistered individuals may not view an LVC at any time. Registered students must view the class from the country listed in the registration form. Unauthorized recording, copying, or transmission of LVC content may not be made.
Audience
- Administrator
Course Topics Introduction to Public Sector Planning and Budgeting
- About Planning
- Planning Architecture
- About Public Sector Planning and Budgeting
- Integration with Other Systems
- Public Sector Planning and Budgeting Business Process Followed in Class
- Public Sector Planning and Budgeting Business Scenario
- Launching Workspace
- Opening Applications
- Navigating in Planning
- Methods for Creating Applications
- Plan Types
- Budget Details
- Dimensions
- Application Creation Process and Application Criteria
- Relational Databases for Planning
- Configuring Data Sources
- Creating Applications with Classic Application Wizard
- Predefined Components
- Setting Up Values for User Variables
- Reporting Applications
- Setting Planning Properties
- Building Dimension Hierarchies
- Modifying Member Properties
- Managing Alias Tables
- Adding Member Formulas
- Time Periods Overview
- Setting Up Scenarios and Versions
- Position, Employee and Job Code Dimension Overview
- Element and Budget Item Dimension Overview
- Setting Up the Entity Dimension
- Setting Up the Account Dimension
- Setting Up User-Defined Dimensions
- Setting Up Smart Lists
- Setting Up UDAs
- Metadata Load Options
- Data Load Options
- Loading Metadata into Classic Applications
- Loading Data into Classic Applications
- About ERP Integrator
- Lifecycle Management and Migrating Applications and Artifacts
- Provisioning Users and Groups
- Assigning Access Permissions
- Importing Access Permissions
- Reporting on Access Assignments
- Creating Simple Data Forms
- Creating Composite Data Forms
- Assigning Access Permissions
- Creating Formula Rows and Columns
- Setting Up Validation Rules
- Managing Menus
- Managing Task Lists
- Verifying the Public Sector Planning and Budgeting Application Setup
- Setting Up Compensation Budget Defaults
- Managing Salary Grades and Other Compensation Elements
- Processing Loaded Human Resources Data
- Reviewing Position and Employee Data
- Performing Mass Updates on Compensation Data
- Calculating Compensation Budgets
- Maintaining Position Defaults and Salary Grade Defaults
- Maintaining Other Compensation Defaults and Default Natural Accounts
- Maintaining Allocation Defaults
- Setting Up Work Days and Pay Days
- Performing Mass Adjustments on Compensation and Benefits
- Creating Positions and Maintaining Position Data
- Assigning Employees to Positions
- Reviewing and Approving Positions
- Approving Period-Level FTEs
- Changing Employee Details and Status
- Viewing Employee Compensation Information
- Terminating Employees
- Replacing To-Be-Hired Employees with Existing Employees
- Transferring Employees
- Maintaining Employee Compensation Details
- Budget Integration Process
- Allocating Compensation Expenses to GL Accounts
- Adding Annotations to Line Item Budgets
- Mapping Applications for Reporting
- Pushing Data to Reporting Applications
- Creating, Importing, Exporting, and Synchronizing Planning Unit Hierarchies
- Assigning Scenario and Version Combinations
- Reviewing the Promotional Path
- Starting the Review Cycle
- Building Validation Rules for Approvals
- Adding Validation Messages and Color Cues
- Updating the Promotional Path with Validation Rules
- Verifying and Enabling Validation Rules
- Managing Planning Unit Actions
- Managing the Review Cycle
- Copying and Clearing Data
- Viewing and Resolving Validation Errors
- Financial Reporting Overview
- Setting Financial Reporting General Preferences
- Previewing Reports
- Previewing Budget Books
- Revision Request Overview
- Copying Data for the Baseline Budget
- Creating and Populating Revisions
- Editing Compensation Budget Revisions
- Calculating Revisions
- Revision Approvals
- Working with Performance Management Architect
- Application Creation Process
- Managing Dimensions
- Creating Members
- Creating Associations Between Dimensions
- Creating Aliases
- Loading Metadata Overview
- Loading Metadata from Flat Files
- Application Creation Process
- Application Criteria
- Creating Applications with Application Creation Wizard
- Deploying Public Sector Planning and Budgeting Applications
- Verifying Application Setup
Course Objectives
- Create Public Sector Planning and Budgeting applications
- Load metadata and data into applications
- Set up security for users, groups, and members
- Create and customized data forms, menus, and task lists
- Set up and maintain compensation budget defaults
- Maintain position and employee data
- Link compensation and line item budgets
- Set up and manage the approval process
- Review budget books
- Manage revision requests
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