Oracle Hyperion PSPB 11.1.2: Create & Manage Applications (11.1.2.2)

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, customize forms, and 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 also set up funding requests.

You maintain Public Sector Planning and Budgeting position and employee data, create and fill positions, manage employee assignments to positions, and review budget books. You create and review requests for additional funding. Exercises provide hands-on practice.

Learn to:

• Load metadata and data into applications and set up security
• Set up and maintain compensation budget defaults, and maintain compensation data
• Link compensation and line item budgets
• Create and review funding requests
• Create Public Sector Planning and Budgeting applications
• Manage revision requests

*This course is designed for customers using Oracle Hyperion Planning Sector Planning and Budgeting 11.1.2.2. This course is not suitable for customers using Oracle Hyperion Planning Sector Planning and Budgeting 11.1.2.1 or earlier.

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

• Planning Components and Architecture
• Integration with Other Systems
• Business Process Followed in Class
• Business Process for Applications with Decision Packages
• Public Sector Planning and Budgeting Business Scenario

Navigating Workspace

• Launching Workspace
• Opening Applications
• Navigating Planning

Dimensions Overview

• Methods for Creating Applications
• Plan Types
• HCP Configuration Options
• Dimensions

Creating Planning Applications

• Application Creation Process and Criteria
• Relational Databases for Planning and Configuring Data Sources
• Creating Applications in Planning Administration
• Essbase Databases
• Predefined Components and Setting Up User Variables
• Customizing Forms, Menus, and Task Lists
• Reporting Applications
• Setting Planning Properties

Managing Dimensions

• Building Dimension Hierarchies
• Managing Alias Tables
• Adding Member Formulas

Setting Up Public Sector Planning and Budgeting Dimensions

• Time Periods Overview
• Setting Up Scenarios and Versions
• Position, Employee and Job Code Dimension Overview
• Element and Budget Item Dimension Overview
• Setting Up the Request Dimension

Setting Up Other Dimensions

• Setting Up the Entity Dimension
• Setting Up the Account Dimension
• Setting Up User-Defined Dimensions
• Setting Up Smart Lists
• Setting Up UDAs

Loading Metadata and Data

• Metadata Load Options
• Data Load Options
• Loading Metadata into Applications
• Loading Data into Applications
• ERP Integrator Process Overview
• Lifecycle Management and Migrating Applications and Artifacts

Setting Up Security

• Planning Security Overview
• Provisioning Users and Groups
• Assigning Access Permissions
• Importing Acess Permissions
• Reporting and Access Permissions

Setting Up Compensation Budgets

• Compensation Budget Setup
• Verifying the Public Sector Planning and Budgeting Application Setup
• Data Load Verification
• Setting Up Compensation Budget Defaults
• Synchronizing Salary, and Other Compensation Properties
• Calculating Compensation Budgets

Maintaining Compensation Defaults

• Compensation Defaults Overview
• Maintaining Position Defaults
• Maintaining Salary Grade Defaults
• Maintaining Other Compensation Defaults
• Maintaining Default Natural Accounts and Allocation Defaults
• Setting Up Work Days and Pay Days
• Mass Adjustments of Salaries and Other Compensation Data
• Automatic Increments Overview

Maintaining Positions

• Managing Positions
• Assigning Employees to Positions
• Reviewing and Approving Positions
• Approving Period-Level FTEs

Maintaining Employees

• Changing Employee Details
• Viewing Employee Compensation Information
• Changing Employee Status
• Terminating Employees
• Replacing To-Be-Hired Employees with Existing Employees
• Transferring Employees
• Maintaining Employee Compensation Details

Linking Compensation and Line Item Budgets

• Budget Integration Process
• Allocating Compensation Expenses to GL Accounts
• Mapping Applications for Reporting
• Pushing Data to Reporting Applications
• Pusing Data with the PushData Utility

Setting Up the Approval Process

• Creating Planning Unit Hierarchies
• Assigning Scenarios and Versions to Planning Units
• Reviewing the Promotional Path
• Synchronizing Planning Unit Hierarchies
• Exporting and Importing Planning Unit Hierarchies
• Updating the Promotional Path with Validation Rules

Reviewing Decision Packages and Budget Requests

• Navigating Decision Packages
• Reviewing Decision Packages
• Reviewing Budget Requests

Setting Up Decision Packages and Budget Requests

• Creating Decision Package Types
• Modifying Decision Package Types
• Copying Decision Package Types
• Integration Considerations with ERP Integrator
• Metadata Requirements for Decision Packages
• Requirements for Pushing Data to Reporting Applications
• Mappings for Decision Package Enabled Applications

Managing Decision Packages and Budget Requests

• Creating Decision Packages
• Creating Budget Requests for Decision Packages
• Attaching Supporting Documentation to Budget Requests
• Creating Budget Requests for Shared Decision Packages
• Modifying Budget Requests
• Adding Annotations to Line Item Budgets
• Copying Decision Packages Between Budget Versions
• Deleting Decision Packages and Budget Requests

Managing the Approval Process

• Approvals Considerations
• Approving and Rejecting Decision Packages
• Planning Unit Process States
• Managing the Review Cycle
• Viewing and Resolving Validation Errors

Reviewing Budget Books

• Financial Reporting Overview
• Setting Financial Reporting General Preferences
• Previewing Reports
• Budget Books Process Flow and Book Editor
• Previewing Budget Books

Managing Revision Requests

• Revision Request Overview
• Copying Data for the Baseline Budget
• Creating and Populating Revisions
• Editing Compensation Budget Revisions
• Calculating Revisions
• Revision Approvals

Course Objectives

• Maintain position and employee data
• Create Public Sector Planning and Budgeting applications
• Load metadata and data into applications
• Set up security for users, groups, and members
• Set up and maintain compensation budget defaults
• Link compensation and line item budgets
• Create and review funding requests
• Set up and manage the approval process
• Review budget books
• Manage revision requests