PeopleSoft Planning and Budgeting Rel 9.1

Planning and Budgeting is an analytical application that helps you to conduct top-down target setting, and to generate a bottom-up budget that is at the foundation of your organization's operations. This course helps implementation teams, planning and budget departments understand the set up and day-to-day operations of this tool. Students will define and build the planning model and use the Planning Workspace.

The students look at the use of Line Item activities, working with methods, reviewing line-item data and activities. They also analyze budget data using a Spreadsheet Add-In. The uses of Position and Asset Budgeting are developed. The student will see how they can handle marketing volatility and other deviations from the original plan proactively, in real time, by updating and recalculating planning model scenarios and activities. They are introduced to various delivered analysis reports.

Learn To:

• Understand the Planning and Budgeting process
• Set up Position and Asset budget defaults
• Define a Planning Model
• Set up the Planning and Budgeting system
• Set up Planning Targets
• Use Flexible Formulas

Audience

• Functional Implementer

Course Topics Business Process Overview

• Understanding the Business Process
• Understanding the Planning and Budgeting Process
• Understanding the Planning and Budgeting Integrations
• Finding Information About PeopleSoft Enterprise Planning and Budgeting in PeopleBooks

Setting up the System

• Understanding PeopleTools Security
• Understanding Trees in Planning and Budgeting
• Understanding the Use of ACE
• Identifying Data Integration Sources

Defining Planning and Budgeting Parameters

• Understanding Planning and Budgeting Parameters
• Defining History Analysis Base
• Defining Activities and Activity Groups
• Defining Drivers and Method Groups
• Defining Spread Types
• Defining Rate Combinations
• Defining Scenarios and Scenario Groups
• Defining Account Type Options and Account Categories

Setting Up Security and Roles

• Understanding Planning and Budgeting Security Setup
• Defining Planning and Budgeting Users
• Setting Up Planning and Budgeting Security Groups

Setting Up Position Budgeting Defaults

• Describing Position Budgeting
• Defining Position Budgeting Defaults
• Setting Up Job Code Defaults
• Setting Up Position Data Defaults
• Reviewing Defaults from Human Resources
• Setting Up Position Integration Defaults
• Updating Position Activity Data

Setting Up Asset Budgeting

• Specifying Asset Budgeting Defaults
• Defining Asset Catalogs
• Defining a Capital Acquisition Plan

Designing the Planning Model

• Understanding the Planning Model
• Validating the Planning Model
• Staging Scenarios and Activities
• Using the Model and Scenario Manager
• Releasing the Planning Model

Using Flexible Formulas

• Defining Flexible Formula Sources
• Defining Flexible Formulas
• Assigning Flexible Formulas
• Updating and Staging Flexible Formulas

Using the Planning Workspace

• Describing the Planning Workspace
• Managing Planning Workspaces
• Creating Working Versions
• Accessing Planning and Budgeting Activities
• Submitting Plans and Budgets
• Rejecting Plans and Budgets
• Setting User Preferences

Working with Line Item Activities

• Describing Line-Item Activities
• Working with Line-Item Activities
• Working with Methods
• Making Adjustments
• Reviewing Line-Item Data
• Submitting Line-Item Activities
• Using the Spreadsheet Add-In
• Importing Line Items

Using Mass Adjustments and Allocations in Line-Item Activities

• Working with Mass Adjustments
• Working with Allocations
• Maintaining Allocations

Working with Position Budgeting Activities

• Using the Position Overview Page
• Adding and Copying Positions
• Modifying and Distributing Position Costs
• Filling, Terminating, Deleting, and Transferring Positions
• Applying Compensation Adjustments
• Reviewing Position Budgeting Data

Working with Asset Budgeting Activities

• Using the Asset Overview Page
• Working With In-Service Assets
• Adding New Assets
• Reviewing Asset Budget Data

Updating the Planning Model

• Understanding the Planning Model Update Feature
• Copying the ACE Model
• Recalculating Scenarios and Activities
• Running Combination Data Validation
• Updating Driver Parameters
• Updating Budget Amounts from the Source System

Running Analysis Reports

• Using the Analysis Pages
• Using the Report Pages
• Using PS/nVision
• Exporting Planning and Budgeting Data

Setting Up Planning Targets

• Describing Planning Targets
• Defining Planning Target Defaults

Course Objectives

• Define Planning and Budgeting parameters
• Set up Planning and Budgeting security
• Set up Position Budgeting Defaults
• Set up Asset Budgeting Defaults
• Set up Planning Targets
• Design a Planning Model
• Use Flexible Formulas
• Use the Planning Workspace
• Work with Line-Item Activities
• Use Mass Adjustments and Allocations in Line-Item Activities
• Work with Position Budgeting Activities
• Work with Asset Budgeting Activities
• Update the Planning Model
• Run analysis reports
• Understand the Planning and Budgeting process
• Set up the Planning and Budgeting system