Oracle Hyperion PSPB 11.1.2: Create Manage Applications

Course 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 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 applicationsSet up and prepare the budgetMaintain position and employee dataSet up the Planning process andCreate data forms and validation rulesReview budget books

Skills Gained

• Create Public Sector Planning and Budgeting applications
• Load metadata and data into applications
• Set up security for users, groups, and members
• Create data forms and validation rules
• Customize data forms, menus, and task lists
• Set up and prepare the budget
• Maintain position and employee data
• Set up the Planning process
• Review budget data with Process Management
• Manage revision requests
• Review budget books

Who Can Benefit

• Administrator

Prerequisites

• Oracle Hyperion Planning 11.1.1: Create Manage Applications

Syllabus

Public Sector Planning and Budgeting Overview

• Oracle's Enterprise Performance Management System
• Planning Features
• Planning and Essbase
• Budgets for the Public Sector
• Public Sector Planning and Budgeting Features

Navigating Workspace

• Launching Workspace
• Opening Applications
• Navigating in Planning

Dimensions Overview

• Methods for Creating Applications
• Plan Types
• Budget Details
• Dimensions

Creating Classic Applications

• 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

Managing Dimensions

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

Setting Up HCP Dimensions

• About Time Periods
• Setting Up Scenarios and Versions
• About HCP Dimensions

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
• Loading Metadata into Classic Applications
• Lifecycle Management
• Migrating Applications and Artifacts
• Displaying Migration Status Reports
• About Loading Data
• Loading Data Values
• ERP Integrator Load Process

Setting Up Security

• Provisioning Users and Groups
• Assigning Access Permissions
• Importing Access Permissions
• Reporting on Access Assignments

Creating Data Forms and Customizing Data Forms, Menus, and Task Lists

• 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

Setting Up Compensation Budgets

• Verifying Planning Artifacts
• Data Load Verification
• Setting Up Compensation Budget Defaults
• Calculating Compensation Budgets

Maintaining Compensation Defaults

• Maintaining Position Defaults
• Maintaining Default Salary Grades
• Maintaining Other Compensation Defaults
• Maintaining Default Natural Accounts
• Maintaining Allocation Defaults
• Setting Up Work Days and Pay Days
• Performing Mass Adjustments on Compensation and Benefits

Maintaining Positions

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

Maintaining Employees

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

Integrating Line-Item Budget Data

• Budget Integration Process
• Allocating Budget Data
• Mapping Applications for Reporting
• Pushing Data to Reporting Applications
• Adding Annotations to Line-Item Budgets

Setting Up the Planning Process

• Creating Planning Unit Hierarchies
• Assigning Scenario and Version Combinations
• Reviewing the Promotional Path
• Synchronizing Planning Unit Hierarchies
• Exporting and Importing Planning Unit Hierarchies
• Starting the Review Cycle
• Viewing and Resolving Validation Errors

Creating Process Management Validation Rules and Managing the Approval Process

• Building Process Management Validation Rules
• Adding Process Management Validation Messages and Color Cues
• Updating the Promotional Path with Process Management Validation Rules
• Verifying and Enabling Process Management Validation Rules
• Planning Unit Process States
• Managing the Review Cycle
• Copying Data
• Clearing Cell Details

Reviewing Budget Books

• Financial Reporting Overview
• Setting Financial Reporting General Preferences
• Previewing Reports
• 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

Managing Dimensions with Performance Management Architect

• Working with Performance Management Architect
• Application Creation Process
• Managing Dimensions
• Creating Members
• Creating Associations Between Dimensions
• Creating Aliases

Loading Metadata for Performance Management Architect Applications

• Loading Metadata Overview
• Loading Metadata from Flat Files

Creating Applications with Performance Management Architect

• Application Creation Process
• Application Criteria
• Creating Applications with Application Creation Wizard
• Deploying Public Sector Planning and Budgeting Applications
• Verifying Application Setup