Oracle Hyperion PSPB 11.1.2 for Interactive Users

Course Description

This course is designed to teach you how to use Public Sector Planning and Budgeting. The course includes an overview of Planning features, capabilities, and its relationship with Essbase. 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 move a plan through the budget review-and-approval process. Exercises provide hands-on practice.Learn to:You learn how to maintain compensation budget defaults. You maintain position and employee dataYou create and customize data forms with formulas and validation rulesYou learn how to link the compensation and line-item budgetsYou create validation rules for approvals, manage the approval process, and manage revision requestsYou review budget books

Skills Gained

• Navigate Workspace to access Planning and Financial Reporting
• Create and customize data forms with formulas and validation rules
• Set up and maintain compensation budget defaults
• Maintain position and employee data
• Link compensation and line item budgets
• Discuss Planning capabilities and its relationship with Essbase, and dimension requirements
• Set up and manage the approval process
• Review budget books
• Manage revision requests

Who Can Benefit

• End Users
• Forms Developer

Prerequisites

• Basic knowledge of Microsoft Windows
• Basic knowledge of Excel
• Basic knowledge of planning and budgeting
• Familiarity with concepts of client-server applications

Syllabus

Public Sector Planning and Budgeting Overview

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

Navigating Workspace

• Launching Workspace
• Opening Applications
• Navigating Planning

Dimensions Overview

• Plan Types
• Budget Details
• Dimensions

Creating and Customizing Data Forms

• Creating Simple and Composite Data Forms
• Assigning Access Permissions
• Creating Formula Rows and Columns
• Setting Up Validation Rules

Setting Up Compensation Budgets

• 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 Compensation Defaults

• Maintaining Position Defaults, Default Salary Grades, and 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 Details and Status
• Viewing Employee Compensation Information
• Terminating Employees
• Replacing To-Be-Hired Employees with Existing Employees
• Transferring Employees
• Maintaining Employee Compensation Details

Linking Compensation and Line Item Budgets

• Allocating Compensation Expenses to GL Accounts
• Adding Annotations to Line Item Budgets
• Reviewing Reporting Application Mappings
• Pushing Data to Reporting Applications
• Managing Line Item budgets with Smart View

Setting Up the Approval Process

• Assigning Planning Unit Owners and Reviewers
• Assigning Scenario and Version Combinations
• Starting the Review Cycle
• Building Validation Rules for Approvals
• Adding Validation Messages and Color Cues for Approvals
• Updating the Promotional Path with Validation Rules
• Verifying and Enabling Validation Rules

Managing the Approval Process

• Planning Unit Process States
• Managing the Review Cycle
• Copying Data Between Versions
• Viewing and Resolving Errors

Reviewing Budget Books

• Setting Financial Reporting General Preferences
• Previewing and Printing Reports and Budget Books

Managing Revision Requests

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