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
Business Scenario
Navigating EPM Workspace
Launching EPM 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
FDMEE 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
Compensation Analysis Dashboards
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
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
Decision Packages and Budget Requests Overview
Recurring and Nonrecurring 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 FDMEE
Metadata Requirements for Decision Packages
Requirements for Pushing Data to Reporting 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 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
Description:
This Oracle Hyperion PSPB 11.1.2: Create & Manage Applications training teaches you how to create and administer
Public Sector Planning and Budgeting applications within Planning. Expert Oracle University instructors will teach you
how to design and manage the budgeting process, which includes building planning unit hierarchies and assigning
responsibilities and promotional paths for planning units.
Learn To:
Create Public Sector Planning and Budgeting applications.
Maintain Public Sector Planning and Budgeting position and employee data.
Load metadata and data into applications and set up security.
Create and fill positions.
Manage employee assignments to positions.
Set up and maintain compensation budget defaults and maintain compensation data.
Link compensation and line item budgets.
Create and review funding requests.
Set up and manage the approval process.
Review budget books.
Manage revision requests.
Set up funding requests.
Benefits to You
By enrolling in this course, you'll develop the knowledge and skills to create applications, add dimensions and members,
import members and set up security. Through participating in hands-on exercises, you'll reinforce this learning that you
can apply directly to your daily job.
Please note: this course is designed for customers using Oracle Hyperion Public Sector Planning and Budgeting
11.1.2.3. This course is not suitable for customers using Oracle Hyperion Planning Sector Planning and Budgeting
11.1.2.1 or earlier.
