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Oracle Hyperion PSPB 11.1.2: Create Manage Applications (11.1.2.2)

  • Tuition USD $3,908 GSA  $3,083.12
  • Reviews star_rate star_rate star_rate star_rate star_half 486 Ratings
  • Course Code HY-PUB-SEC-APP
  • Duration 4 days
  • Available Formats Classroom

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.

Course Details

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

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When does class start/end?

Classes begin promptly at 9:00 am, and typically end at 5:00 pm.

Lunchtime?

Lunch is normally an hour long and begins at noon. Coffee, tea, hot chocolate and juice are available all day in the kitchen. Fruit, muffins and bagels are served each morning. There are numerous restaurants near each of our centers, and some popular ones are indicated on the Area Map in the Student Welcome Handbooks - these can be picked up in the lobby or requested from one of our ExitCertified staff.

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Should allow student to download the software of the e-Textbook though out agency can't give the permition to download file out of the firewall.

Joel Rosenblum is an excellent instructor. Would gladly take more courses he taught. Extremely knowledgeable with the content and real world experience with the tech. Gotcha issues provided by him to look for in tech were very useful. Very friendly and available during and after class time.

Tom Peters was very helpful initially and once voucher was confirmed valid. Tom P required Kyle Banas to approve my voucher that was earned for selling certain quantity of M365 licenses. Request confirmation voucher was valid less than 3 months from notification. Tom P CC'd Kyle B on email to confirm. Kyle to several weeks and MANY email requests without ever responding to request. Tom P eventually approved the voucher.

Content was excellent. Labs and lab environment was excellent.

Very thorough and well-presented class. Pace of the class was perfect and labs offered great opportunity to practice material.

Fantastic and great platform for training! Would definitely take another course with them!

I am very satisfied with the course and teacher(Bill), and with the given option I will play with labs more after the class is over. Thank you

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