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Oracle Hyperion PSPB 11.1.2: Create Manage Applications (11.1.2.3)

  • Tuition USD $4,000
  • Reviews star_rate star_rate star_rate star_rate star_half 3224 Ratings
  • Course Code D64048GC40
  • Duration 4 days
  • Available Formats Classroom

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.

Oracle Hyperion Planning 11.1.2: Create & Manage Applications is a prerequisite so students begin this course already knowing how to build and modify a form.

Skills Gained

  • Create Public Sector Planning and Budgeting applications
  • Load metadata and data into applications
  • Set up security for users
  • groups
  • and members
  • Set up and maintain compensation budget defaults
  • Maintain position and employee 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

Who Can Benefit

  • Administrator

Prerequisites

  • Working knowledge of Planning administrator functions as well as familiarity with client-server concepts and basic knowledge of planning and budgeting

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
  • 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

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

Managing Revision Requests

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

When does class start/end?

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

Does the course schedule include a Lunchbreak?

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.

How can someone reach me during class?

If someone should need to contact you while you are in class, please have them call the center telephone number and leave a message with the receptionist.

What languages are used to deliver training?

Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.

What does GTR stand for?

GTR stands for Guaranteed to Run; if you see a course with this status, it means this event is confirmed to run. View our GTR page to see our full list of Guaranteed to Run courses.

Does ExitCertified deliver group training?

Yes, we provide training for groups, individuals and private on sites. View our group training page for more information.

Does ExitCertified deliver group training?

Yes, we provide training for groups, individuals, and private on sites. View our group training page for more information.

I learned a lot of directly usable skills from Tech Data. It will make an immediate impact in our work center.

Craig Cory was well versed in the material presented. All classes began on time and the breaks were very timely. A lot of material to cover however sufficient time was given for the hands on labs.

Great class, engaging instructor - helpful materials. A week on Zoom went by in a flash, thank you :)

This is my first class with ExitCertified which was well executed in my opinion.

Concise and good to follow along. Although it is a lot to take in under a short period of time.

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