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EncartaLabs

Oracle Hyperion PSPB - Create & Manage Applications

( Duration: 4 Days )

This Oracle Hyperion PSPB - Create & Manage Applications training course provides skills to create and administer Public Sector Planning and Budgeting applications within Planning. You will learn to design and manage the budgeting process, which includes building planning unit hierarchies and assigning responsibilities and promotional paths for planning units. By the end of this course, you will develop the knowledge and skills to create applications, add dimensions and members, import members and set up security.

By attending Oracle Hyperion PSPB - Create & Manage Applications workshop, delegates will learn to:

  • 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

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

The Oracle Hyperion PSPB - Create & Manage Applications class is ideal for:

  • Administrators

COURSE AGENDA

1

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
2

Navigating EPM Workspace

  • Launching EPM Workspace
  • Opening Applications
  • Navigating Planning
3

Dimensions: Overview

  • Methods for Creating Applications
  • Plan Types
  • HCP Configuration Options
  • Dimensions
4

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
5

Managing Dimensions

  • Building Dimension Hierarchies
  • Managing Alias Tables
  • Adding Member Formulas
6

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
7

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
8

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
9

Setting Up Security

  • Planning Security Overview
  • Provisioning Users and Groups
  • Assigning Access Permissions
  • Importing Acess Permissions
  • Reporting and Access Permissions
10

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
11

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
12

Maintaining Positions

  • Managing Positions
  • Assigning Employees to Positions
  • Reviewing and Approving Positions
  • Approving Period-Level FTEs
13

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
14

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
15

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
16

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
17

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
18

Managing the Approval Process

  • Approvals Considerations
  • Approving and Rejecting Decision Packages
  • Planning Unit Process States
  • Managing the Review Cycle
  • Viewing and Resolving Validation Errors
19

Reviewing Budget Books

  • Financial Reporting Overview
  • Setting Financial Reporting General Preferences
  • Previewing Reports
  • Budget Books Process Flow and Book Editor
  • Previewing Budget Books
20

Managing Revision Requests

  • Revision Request Overview
  • Copying Data for the Baseline Budget
  • Creating and Populating Revisions
  • Editing Compensation Budget Revisions
  • Calculating Revisions
  • Revision Approvals
21

Managing Revision Requests

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

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 6,000 various courses on a variety of subjects
  • All courses are delivered by Industry Veterans
  • Get jumpstarted from newbie to production ready in a matter of few days
  • Trained more than 50,000 Corporate executives across the Globe
  • All our trainings are conducted in workshop mode with more focus on hands-on sessions

View our other course offerings by visiting https://www.encartalabs.com/course-catalogue-all.php

Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.

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