Oracle Hyperion Public Sector Planning and Budgeting Implementation Training

Oracle Hyperion Public Sector Planning and Budgeting Implementation Training 

Omni Academy offer industry best Oracle Hyperion Planning and Budgeting implementation, support and training services, our consultants has extensive implementation, support and training services experience in Pakistan and Globally – making us an ideal partner for Oracle Hyperion training and consulting services for customers in public and private sector !

Complete Planning, Budgeting and Forecasting Solution in the Oracle Hyperion Planning and Budgeting and forecasting solution used by many large, medium and small companies worldwide to solve enterprise-wide business planning use cases. Oracle Planning and Budgeting provides a rich Web and Microsoft Office work environment that has solved a wide variety of financial, sales and operational planning use cases across multiple industries

Course Key Learning:

• Developing application implementation and support skills with Hyperion Public Sector Planning and Budgeting
• Getting advanced level expertise as Financial Planning and Budgeting Analyst for Public Sector
• Configure and Implement 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.

Course Key Benefits

By enrolling in this course, you’ll develop the knowledge and skills to configure and create applications using Oracle Hyperion Public Sector Planning and Budgeting application, 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.

Performing application implementation and day-to-day support activities.

Oracle Hyperion Planning and Budgeting Course Topics 

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 Report Applications
• Posting Data with the PushData Utility

Setting Up the Approval Process

• Creating Planning Unit Hierarchies
• Assigning Scenarios and Versions to Plan 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 Report 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 Preference
• 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 Revision
• Editing Compensation Budget Revisions
• Calculating Revisions
• Revision Approvals

Upgrading EPM System Products

• Identifying Supported Upgrade Paths
• Reviewing the Upgrade Checklist
• Preparing Data for Upgrading
• Uninstalling Earlier Releases
• Installing EPM System Products for an Upgrade
• Configuring EPM System Products in an Upgrade
• Validating the Upgrade Installation
• Upgrading Planning Applications

Performing Migrations with Lifecycle Management

• Lifecycle Management Overview
• About Artifacts
• Viewing and Searching for Artifacts
• Application and Artifact Migration Process
• Migration Scenarios
• Automating Migration Tasks
• Running the Lifecycle Management Utility
• Accessing and Viewing the Migration Status Report

Course Audience

• Financial Planning Managers / Business Analyst
• Implementation and Support Consultants
• Financial Planing and Budgeting – Business Users /End Users

For Oracle Hyperion Implementation or Support SLA  contact us: +92-3498-OMNI(6664), 03122169325, info@omni-academy.com

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