This section describes how to create and initialize a new Capital Asset Planning application, using either Performance Management Architect application administration or Classic application administration.
Note: | Oracle Hyperion Public Sector Planning and Budgeting, Fusion Edition does not support Capital Asset Planning, so if you use both modules, set them up as separate applications. |
Initializing Capital Asset Planning loads predefined:
Dimensions and members
Data forms
Smart Lists
Member formulas
Business rules
Menus
Before you initialize Capital Asset Planning:
Study Capital Asset Planning Structure. Review the predefined elements, identifying which elements you can use and which elements you need to customize. The better you understand the model and plan your application, the easier it will be for planners to use Capital Asset Planning.
Update dimension outlines to resolve differences between Capital Asset Planning member names and member names of other applications.
Plan the structure of the Entity dimension if you intend to use both Capital Asset Planning and Oracle Hyperion Workforce Planning, Fusion Edition. Initializing Workforce Planning produces one No Entity member, whereas initializing Capital Asset Planning produces a few Entity members. You can change the Entity members after you initialize the applications.