Using Classic Application Administration

To create a new Capital Asset Planning application and use Classic application administration, see the Oracle Hyperion Planning Administrator's Guide. When using the Classic Application Wizard to create a Classic application, select the Capital Asset Planning plan type.

After creating a Capital Asset Planning Classic application or adding Capex as a plan type to an existing Planning application, you must initialize it.

Note:

When you create a Classic Planning application for either the Capex or Wrkforce plan type, if you select Hyperion Calculation Manager (instead of Oracle's Hyperion® Business Rules) as the calculation module, you must manually load the predefined business rules. To load the predefined business rules into your application, use the instructions in “Loading Predefined Business Rules for Workforce Planning and Capital Asset Planning” in the Hyperion Calculation Manager Designer’s Guide.

Note:

If you upgrade a Classic Planning application to Performance Management Architect, and then add either the Capex or Wrkforce plan type to the application, the predefined business rules are automatically loaded.

Note:

After you select Calculation Manager as the calculation module for a Classic Planning application, or migrate the application business rules to Hyperion Calculation Manager, you cannot use Oracle's Hyperion® Business Rules with that application.

  To initialize Capital Asset Planning for Classic Planning:

  1. Start and log on to Planning.

  2. In Planning, select Administration, then Initialization, and then Capital Asset Planning.

    A message confirms when initialization is successful; Initialize Capital Asset Planning no longer displays on the Initialization menu.

  3. Optional: If the application also uses the Workforce plan type, select Administration, then Initialization, and then Workforce.

  4. Ensure that the Capital Asset Planning model suits your company’s needs.

    See Working with Capital Asset Planning and Capital Asset Planning Structure.

  5. Validate the model if you change your Capital Asset Planning application.

  6. Refresh the application.