Building Plans

Administrators define task lists to guide users through the planning process. Planning users start the planning cycle by logging into an application and opening data forms. Users read data form instructions and review historical or target data for guidance when preparing plans. For additional user tasks, see the Oracle Hyperion Planning User’s Online Help.

Users can save data in data forms, and can refresh currently stored data values in data forms before saving. Users can restore data to the last saved version, and save a personal version using Copy Version. When users save:

Data is saved to the Essbase database.
Subtotals on data forms are calculated and stored if the Calculate Data Form business rule is selected to run on save when data forms are created. (By default, this business rule is not selected to run on save.)
Business rules are launched to calculate data.