Planning applications are a related set of dimensions and dimension members used to meet a set of planning needs. Each application has its own accounts, entities, scenarios, and other data elements.
You can work with applications using Performance Management Architect and Classic application administration. See the Oracle Hyperion Enterprise Performance Management Architect Administrator’s Guide for these Performance Management Architect application administration tasks:
Create an application in Performance Management Architect and deploy it to create a Planning application.
Create entities to reflect your organization’s budget structure.
Create accounts and dimensions for gathering planning data.
Create scenarios and versions.
Modify the calendar with any custom summary time periods needed by your organization.
For multicurrency applications, specify the base currency, currency code and symbol, triangulation currency, reporting currency, and exchange rate type.
Create business rules in Calculation Manager.
See this guide for Classic application administration tasks, including:
Create, delete, and register Classic applications.
Create data forms, task lists, and menus.
Assign access permissions for dimension members, task lists, data forms, and data form folders. See Setting Up Access Permissions and the Oracle Hyperion Enterprise Performance Management System User and Role Security Guide and its information on Planning.
Manage currency conversion and exchange rate tables.
Identify the review and approval process, requirements, and participants, and manage the budgeting process.
For information on installing and configuring Planning and Performance Management Architect, see the Oracle Hyperion Enterprise Performance Management Architect System Installation and Configuration Guide.