Creating and Deploying Profitability and Cost Management Applications

Profitability and Cost Management applications are created using the Application Library, accessed from EPM Workspace.

You must be a Shared Services Administrator (admin) or a user with Profitability Application Creator role to create Profitability and Cost Management applications.

Profitability and Cost Management must abide by these conditions:

  To create Profitability and Cost Management applications:

  1. Access EPM Workspace. See Accessing EPM Workspace.

  2. Select Navigate, then Administer, and then Application Library.

  3. In the Application Library, select File, then New, and then Application.

  4. In Name, enter an application name (maximum seven characters). Application names should not contain special characters (for example, a space or an asterisk).

  5. In Type, select Profitability.

    Note:

    You can create an empty application, into which you can drag dimensions from the Dimension Library. To create an empty application, select Create Blank Application, and then click Finish.

  6. Optional: Select Auto Create Local Dimensions to automatically create dimensions that are required in the application.

    The dimension name for each new dimension is the dimension type with (New) in parentheses. Automatically creating local dimensions save time because it populates the required application dimensions.

  7. Click Next.

    Profitability and Cost Management uses dimensions and members created in Performance Management Architect to represent many structural elements of the business model in the Essbase outline.

  8. In the Dimension Selection window, choose the dimensions for the application. You must select the required default dimensions—Measure, Allocation Type, POV (up to four POVs can be included), Alias (optional), and Business Dimension—as local dimensions.

    1. Click in the Dimension column, and then select Create New Dimension.

    2. Enter a dimension name and an optional description.

    3. Click OK.

  9. Click Next to create the application.

  10. In Application Settings window, do the following tasks. See the Oracle Hyperion Profitability and Cost Management Administrator's Guide.

    1. Ensure that Dimension Sort Order is set correctly for each dimension (Measure 1, Allocation Type 2, POV 3, Business Dimension 4).

    2. Ensure that each Business Dimension in the application has at least two members, including NoMember, and that NoMemer is the last member in the hierarchy.

    3. Select Deploy when finished. This selection launches the Deploy window when you click Finish.

  11. Click Validate and correct reported errors. You can find detailed validation information in the Library Job Console. To open the Library Job Console, select Navigate, then Administer, and then Library Job Console.

  12. Click Finish.

  13. Deploy the application. The deployment process registers the application with Shared Services and deploys it to the application server.

    1. Select Instance Name, Application Server, and Shared Services Project for the Profitability and Cost Management application. Consult online help for assistance.

    2. Select Deploy.

      The deployment process takes awhile to finish. Performance Management Architect displays a deployment job ID that you can use to track deployment progress and errors.