Users who are responsible for setting up and initializing Public Sector Planning and Budgeting in your organization, define and prepare applications by performing these tasks:
Install and configure Public Sector Planning and Budgeting. See the Oracle Hyperion Enterprise Performance Management Installation and Configuration Guide.
If upgrading from release 11.1.2, update existing data and artifacts. See Updating Public Sector Planning and Budgeting Applications From a Previous Release.
Create Public Sector Planning and Budgeting applications using Calculation Manager as the calculation engine. See Creating Applications.
If organization units in HRMS differ from those in the General Ledger, define two separate sets of members in the Entity dimension:
Create one set of members to represent HR organizations (departments, for example) under Total Entity. Enable these members only on the HCP plan type.
Create another set to represent General Ledger organizations (funding sources and cost centers) used in allocations to fund HR organizations. Enable these members on Plan 1. 2, 3, or where they apply.
Define additional dimensions and members required for budgeting. For example, to budget by project, create a project dimension hierarchy for individual project data and expenses. See Defining Dimensions and Members.
Define Smart Lists for the General Ledger segments or chart fields that you use in allocations to fund positions and employees. For example, ensure that General Ledger organizations used as funding sources are in Entity_List. See Setting Up Smart Lists.
Note: | Ensure that Smart Lists for allocation segments or chart fields contain entries for all leaf level members. Also ensure that Smart List labels are the same as the name of the corresponding dimension member name or alias. |
Ensure that all dimensions, Smart Lists, task lists, business rules, and validation rules required for your business logic and budgeting needs are created. Note: Business Rules is no longer supported. UseCalculation Manager to manage business rules.
Specify application and system preferences. See Chapter 1 in the Oracle Hyperion Planning Administrator's Guide.
Determine how to load General Ledger and HRMS source data (using the ERP Integrator or the Outline Load Utility, for example). See Loading General Ledger and HRMS Metadata and Data or Loading Metadata and Data Using the Outline Load Utility.
Define Budget Item as a data load dimension when verifying the data load settings. See Data Load Settings.
If using ERP Integrator, define and run integrations to load actual and budget metadata and data from the HRMS and General Ledger. Load General Ledger data to Plan 1, 2, or 3. Load HRMS data to the HCP plan type. See Oracle Hyperion Financial Data Quality Management ERP Integration Adapter for Oracle Applications Administrator's Guide.
Review the loaded data. See Processing Loaded HRMS Data and Reviewing Loaded Position, Job, and Employee Data.
Configure the line item budget to link compensation data and expenses on the HCP plan type to operation expenses on Plan 1, 2, or 3. See Configuring the Line Item Budget.
Configure predefined artifacts, such as task lists, business rules, and validation rules to suit your business logic and budgeting needs. See Customizing Provided Components, and the Oracle Hyperion Planning Administrator's Guide.
Note: | Public Sector Planning and Budgeting no longer supports Business Rules. Consequently, modify business rules using Calculation Manager. |
In Essbase, set the current values for substitution variables to represent the current year, forecast year, and previous year. These are used in reporting. See Substitution Variables.
Define other compensation elements, such as benefit schedules and additional earnings. See Managing Other Compensation Elements.
Specify salary, compensation, and allocation defaults. See Defining Salary, Compensation, and Allocation Defaults.
Perform mass updates to apply updated compensation elements globally or to specific positions and employees. See Performing Mass Updates.
Restrict access to sensitive financial and personnel data by applying access permissions to dimensions, members, data forms, task lists, and business rules. See Securing Data Forms, Securing Task Lists, and Securing Business Rules.
Calculate and review the initial budget to ensure aggregations and calculations are correct. See Calculating Budgets and Reviewing Expenses.
Allocate the initial budget to General Ledger accounts. See About Allocating Compensation Expenses to General Ledger Accounts.