Creating Classic Planning Applications

  To create a Classic Public Sector Planning and Budgeting application, see Chapter 12 of the Oracle Hyperion Planning Administrator's Guide, but make these selections:

1. On the Select tab, select:

   • Shared Services Project—Default Application Group (project for which you defined security and provisioning)

   • Application Type—Public Sector Planning and Budgeting to add the HCP, Human Capital Planning plan.

   • Calculation Module—Select Calculation Manager.

     IMPORTANT: Public Sector Planning and Budgeting no longer supports the use of Business Rules for creating applications. You must use Calculation Manager.

2. On the Calendar tab, select:

   • Base Time Period —12 Months

   • First Fiscal Year—First year for which to use actual data. Oracle recommends that you make actuals from at least one prior budget available.

   • Fiscal Year First Month—Month in the first fiscal year for which to have actuals available.

   • Fiscal Year Start Date:

     • Same Calendar Year—If the fiscal year begins in the same year

     • Previous Calendar Year—If the fiscal year began in the previous year

     For more information about fiscal year settings, see “Setting Up The Calendar” in the Oracle Hyperion Planning Administrator's Guide.

3. On the Plan Type tab, select:

   • Plan Type—Plan Type 1, 2, or 3 to budget for operational expenses such as program equipment or expenditures, to later include in the line item budget.

   • Public Sector Planning and Budgeting Modules—HCP to create a Planning application that includes the human capital expense budgeting features of Public Sector Planning and Budgeting.

   • Budget Detail— SeeBudget Detail Types.

4. Click Finish.

5. If the application does not initialize, select Administration, then Initialization, and then Human Capital Planning.