Before releasing the budget to planners:
Familiarize yourself with the provided dimensions and how they are used. See Provided Dimensions.
Use the dimension editor in Planning to create any additional dimensions and members that you need for budgeting. For example:
Create members for business units, departments, and cost centers under the Total Entity member of the Entity dimension.
Create child members for custom dimensions used in the General Ledger (on Plan 1, 2, or 3) in the Segment member of the Account dimension.
Create dimensions and members in the Element dimension for salary, benefit, additional earning, and employer-paid tax details and options.
Select HCP in Valid for Plan Types for all dimensions and members that you use to calculate human capital compensation expenses.
Select a Plan 1, 2, or 3 in Valid for Plan Types for dimensions and members that you use to calculate nonsalary operating expenses such as equipment and training.
Note:
If you maintain separate HR and General Ledger entities, to use Genera Ledger entities in HR entity allocations, enable members representing each entity only the Plan 1, 2, or 3 type, or the plan type used for the line item budget. If your HR and General Ledger entities are the same, enable their members both in the HCP plan, and in Plan 1, 2, or 3, or the plan type for the line item budget.
CAUTION: If you use Performance Management Architect, do not rename Employee, Position, Element, Budget Item, or Job Code. If you do, you cannot validate or deploy the application.
Tip: | To enable planners to find and select data more quickly when prompted, specify descriptive aliases for dimension members. For example, the state of Delaware may have over 50 entities representing departments, bureaus, and offices. In addition to specifying numeric names for the entity members (D100 and D200, for example), enter aliases such as Department of Housing Services and Board of Library Commissioners. Click |
on Member Selection dialogs to display by and search using these aliases.