Scenario 1: One-to-One Mapping Between Segments or Chart Fields and Public Sector Planning and Budgeting Dimensions

Subtopics

Perform these steps:

  1. Perform a task based on any distinction between HR entities (departments and business units, for example) and General Ledger entities (cost centers) used in allocations:

    • If you have separate General Ledger and HR entities, ensure that the Entity dimension contains:

      • General Ledgers entities enabled only on Plan 1, 2, 3, or whatever plan type used in the line item budget

      • HR entities enabled only on the HCP plan

    • If the General Ledger and HR entities are the same, enable them and their members on the HCP plan, and on Plan 1, 2, or 3, or whatever plan type is used in the line item budget.

  2. Add corresponding Smart Lists.

  3. Add segment members to the HCP Plan.

  4. If necessary, configure business rules.

    Note:

    Public Sector Planning and Budgeting no longer supports Business Rules. Consequently, modify business rules using Calculation Manager.