Creating and Initializing a Workforce Planning Application

This section describes how to create and initialize a new Workforce Planning application, using either Performance Management Architect application administration (see Using Performance Management Architect Application Administration) or Classic application administration (see Using Classic Application Administration).

Note:

Oracle Hyperion Public Sector Planning and Budgeting, Fusion Edition does not support Workforce Planning, so if you use both modules, set them up as separate applications.

Initializing Workforce Planning loads predefined:

Workforce Planning Account, Entity, Employee, Scenario, and Version members
Data forms
Smart Lists
Member formulas
Business rules
Menus
UDAs

Before you initialize Workforce Planning:

Study Workforce Planning Structure. Review the predefined elements, identifying which elements you can use and which elements you need to customize. The better you understand the model and plan your application, the easier it is for planners to use Workforce Planning.
Update your dimension outlines to resolve differences between Workforce Planning member names and names in other applications.
Plan the Entity dimension structure if you will use both Workforce Planning and Oracle Hyperion Capital Asset Planning, Fusion Edition.
Initializing Workforce Planning produces one No Entity member; initializing Oracle Hyperion Capital Asset Planning, Fusion Edition produces a few Entity members. You can change the Entity members after you initialize the applications.

Note:

The Workforce Planning model is based on a 12-month calendar, and the default calculations in Workforce Planning support a single year. However, you can modify the calculations to support multiple years. Also, some member formulas, such as spreading, rely on a monthly calendar. If your application uses custom time periods, you must modify these formulas to support those time periods.