Navigating in Activity Based Management

Activity Based Management provides custom navigation pages that contain groupings of folders that support a specific business process, task, or user role.

This section discusses how to navigate in:

ABM center.
Planning and simulation center.
Real time processing center.

With powerful features that align advanced cost management techniques with multidimensional profitability analysis and reporting, Activity-Based Management is an analytic application providing the control and flexibility needed to identify and manage direct and indirect costs and profitability within your organization.

Pages Used to Navigate in Activity Based Management

This table lists the Custom Navigation pages that are used to navigate in Activity Based Management

Page Name	Navigation	Usage
ABM Center	Activity Based Management, ABM Center	Access Activity Based Management Center.
Preferences	Click the Preferences link on the ABM Center page.	Define preferences for variance analysis and the ABM page and pagelets.
Define Model	Click the Define Resources link on the ABM Center page.	Set up performance business unit, general ledger business unit, models and scenarios.
Define Resources	Click the Preferences link on the ABM Center page.	Set up resources, trees, and employee profiles.
Assign Costs	Click the Assign Costs link on the ABM Center page.	Set up ledger mapping and assign costs to resources.
Define Activities	Click the Define Model Activities link on the ABM Center page.	Set up activities, trees, activity volumes, and pointers for volumes.
Define Drivers	Click the Define Drivers link on the ABM Center page.	Define drivers and pointers to link objects.
Define Cost Objects	Click the Define Cost Objects link on the ABM Center page.	Set up cost objects, trees, cost object volumes, pointers, and bill of service.
Use Model Generator	Click the Use Model Generator link on the ABM Center page.	Automate model creation.
Process ABM	Click the Process ABM link on the ABM Center page.	View ABM model and request real time or batch process.
Analyze Results	Click the Analyze Results link on the ABM Center page.	Get charts and inquiries, and analyze ABM results.

Pages Used to Navigate in Planning and Simulation Center

This table lists the Custom Navigation pages that are used to navigate in Planning and Simulation Center.

Page Name	Navigation	Usage
Planning and Simulation Center	Activity Based Management, Planning and Simulation Center.	Access Planning and Simulation Center.
Planning and Simulation Model	Click the Planning and Simulation Model link on the Planning and Simulation Center page.	Setup activity-based budgeting planning and simulation model.
ABPS Inquiries	Click the ABPS Inquiries link on the Planning and Simulation Center page.	Inquire on the results of the activity-based budgeting planning and simulation model.
ABPS Processing	Click the ABPS Processing link on the Planning and Simulation Center page.	Set up resources, trees, and employee profiles.

Pages Used to Navigate in Real Time Processing Center

This table lists the Custom Navigation pages that are used to navigate in Real Time Processing Center.

Page Name	Navigation	Usage
Real Time Processing Center	Activity Based Management, Real Time Processing Center.	Access Real Time Processing Center to create and run ABM models in real time. You can post data to batch ABM or retrieve data.
Real Time ABM	Click the Real Time ABM link on the Real Time Processing Center page.	Perform real-time activity-based management.
Ledger Sources and Mappings	Click the Ledger Sources and Mappings link on the Real Time Processing Center page.	Define sources and ledger mappings, and assign costs to resources.
Post to Batch	Click the Post to Batch link on the Real Time Processing Center page.	View and edit interface table and run model generation.

Common Elements Used in Activity-Based Management

This section lists common elements used in Activity-Based Management.

SetID

Provides the ID code for a TableSet, which is a group of tables (records) necessary to define your company's structure and processing options.

Effective Date

Establishes the date that the row in the table becomes effective.

The effective date determines when you can view and change the information. Pages and batch processes that use the information use the current row.

Status

Indicates whether a row in a table is active or inactive.

You cannot select inactive rows on pages or use them for running batch processes.

Description

Enter up to 30 characters of text describing what you are defining.

Run Control ID

Identifies specific run control settings for a process or report.

Program Name

Provides the Enterprise Performance Management program name for which you are running the report or process.

When

Specifies the frequency with which you want to run a process. Values are: Once, Always, or Don't.

Last Run On

Indicates the date that you last ran the report or process.

As Of Date

Indicates the last date for which the report or process includes data.

Model ID

Identifies a model.

A model uniquely identifies the type of data that you want to include in a scenario. For example, you might want to review revenue by region—a high-level scope. Or, if you use Activity-Based Management, you might want to review only the activities that relate to a certain product line for certain types of resources—a narrow scope.

Fiscal Year

Specifies the fiscal year for your scenario or process run.

Period

Specifies the accounting period for the object being defined or the process being run.

Job ID

Specifies an instance of an engine.

Deferred Processing

Several Activity-Based Management pages operate in deferred processing mode. Most fields on these pages are not updated or validated until you save the page or refresh it by clicking a button, link, or tab. This delayed processing has various implications for the field values on the page. For example, if a field contains a default value, any value that you enter before the system updates the page overrides the default. Another implication is that the system updates quantity balances or totals only when you save or otherwise refresh the page. See the guidelines for designing pages in the PeopleTools: PeopleSoft Application Designer Developer's Guide.