Understanding the Relationship to Line Item Activities

Dimensions Configured for Planning and Budgeting

Use the Dimension Configuration page in Planning and Budgeting (under Maintain System Options) to select the dimensions that you want to use in the application. You can select dimensions that are independent of the data source with which you are integrating. Because of this, you can select a dimension that is not supported by a selected integration source and use it in the planning model.

See Configuring Dimensions for Planning and Budgeting.

See Activating Inactive Dimensions.

Dimensions Available by Integration Source

You should consider integration sources for financial data when determining the available dimensions that you want to use for asset budgeting. You may only want to use in asset budgeting dimensions that are supported in the financial data integration source. You defined this integration source using the Budgeting Installation Options page under Maintain System Options.

Refer to the table of dimensions by integration point in the Setting up the System Options topic to determine which dimensions you want to use in conjunction with asset budgeting activities based on your integration source. This is a requirement when you use the publish and subscribe feature between Enterprise Performance Management for your capital acquisition plan and your source system.

See Identifying Data Integration Sources.

Dimensions Defined and Included as Dimensions in the Planning Model

Define the dimensions that you want to include in the planning model by activity using the Activity Group page. By activity, select from the dimensions that are available based on the selected active dimensions defined on the Dimension Configuration page. When you define the dimensions used during asset budgeting, it is up to you to synchronize only those dimensions that are supported in the financial source system. You should only use the subset of dimensions that are available in the application with asset budgeting.

Dimension Relationship to Line Item Activity

Before working on your asset budgeting activity, the coordinator defines the activities' relationship to other activities, namely line item types. When a data or workflow relationship exists between an asset and line item activity, the asset is considered the child and the line item is the parent activity. Both of these activities can be defined using the same dimensions, or slightly different combinations of dimensions for each activity.

For data relationships, asset accounts and depreciation expense data in your asset activity are aggregated and inserted into the parent line item based on its dimension and member rules. If you have extra dimensions in your asset activity that are not defined in your parent line item, the data associated with that specific dimension are aggregated away, and asset and expense data are inserted and associated with dimensions and members that do exist in the line item activity. When using the same dimension between activities, member values you use in your asset activity must be the same as the parent line item, or a lower value on the tree when applicable. Your asset activity is required to contain the account dimension, and the dimension that is considered the planning center for the parent line item activity.

The use of the workflow relationship drives which version of the asset activity is inserted into the line item activity when a data relationship exists. (This relationship is set by the 'Approval Includes' option on the Relationships page.) These rules apply:

• Workflow not enabled.

  All the data inserted into the parent line item activity are sourced from the master version. You must either submit or copy your data into the master version before the current asset and depreciation expenses can be brought into the line item activity.

• Workflow enabled.

  All the data inserted into the parent line item activity are sourced across each corresponding version. For example, all data located in version 1 of the asset activity are inserted into the version 1 of the parent activity. You cannot submit an asset activity by itself when workflow is enabled. The submit action occurs at the parent line item activity level when workflow is enabled between the activities. Therefore, submitting the version 1 for line item activity also submits version 1 of the asset activity.