PeopleSoft Planning and Budgeting

Contents

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PeopleSoft Planning and Budgeting
- Getting Started With Planning and Budgeting
  - Planning and Budgeting Overview
  - Business Processes
  - Integrations
  - Implementation
- Understanding PeopleSoft Planning and Budgeting
  - Planning and Budgeting Process
  - Application Architecture
  - Rule-Based Methodology
  - Activities
  - Role-Based Processing
  - Workflow
  - Memory Limitations and Data Considerations
- Setting Up Security and Roles
  - Understanding Security Setup
  - Understanding Secondary Security Setup
  - Assigning Planning and Budgeting Roles to PeopleTools User Roles
  - Defining Planning and Budgeting Users
  - Integrating with EPM Warehouse Security
  - Setting Up Planning and Budgeting Security Groups and Secondary Security Groups
  - Reviewing Security by User
  - Reviewing Planning and Budgeting Security Reports
  - Reporting Secondary Security by User
- Setting Up the System
  - Understanding PeopleSoft Trees in Planning and Budgeting
  - Understanding the Analytic Calculation Engine Interface
  - Identifying Data Integration Sources
  - Configuring Dimensions for Planning and Budgeting
  - Activating Inactive Dimensions
  - Setting Up File Transfer Protocols
  - Setting Up Single Sign On
- Integrating with Other Applications
  - Understanding Planning and Budgeting Integrations
  - Understanding Data Import Using ETL
  - Prerequisites
  - Integrating with PeopleSoft General Ledger
  - Using Data from PeopleSoft Asset Management
  - Using Data from PeopleSoft Project Costing
  - Using PeopleSoft Commitment Control
  - Integrating with Third-Party Financial Applications
  - Integrating with PeopleSoft HRMS
  - Integrating with PeopleSoft Workforce Rewards
  - Integrating with Third-Party Human Resource Applications
- Understanding Planning and Budgeting Activities
  - Considerations When Creating Activities
  - Properties and Characteristics of Activities
  - Activity Relationships
  - Scenario Relationships and Activities
  - Activity Versions
  - Considerations for Using Balance Sheet Planning
  - Considerations for Using Consolidated Line Item Activities Within Scenarios
  - Prerequisites
- Defining Your Planning and Budgeting Parameters
  - Understanding Planning and Budgeting Parameters
  - Defining the History (Analysis Base)
  - Defining Time Hierarchies
  - Establishing Activities and Activity Groups
  - Setting Up Methods
  - Setting Up Spread Types
  - Specifying Rate Combinations
  - Setting Up Scenarios and Scenario Groups
  - Defining Account Type Options
  - Defining Account Categories
  - Using Planning and Budgeting Email Templates
  - Attaching Documentation and Guidelines
- Setting Up Position Budgeting
  - Understanding Position Budgeting Setup
  - Setting up Earning Codes and General Position Budgeting Defaults
  - Setting Up Job Code Defaults
  - Setting Up Position Data Defaults
  - Reviewing Human Resource Default Data
- Setting Up Asset Budgeting
  - Understanding Asset Budgeting Setup
  - Specifying Asset Budgeting Defaults
- Setting Up Planning Target Rules
  - Understanding Planning Targets for Bottom-Up Scenarios
  - Defining Planning Target Defaults
- Building the Planning Model
  - Understanding the Planning Model
  - Defining the Planning Model
  - Staging Scenarios and Activities in a Planning Model
  - Using Model and Scenario Manager
  - Updating the Scenarios and Activities in a Planning Model
- Building Flexible Formulas for Your Model
  - Understanding Flexible Formulas
  - Defining a Flexible Formula Source
  - Defining Flexible Formulas
  - Assigning the Flexible Formula
  - Updating the Planning Model when You Edit Flexible Formulas
- Using Multiple Currencies
  - Understanding Multiple Currencies
  - Understanding How Multiple Currencies Are Processed
  - Setting Up Multiple Currency Rules
- Working with Planning and Budgeting Activities
  - Understanding Planning and Budgeting Activities
  - Using the Planning Workspaces
  - Creating Working Versions
  - Accessing Planning and Budgeting Activities
  - Sending Planning and Budgeting Users Emails
  - Accessing Planning and Budgeting Documentation
  - Submitting and Rejecting Plans and Budgets
- Preparing Line Item Activities
  - Understanding Line Item Activities
  - Working with Line Item Activities
  - Working with Methods
  - Making Adjustments
  - Using Spreadsheet Add-In Functionality
  - Importing Line Items
  - Submitting a Line Item Activity
- Using Line Item Mass Adjustments
  - Understanding Line Item Mass Adjustments
  - Performing Line Item Mass Adjustments
- Applying Allocations
  - Understanding Line Item Allocations
  - Allocating Line Item Amounts
- Preparing Position Budgets
  - Understanding Position Budgeting
  - Using the Position Overview Page
  - Adding and Copying Positions
  - Modifying and Distributing Position Costs
  - Filling Positions
  - Terminating Employee Jobs and Positions
  - Deleting Employee Positions
  - Transferring Employee Positions
  - Applying Compensation Adjustments and Analyzing Position Costs
  - Viewing Position Budgeting Default Data
- Using Asset Budgeting
  - Understanding Asset Budgeting Activities
  - Understanding the Relationship to Line Item Activities
  - Understanding Depreciation Methods
  - Prerequisites
  - Working with Assets
- Reporting and Analyzing Results
  - Understanding Predefined Reports
  - Understanding Custom Reports
  - Understanding Reporting Tables
  - Using Online Reporting and Analysis
- Source, Staging, and Target Tables for Planning and Budgeting
  - Source, Staging and Target Tables for PeopleSoft Financial Management Data
  - Source, Staging, and Target Tables for Human Resource Data
  - Tables Used to Move Data From Planning and Budgeting Back to Source Systems
  - The EPM Planning and Budgeting ETL Lineage Spreadsheet
- Planning and Budgeting Reports
  - Report Definitions
  - Report Samples