Viewing Planning Unit Totals

With your administrator's support, you can view the total value of a planning unit. For example, you can see your budget's total before you approve it.

To set up a planning unit so you can view its total value:

  • An administrator selects members for all dimensions (see “Assigning Planning Unit Owners and Reviewers” in the Oracle Hyperion Planning Administrator's Guide).

  • An administrator selects the plan type from which the aggregated planning unit values are derived (see “Setting Planning Unit Hierarchy Name, Scope, and Template” in the Oracle Hyperion Planning Administrator's Guide).

  • In a multicurrency application, you can set the reporting currency in which to display total planning unit values (see Setting the Reporting Currency). To ensure that the totals are calculated correctly, launch the Currency Conversion business rule.