Creating Planning Applications

You can create Planning applications manually or using the application wizard. Planning applications must meet these requirements:

  • The application must have a name, and it must be assigned to at least one plan type.

  • The Default Currency property must be defined.

  • The Fiscal Year Start Date property must be defined. The year must be four digits long, such as 2010.

  • The first year member in the Year dimension and the Fiscal Year Start Date property must describe the same year. For example, if the Fiscal Start Year is 2010, the first year in the Year dimension must be FY10.

  • Year members must start with FY, followed by a two-digit year, such as FY10.

  • The Fiscal Year First Month property must be defined.

  • The Default Alias Table property must be defined. For information, see Alias Dimensions.

  • The application must include the Planning required dimensions. Single-currency applications require Scenario, Version, Entity, Account, Period, and Year. Multiple-currency applications require Scenario, Version, Entity, Account, Period, Year, and Currency.

  • The application must meet the qualifications specified in Working with Planning Dimensions.

For information on requirements specific to Planning modules, see the appropriate guide. For Oracle Hyperion Public Sector Planning and Budgeting, see the Oracle Hyperion Public Sector Planning and Budgeting User’s Guide. For Oracle Hyperion Workforce Planning and Oracle Hyperion Capital Asset Planning, see the Oracle Hyperion Workforce Planning Administrator's Guide and Oracle Hyperion Capital Asset Planning Administrator's Guide.