Creating a New Application

To create a new application, you must have the Application Administrator security role.

To create an application:

1. Select Navigate, then Administer, and then Consolidation Administration.
2. From the Applications tab, select Actions, and then New.

   The system launches the Application Creation wizard.

3. From Application options, select New application, and then click Next.
4. In the Application Properties section, for Name, enter a name for the new application.

   The application label can have a maximum of either 10 alphanumeric characters or 12 bytes. It cannot start with a number or contain spaces, an ampersand (&) symbol, special characters, or more than five international characters. It also cannot contain these characters: German capital ẞ (Unicode U+1E9E) and lowercase ß (Unicode U+00DF), or Turkish dotless lower case: ı (Unicode U+0131).

   Application labels are not case-sensitive. For example, App1 and APP1 are considered the same application. HFM, HSV, and HSX are reserved names and cannot be used for application labels or descriptions.

   Caution:

   Do not create applications with the same name even if they are on different Oracle Hyperion Financial Management application servers. Applications of the same name but from different Financial Management application servers cannot coexist on one Oracle Hyperion Shared Services server.

5. For Description, enter a description for the application.

   The application description can have a maximum of 255 characters, and can include spaces. It cannot contain an ampersand (&). HFM, HSV, and HSX are reserved names and cannot be used for application descriptions.

6. From the Application Type list, select a type:

   • Consolidation

   • Tax Provisioning

7. From the Cluster list, select the application server cluster on which to run the new application.

   If the server cluster is not listed, you may need to register it. See the Oracle Enterprise Performance Management System Installation and Configuration Guide .

8. From the User Management Project list, select the Shared Services project to which to add the application.

   Note:

   Each application must belong to a project. See the Oracle Enterprise Performance Management System User Security Administration Guide .

9. For Languages, you can specify up to 10 languages for descriptions that are used throughout an application. Use a comma to separate the language names. Each language name can contain a maximum of 20 characters. Note that a space is counted as a character.

   Caution:

   After you create an application, you cannot change the languages in the application.

10. Define a calendar using the Year, Period, and View dimensions. The members in the Year dimension define the start year and the total number of years in the application. The member hierarchy in the Period dimension defines the base-level and summary-level time periods. The View dimension defines the period-to-date views, such as year (YTD), half-year (HYTD), quarter (QTD), and month (MTD).

    Caution:

    After you create an application, you cannot change the start year, period descriptions or labels in the application.

    • In the Years section, for Start Year, enter the start year for the calendar.

    • For Number of Years, enter the total number of years to include in the application.

      Note:

      The number of years in an application is the only profile definition that can be modified for existing applications. See Modifying Applications.

11. In the Time Periods section, select the time periods to include:

    • Months

      Select the time periods to include (Half-Years, Quarters, or Trimesters)

      From the Start Month drop-down list, select the first month in the calendar.

    • Quarters

      Optional: Select to include Half-Years.

    • Custom. If you choose to define a Custom calendar, you must define the period label prefix and number of base periods. A flat list is created and you can modify the hierarchy later.

      • For Period Label Prefix, enter a prefix for the periods to include.

        The label can contain a maximum of 10 characters and can include spaces.

      • For Number of Base Periods, enter the number of periods in the year.

        If you enter any number less than 10 for the number of periods and NewPeriod as the label prefix, these periods are added to the hierarchy: NewPeriod1, and so on. If the number of periods is more than 10 but less than 100, the periods start with NewPeriod01. If the number of periods is more than 100 but less than 1000, the periods start with 001, and so on.

      Note:

      If you choose to define a Manual calendar, leave the period label prefix and number of base periods blank. You can then enter the frequencies and periods that you need.

12. Click Next.