Management Ledger Workspace

Accessed from Oracle Hyperion Enterprise Performance Management Workspace, the Management Ledger workspace contains two main areas.

  • Use the Task Area pane to navigate among the processes required to build, validate, and calculate the model, and to report results,

  • Use the Contents pane to view task information, enter or modify data, and perform tasks associated with the creation and maintenance of a model and its data.

Figure 7-1 Main Workspace for Management Ledger Applications


The Management Ledger workspace has the elements described in the following paragraphs.

The Management Ledger workspace includes these items:

  1. The main menu at the top of the window displays the common EPM Workspace menu options (Navigate, File, View, and Tools), and the Oracle Hyperion Profitability and Cost Management main menu options, including Model, Validate, Reporting, Calculate, Program, Job Status and Help.

  2. Application Name tab shows the name of the currently active application.

  3. The Task Area list is used to select the tasks required to build, modify, validate model structure, and calculate models. You can also generate reports, or follow the allocation chain throughout a model.

    Note:

    When you change a Task Area, the Point of View selection that exists in the current task is retained. This feature enables you to move from screen to screen without be required to reselect the POV. The POV selection state remains the same until it is changed by the user and the POV "refresh" icon is clicked.

  4. The contents pane displays the screen for the currently selected task, such as Model Summary.