1. User's Guide
  2. Working with Standard Profitability and Cost Management Applications
  3. Managing Standard Profitability Models
  4. Setting Standard Profitability Model Stages

Setting Standard Profitability Model Stages

In Oracle Hyperion Profitability and Cost Management, you create model stages to reflect each major process or activity in the business.

You assign dimensions to each stage to define the intersections where data for the stage is stored. Stages exist only in Profitability and Cost Management, and are not recognized in Oracle Essbase.

A stage can be created for almost any type of requirement, such as general ledger accounts, markets, resource groupings, materials, work categories, equipment, processes, products, subassemblies, service offerings, customer categories, and specific customers. You can define up to nine stages per model. The stage name must be unique for each model or application.

You must assign at least one dimension to each stage, and each stage may have up to three dimensions. The same dimension may be assigned to more than one stage; however, a unique stage prefix must be set to distinguish the dimension and stage combination. The number of dimensions within a stage may vary. For example, one stage might have three dimensions, and another may have one or two. If you require more than one dimension per stage, see Setting Model Level Preferences to enable that model level preference.

The stages should be sequenced logically from the first to the final process because that sequence is followed when costs and revenue are calculated. The results that are calculated and stored in one stage become the source values to be allocated in the following stage. You create allocations that require multiple steps by defining a calculation sequence through the stages. Cost decomposition values related to the stages are easily retrieved and evaluated.

Within the model stage, the calculation of cost and revenue is controlled by these conditions:

  • The order of model stages must be set in the calculation order that reflects the general flow of activities, financial costs and revenue for the entire model.

  • Only one dimension within each stage must be designated as a Driver dimension.

From the Stages screen, you order the stages and dimensions order using the Up and Down buttons in the application; however, if any changes are made to the order, name, or prefix for a stage after it has been deployed, the model must be redeployed.

A note, or text record of approximately 1,000 characters, may be entered for each stage record.

For detailed instructions on working with model stages, refer to these sections: