Integration Workflow

The integration between EPM Planning Financials and Budgetary Control uses the following workflow:

1. Set up the integration (one-time administrator task). See Setting Up Integration Between EPM Planning Financials and Budgetary Control.

2. Planners start the planning and forecasting cycle. After planning and forecasting is complete, push the budget data to Budgetary Control using Data Management. See Writing Back EPM Cloud Budget Balances to the Budgetary Control Process Description.

   This becomes your original budget.

3. When you're ready to start the budget revision process, run the Prepare for Revisions rule. Running this rules copies data from an original budget to an adopted budget in EPM Planning Financials.

   You would typically run this rule every year of the budget process.

   The adopted budget is the starting point for the revision process.

4. Create and populate a budget revision. Revisions are stored in Revision N in the Version scenario, under OEP_Net Current Budget.

5. Enter budget revisions using direct entry or trend-based revisions.

6. Analyze budget revisions.

7. Check funds. This action makes a call to Budgetary Control to check funds and validate that the budget revision changes you are proposing meet the controls set in Budgetary Control.

8. Share the revision if another planner needs to contribute to the budget revision process.

9. Optionally, go through the Planning approval process.

10. Reserve funds. This reserves funds in the control budget in Budgetary Control. This action also approves and then clears the revision.

    In EPM Planning Financials, the delta of the data from the revision is pushed to the Working version in the Adopted Budget scenario and is reflected in the Net Current Budget.

    Data is sent to Budgetary Control from the level zero members of parent members OFS_Total Expenses, OFS_Total Revenue, and OFS_Balance Sheet.