Workforce Planning and Forecast Preparation

You can configure the time frame and granularity for plans for the Workforce module. You can configure different time frames and granularity for the Plan and Forecast scenarios.

To configure the time frame and granularity for plans:

  1. In Current Fiscal Year, select the current fiscal year.
  2. From Period, select the current actual month. For 13-period applications, select the current period. You need to update this value on a monthly basis.
  3. From Plan Start Year, indicate if planners will plan in the current or next fiscal year.
  4. Click Plan, and then the Years column to select the number of years to configure. For example, to configure the first five years of a ten year application, select 5 Years.
  5. Select the planning basis for each year that you are configuring. If plans will be prepared at the same frequency each year, click All, and then select the frequency (for example, Monthly). If plans will be prepared at different frequencies in certain years, select the frequency in each year’s row. For example, to plan monthly in FY20 but quarterly in FY21, select Monthly in the row for FY20 and Quarterly in the row for FY21. For 13-period applications, you select 13 Periods instead of Monthly.

  6. Click Forecast and repeat these steps to specify the forecasting basis.

    When you select Quarterly as the planning basis for Forecast for the first year, the provided valid intersections are set up so that forecast data entry is allowed only in the appropriate periods; quarterly forecast periods prior to the current month can't be updated. The substitution variable OEP_CurQtr is provided whenever you enable Quarterly planning.

This configuration task sets all required substitution variables.

In Workforce , rules, templates, and forms allow different planning years for the Plan and Forecast scenarios.

Workforce business rules and templates use methods that read the start year and end year from the Planning and Forecast Preparation configuration task separately for the Plan and Forecast scenarios for each module.

To create custom rules or templates for Workforce, use these functions rather than the &OEP_YearRange substitution variable:

  • [[PlanningFunctions.getModuleStartYear("Workforce","ScenarioName")]]
  • [[PlanningFunctions.getModuleEndYear("Workforce","ScenarioName")]]

Note:

Module name and Scenario name must be enclosed in double quotation marks.

Tip:

If you want to create or edit rules to customize your planning and forecasting tasks, you can use Planning Formula Expressions in your rules to call the configured time horizon information such as [[PlanningFunctions.getModuleStartPeriod("ModuleName","ScenarioName")]] and [[PlanningFunctions.isPlanStartYearSameAsCurrentFiscalYear("ModuleName")]].

Module names are not case sensitive and must be enclosed in double quotation marks:

  • Capital

  • Financials

  • Projects

  • Workforce

See Scenarios in Designing with Calculation Manager for Oracle Enterprise Performance Management Cloud .