Table of Contents

• Title and Copyright Information
• Documentation Accessibility
• Documentation Feedback
• 1 Creating and Running an EPM Center of Excellence
• 2 Welcome
  • About the Planning Modules
  • About Integration
  • Learning More
• 3 Basic Tips
  • Navigating
  • About Driver-Based Planning, Trend-Based Planning, and Direct Input
  • Working with a 13-Period Calendar
• 4 Working With Financials
  • Task Overview
  • Working with Budget Revisions and Integrating with Budgetary Control
    • Task Overview for Budget Revisions
    • Planning Using Budget Revisions
    • Creating Budget Revisions
    • Sharing Revisions
    • Revising Budgets in a Budget Revision
    • Checking Funds Availability
    • Reserving Funds
    • Getting Funds Results
    • Clearing Revisions
    • Drilling Through to Budgetary Control
  • Setting User Variables
  • About Specifying Driver Values
  • About Trends
  • Planning Using a Rolling Forecast
  • Planning at the Weekly Level
  • Planning Revenue and Expense
    • Specifying Drivers and Trends
    • Manually Entering Expenses and Revenues
    • Viewing Your Total Plan and Forecast
    • Viewing Your Income Statement
  • Planning Using Balance Sheets
    • Specifying Balance Sheet Drivers
    • Specifying Assets and Liabilities for Direct Balance Sheet
    • About Using Cash Flow and Balance Sheet Balance
    • Viewing Your Total Plan and Forecast
  • Planning Using Cash Flow
    • Specifying Driver-Based Cash Use and Source Assumptions
    • Entering Financing and Investing Details
  • Running Financials Rules
  • Analyzing Financials with Dashboards
  • Analyzing Your Financials
    • Reviewing Forms and Instructions
  • Reviewing Data from Workforce, Projects, and Capital
• 5 Working With Workforce
  • Task Overview
  • Setting User Variables
  • Managing Compensation Expenses
    • Managing Hiring Requisitions
      • Adding Hiring Requisitions
      • Updating Hiring Requisitions
    • Updating Employee Compensation
    • Changing an Employee's Status
    • Changing an Employee's Job
    • Updating Multiple Employees and Jobs Details
    • Hiring Employees
    • Planning an Employee's Departure
    • Transferring Employees
    • Managing Jobs
      • Adding Jobs
      • Changing a Job's Salary
    • Planning Merit Rates
    • Calculating Compensation Expenses
    • Synchronizing Defaults
    • Troubleshooting a Rule's Error Message
  • Managing Noncompensation Expenses
  • Strategic Workforce Planning
  • Managing Demographics
  • Analyzing Workforce Expenses
  • Analyzing Project Utilization
• 6 Working With Projects
  • Task Overview
  • Integrating EPM Planning Projects With Project Management
    • Task Overview for Working with Integrated EPM Planning Projects and Project Management
    • Exporting Project Data and Budgets from EPM Planning Projects to Project Management
    • Importing Actuals Data from Project Management to EPM Planning Projects
  • Setting User Variables
  • Adding Projects and Entering Project Details
  • Entering Project Assumptions
  • Planning Expenses
  • Planning Revenue
    • Defining Revenue Recognition Obligation Details
  • Capitalizing Projects
  • Running Project Rules
  • Using Rolling Forecast with Projects
  • Preparing Forecast Data
  • Analyzing Project Financials With Dashboards
    • Analyzing Project EVM
  • Analyzing Project Performance
    • Reviewing Forms and Instructions
• 7 Working With Capital
  • Task Overview
  • Setting User Variables
  • Entering Capital Asset Assumptions
  • Managing New Capital Investments
  • Managing Existing Assets
  • Managing Intangibles
  • Analyzing Capital Financials with Dashboards
  • Analyzing Capital Asset Financials