Audience :

  • System Administrators
  • Application Developers
  • Project Managers
  • IT Support

Topics :

  • Planning and PSPB Overview
    • Oracle’s Enterprise Performance Management System
    • Planning Features
    • Planning Applications
    • Planning and Essbase
    • Planning Technical Architecture
  • Essbase Overview
    • Dimensions
    • PSPB Dimension Structure
    • Navigate Workspace
    • Workspace Overview
    • Launch Workspace
    • Open Planning Applications
    • Navigate in Planning
    • Planning PSPB Plan Types
  • Introduction to PSPB
    • Comparing Design Differences in Financial Planning Cubes and PSPB Planning Cubes
    • PSPB is Position Budgeting
    • Integration between Position Budgeting, P&L Budgeting and Reporting
    • Metadata and data sources for your Planning Application
    • Plan Types available in PSPB
    • PSPB Delivered process flows
  • Create Applications/EPMA vs. Classic
    • Create Metadata for EPMA Applications
    • Create Metadata for Classic Applications
    • PSPB Classic Applications Methodology
    • Options for Creating the Classic Application
    • Using the Outline Utility
    • PSPB Usage of Outline Utility
    • PSPB Application Architecture
  • Create/Use Data Forms
    • Data Forms and Folders Overview
    • Create Simple Data Forms
    • Create Composite Data Forms
    • PSPB Composite Forms
    • Data Form Access
    • Create Menus
    • PSPB Delivered Menu Structure
    • Create Formula Rows and Columns
    • Build Validation Rules
    • Process Cells for Data Validation
    • Set up Custom Messaging
    • Set up Form Preferences
    • Data Entry Tasks
      • Use Smart Lists
      • PSPB Delivered Smart Lists
      • Spread Data
    • Calculate Data in Data Forms
    • Add Annotations and Ad Hoc Actions in Forms
  • Building the PSPB Application
    • HCP Cube – Unique Features
    • PSPB Application Types
    • Create Data Source Name
    • Create PSPB Application Shell
      • Hyperion Application Wizard
      • Application Specifications
        • Setting Up Calendar
        • Currency
        • Plan Types
        • Budgeting Detail
    • Delivered Components of the PSPB App
      • Dimensions
      • Task Lists
      • Smart Lists
      • Forms
      • Validation Rules
      • Business Rules
      • Scripts
      • Menus
      • Variables
      • Predefined Reports
  • Metadata Management
    • Adding Common Dimensions
      • Period
      • Year
      • Scenario
      • Versions
      • Account
    • Member Formulas and other properties
    • Alias Tables
    • HCP Dimension Updates
      • Position
      • Employee
      • Budget Item
      • Element
    • Smart Lists
      • Delivered and User Defined
    • UDAs
    • Loading Dimension Metadata
      • Load Methods
      • Hyperion PSPB Data File Formats
      • Running LCM Loads
      • Running Outline Load Utility Loads
      • Testing the Load
    • Reviewing the Loaded Application
    • Verify the Data Load
  • Security
    • Shared Services
      • Network vs. Native Users
      • Create Groups
      • Planning Roles
      • Set Product Security
    • Application Security
      • Securable Planning Objects
      • Form, Business Rule and Task List Security
      • Dimension Security
      • Import Security Overview
  • Compensation PSPB Defaults
    • Update Salary Grades
    • Update Other Compensation
    • Process Loaded Human Resource Data
    • Calculate Compensation Budgets
    • Allocate Compensation Budgets to GL Accounts
    • Reviewing the Loaded Application
    • Verify the Data Load
    • Review Position and Employee Data
    • Perform Mass Adjustments
    • Calculate Compensation Budgets
  • Maintaining Departmental Compensation Defaults
    • Maintain Position Defaults
    • Salary Grade Defaults
    • Other Compensation Defaults
    • Natural Account
    • Salary Allocation Details
    • Setting Up Work Days and Pay Days
  • Maintaining Position and Employees
    • Positions
      • Defining Position Types
      • FTEs
      • Addition Positions to Budget
      • Copying Positions in the Budget
      • Editing Position Details
        • Excluding Positions
        • Deleting Positions from the Budget
        • Terminating Positions from the Budget
        • Filling Positions with Employee
      • Approving Positions
      • Approving Period Level FTEs
    • Employees
      • Modifying Employee Details
      • Employee Compensation
      • Terminating Employee
      • Employee Status
      • Adding To Be Hired Employees
      • Transferring Employees
        • General Position Information
        •  FTE Details
        •  Salary Grade Information
        •  Additional Earnings
        •  Benefits
        •  Tax Details
        •  Allocations o Other Employee
  • Pushing Data from HCP to P&L Budgets
    • Integration Setup
    • Mapping Process
    • Allocating Position Compensation to GL Accounts
    •  Pushing the Data to P&L Budget
    •  Reviewing completed pushed data in P&L Budget
  • Approval Process
    • Approval Process Overview
    •  Planning Unit Hierarchies
    •  Planning Unit Process States
    •  Reviewer Actions
    •  Impact of Entity Hierarchy on the Review Process
    •  Manage the Review Cycle
    •  Start the Budget Review Process
    •  Copy Data Between Versions
    •  Clear Cell Details
    •  PSPB Position Approval Process
    •  Validation Rules for Approval Process
    •  Post-Planning Activities
  • Financial Reporting
    • Creating Reporting ASO Cubes
    •  Building Mappings to ASO Reporting Cubes
    •  Pushing Data into Reporting Cubes
    •  Planning Form Reporting
    •  Web Analysis Reporting Options
    •  Smart View Reporting Options
    •  Financial Reporting Options