Hyperion

Planning & Budgeting

Analyst

Course Agenda

System Integration Overview

Change Impacts

Planning & Budgeting Overview

Logging in to Hyperion Setting Preferences

Line Item Data Entry

Position Budgeting

Managing the Approval Process

Reporting

Learning Objectives

This course is designed specifically for the Hyperion Planning & Budgeting Department Analyst Role.

In this course, participants will learn how to use, define, and manage the Planning & Budgeting information in the Oracle Hyperion Application.

Course Components

Concepts/Process Flows

Exercises

Task Support:

Training Manual/Work Instructions

On-Line Help

Learning Approach

Prepare Me

Prepare me for what is new or

changing

Tell Me

Tell me what am I supposed to

produce

Tell me what I must be able to

do

Show Me

Show me how it works

Let Me

Let me practice in safety

Let me learn from mistakes

Help Me

Help me use on-line help

Help me be self-sufficient

System Integration

Overview and Change

Impacts

7

Oracle HRMS Integration

Oracle HRMS

Oracle

Time & Labor

(OTL)

Oracle

Advanced

Benefits (OAB)

Oracle Learning

Management

(OLM)

Oracle Payroll

Oracle

Financials

Oracle

Procurement

Oracle Projects

Hyperion

Budgeting

Business

Intelligence &

Reporting

Oracle Human Resources

Manager Self-

Service

Employee Self-

Service

8

Hyperion Integration

Oracle Projects

Oracle Human

Resources

Oracle General Ledger

Hyperion Public Sector Planning & Budgeting

9

Hyperion Planning & Budgeting: Module Integrations

General Ledger

A regularly scheduled data feed from the Oracle E-Business applications to Budget will occur. Final budget will be sent to GL after adoption

Project Accounting Project information will be extracted from Projects and fed to

Hyperion once when CIP budgeting is complete

Human Resources Employee and position data will be extracted from HR and

used as a basis for position budgeting in Hyperion

10

General Ledger Integration

Oracle General Ledger

Oracle

Financials

Oracle

General

Ledger

Oracle Human

Resource

Management

Oracle Projects

& Grants

Accounting

Oracle

Procurement

Accounts Payable

Accounts Receivable

Assets

Human Resources

Payroll

Advanced Benefits

Time & Labor

Self-Service HR

Learning Management

Oracle

Budgeting

Other Subledgers

Reporting,

Dashboards,

Business Intelligence

11

Oracle GL and COA: Business Function Changes

Changes for Hyperion 11.1.2.2 new version

The new version of Hyperion does not have the employee layer in

position budgeting, instead the employee name and number are attributes of the position

Budget owners in the approval workflow are now groups instead of individuals

Entry into the line item forms requires double-clicking instead of a single-click

Some forms have a new look, but the function is the same

12

Oracle GL and COA: Business Function Changes

The budget cycle does not change.

On the Line Item forms, the future segment is defaulted to FU000000 and hidden in the background

All department users will have access to the Hyperion Smartview tool, which is the MS Excel-to-Hyperion interface

13

Hyperion Planning & Budgeting: Ownership of Data

Hyperion Planning & Budgeting

The Office of Management and Budget (OMB) is the business owner of the Hyperion Planning & Budgeting application.

Prior actual account balances are interfaced in from GL.

Position records are interfaced in from HR.

Budget submissions are entered by departments.

14

Hyperion Planning & Budgeting: New Terminology

Dimensions

Parents

Children

Multi-Dimensional vs. Table Drive Data

Cube

Intersection

Point of View (POV)

HR Organization (Org)

15

Business Process

Flows and Training

Exercises

16

Prepare Line Item Budget

Prepare Line Item Budget (Baseline Budget &Target)

Bu

dg

et A

na

lyst

Bu

dg

et A

dm

inis

tra

tor

Calculate Line

Item Budget

Finalize Line Item

Budget

Review and Modify

Line item Budget

Start

Review

Dimensions

Define Projection

Rules

Update Essbase

Outline

End

Budget

Assumptions

Extract GL

Balances

(Budget &

Acutals)

Extract COA

Values from

GL

Reconcile

Balances

Prior Year

CAFR

Review & Modify

Balances,

if needed

Move Stage to

Target

Overhead Cost

Allocation Data

Move Stage

(Department

Budget)

17

Prepare Position Budget

Prepare Position Budget

Bu

dg

et A

na

lyst

(De

pa

rtm

en

t

Ro

les)

Bu

dg

et A

dm

inis

tra

tor

Run HRMS Data

Extract Process

Finalize Position

Budget

Project Salary

Grades

Manage

Compensation

Defaults

Maintain

Employees and

Position Data

Mass Adjust

Position and

Employee Data

Create New

Positions

Calculate

Compensation

Budget

Start

Recalculate

Compensation

Budget

Review Employee

& Position Data

Review Employee

& Position Data

HR Data Report/

Inquiry

Verify

HR Data

is

updated

Improve Accuracy

of data

Modify Positions

HR Data Report/

Inquiry

Freeze Budget

Extract

(For Department)

Project Cost

Elements

Review

Compensation

Budget

Review Employee

& Position Data

HR Data Report/

Inquiry

Modify Projection

RulesEnd

18

Prepare Department Budget

Prepare Department Budget

Bu

dg

et A

na

lyst

De

pa

rtm

en

t F

ina

nci

al M

an

ag

er

Bu

dg

et A

dm

inis

tra

tor

Move Budget

Stage to

Department

Start

Modify Line Item

Budget

Modify Position

Budget

Modify Capital

Budget

Modify Restricted

Changes

Finalize Operating

Budget

Submit Budget for

ApprovalEnd

Prepare

Decision

Packages

19

Prepare Capital Budget

BUDGET STAGES

Stage 1 (aka Baseline)

Target

Department Budget

County Administration

Proposed Budget

Public Hearing 1

Public Hearing 2

Adopted Budget

Course Review

Need Help?

Course materials

User support

On-line help

Ongoing support from Functional Leads

Office of Management and Budget

Questions and Answers

Learning Assessment

Please complete self-assessment form