India: +91 406677 1418

WhatsApp no. : +919100386313

USA: +1 909 233 6006

Telegram : +15168586242

Hyperion PSPB Training

Hyperion PSPB Training Introduction

Hyperion Public Sector Planning and Budgeting Training Course Content

Introduction to the Public Sector Planning & Budgeting
  • Planning Components & Architecture
  • Integration with the Other Systems
  • Business Process Followed in the Class
  • Business Process for Applications with Decision Packages
  • Business Scenario
Navigating the EPM Workspace
  • Launching EPM Workspace
  • Opening Applications
  • Navigating Planning
Overview of the Dimensions
  • Methods for the Creating Applications
  • Plan Types
  • HCP Configuration Options
  • Dimensions
Creating the Planning Applications
  • Application Creation Process & Criteria
  • Relational Databases for Planning & Configuring Data Sources
  • Creating Applications in Planning Administration
  • Essbase Databases
  • Predefined Components & Setting Up User Variables
  • Customizing Forms, Menus, & Task Lists
  • Reporting Applications
  • Setting Planning Properties
Managing Dimensions
  • Building Dimension Hierarchies
  • Managing Alias Tables
  • Adding Member Formulas
Setting Up Public Sector Planning & Budgeting Dimensions
  • Overview of the Time Periods
  • Setting Up Scenarios & Versions
  • Overview of the Position, Employee & Job Code Dimension
  • Overview of the Element & Budget Item Dimension
  • Setting Up the Request Dimension
Setting Up Other Dimensions
  • Setting Up the Entity Dimension
  • Setting Up the Account Dimension
  • Setting Up User-Defined Dimensions
  • Setting Up Smart Lists
  • Setting Up UDAs
Loading Metadata & Data
  • Metadata Load Options
  • Data Load Options
  • Loading Metadata into Applications
  • Loading Data into Applications
  • FDMEE Process Overview
  • Lifecycle Management & Migrating Applications & Artefacts
Setting Up Security
  • Overview of the Planning Security
  • Provisioning Users & Groups
  • Assigning Access Permissions
  • Importing Access Permissions
  • Reporting & Access Permissions
Setting Up the Compensation Budgets
  • Compensation Budget Setup
  • Verifying the Public Sector Planning & Budgeting Application Setup
  • Data Load Verification
  • Setting Up Compensation Budget Defaults
  • Synchronizing Salary, & Other Compensation Properties
  • Calculating Compensation Budgets
  • Compensation Analysis Dashboards
Maintaining Compensation Defaults
  • Overview of the Compensation Defaults
  • Maintaining Position Defaults
  • Maintaining Salary Grade Defaults
  • Maintaining Other Compensation Defaults
  • Maintaining Default Natural Accounts & Allocation Defaults
  • Setting Up Work Days & Pay Days
  • Mass Adjustments of Salaries & Other Compensation Data
  • Overview of the Increments
Maintaining Positions
  • Managing Positions
  • Assigning Employees to Positions
  • Reviewing & Approving Positions
  • Approving Period-Level FTEs
Maintaining Employees
  • Changing the Employee Details
  • Viewing Employee Compensation Information
  • Changing Employee Status
  • Terminating Employees
  • Replacing To-Be-Hired Employees with Existing Employees
  • Transferring the Employees
  • Maintaining Employee Compensation Details
Linking Compensation & Line Item Budgets
  • Budget Integration Process
  • Allocating Compensation Expenses to GL Accounts
  • Mapping Applications for Reporting
  • Pushing Data to Reporting Applications
  • Pausing Data with the Push Data Utility
Setting Up the Approval Process
  • Creating Planning Unit Hierarchies
  • Assigning Scenarios & Versions to Planning Units
  • Reviewing the Promotional Path
  • Synchronizing Planning Unit Hierarchies
  • Exporting & Importing Planning Unit Hierarchies
  • Updating the Promotional Path with Validation Rules
Reviewing Decision Packages & Budget Requests
  • Decision Packages & Budget Requests Overview
  • Recurring & Nonrecurring Budget Requests
  • Navigating Decision Packages
  • Reviewing Decision Packages
  • Reviewing Budget Requests
Setting Up Decision Packages & Budget Requests
  • Creating Decision Package Types
  • Modifying Decision Package Types
  • Copying Decision Package Types
  • Integration Considerations with FDMEE
  • Metadata Requirements for Decision Packages
  • Requirements for Pushing Data to Reporting Applications
Managing Decision Packages & Budget Requests
  •  Creating Decision Packages
  • Creating Budget Requests for Decision Packages
  •  Attaching Supporting Documentation to Budget Requests
  • Creating Budget Requests for Shared Decision Packages
  •  Modifying Budget Requests
  • Adding Annotations to Line Item Budgets
  • Copying Decision Packages Between Versions
  • Deleting Decision Packages & Budget Requests
Managing the Approval Process
  • Approvals Considerations
  • Approving & Rejecting Decision Packages
  • Planning Unit Process States
  • Managing the Review Cycle
  • Viewing & Resolving Validation Errors
Reviewing Budget Books
  • Overview of the Financial Reporting
  • Setting Financial Reporting General Preferences
  • Previewing Reports
  • Budget Books Process Flow & Book Editor
  • Previewing Budget Books
Managing Revision Requests
  • Overview of the Revision Request
  • Copying Data for the Baseline Budget
  • Creating & Populating Revisions
  • Editing Compensation Budget Revisions
  • Calculating Revisions
  • Revision Approvals