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