Oracle Hyperion Public Sector Planning and Budgeting Implementation Training

Omni Academy offer industry best Oracle Hyperion Planning and Budgeting implementation, support and training services, our consultants has extensive implementation, support and training services experience in Pakistan and Globally – making us an ideal partner for Oracle Hyperion training and consulting services for customers in public and private sector !

Complete Planning, Budgeting and Forecasting Solution in the Oracle Hyperion Planning and Budgeting and forecasting solution used by many large, medium and small companies worldwide to solve enterprise-wide business planning use cases. Oracle Planning and Budgeting provides a rich Web and Microsoft Office work environment that has solved a wide variety of financial, sales and operational planning use cases across multiple industries

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Course Key Learning:

Developing application implementation and support skills with Hyperion Public Sector Planning and Budgeting
Getting advanced level expertise as Financial Planning and Budgeting Analyst for Public Sector
Configure and Implement Public Sector Planning and Budgeting applications.
Maintain Public Sector Planning and Budgeting position and employee data.
Load metadata and data into applications and set up security.
Create and fill positions.
Manage employee assignments to positions.
Set up and maintain compensation budget defaults and maintain compensation data.
Link compensation and line item budgets.
Create and review funding requests.
Set up and manage the approval process.
Review budget books.
Manage revision requests.
Set up funding requests.

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Course Key Benefits

By enrolling in this course, you’ll develop the knowledge and skills to configure and create applications using Oracle Hyperion Public Sector Planning and Budgeting application, add dimensions and members, import members and set up security. Through participating in hands-on exercises, you’ll reinforce this learning that you can apply directly to your daily job.

Performing application implementation and day-to-day support activities.

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Oracle Hyperion Planning and Budgeting Course Topics 

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Introduction to Public Sector Planning and Budgeting

Planning Components and Architecture
Integration with Other Systems
Business Process Followed in Class
Business Process for Applications with Decision Packages
Business Scenario

Navigating EPM Workspace

Launching EPM Workspace
Opening Applications
Navigating Planning

Dimensions: Overview

• Plan Types
• HCP Configuration Options
• Dimensions
• Methods for Creating Applications

Creating Planning Applications

Application Creation Process and Criteria
Relational Databases for Planning and Configuring Data Sources Creating Applications in Planning Administration Essbase Databases
Predefined Components and Setting Up User Variables
Customizing Forms, Menus, and Task Lists
Reporting Applications
Setting Planning Properties

Managing Dimensions

Building Dimension Hierarchies
Managing Alias Tables
Adding Member Formulas

Setting Up Public Sector Planning and Budgeting Dimensions

Time Periods Overview
Setting Up Scenarios and Versions
Position, Employee and Job Code Dimension Overview
Element and Budget Item Dimension Overview
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 and Data

Metadata Load Options
Data Load Options
Loading Metadata into Applications
Loading Data into Applications
FDMEE Process Overview
Lifecycle Management and Migrating Applications and Artifacts

Setting Up Security

Planning Security Overview
Provisioning Users and Groups
Assigning Access Permissions
Importing Acess Permissions
Reporting and Access Permissions

Setting Up Compensation Budgets

Compensation Budget Setup
Verifying the Public Sector Planning and Budgeting Application Setup
Data Load Verification
Setting Up Compensation Budget Defaults
Synchronizing Salary, and Other Compensation Properties
Calculating Compensation Budgets
Compensation Analysis Dashboards

Maintaining Compensation Defaults

Compensation Defaults Overview
Maintaining Position Defaults
Maintaining Salary Grade Defaults
Maintaining Other Compensation Defaults
Maintaining Default Natural Accounts and Allocation Defaults
Setting Up Work Days and Pay Days
Mass Adjustments of Salaries and Other Compensation Data
Increments Overview

Maintaining Positions

Managing Positions
Assigning Employees to Positions
Reviewing and Approving Positions
Approving Period-Level FTEs

Maintaining Employees

Changing Employee Details
Viewing Employee Compensation Information
Changing Employee Status
Terminating Employees
Replacing To-Be-Hired Employees with Existing Employees
Transferring Employees
Maintaining Employee Compensation Details

Linking Compensation and Line Item Budgets

Budget Integration Process
Allocating Compensation Expenses to GL Accounts
Mapping Applications for Reporting
Pushing Data to Report Applications
Posting Data with the PushData Utility

Setting Up the Approval Process

Creating Planning Unit Hierarchies
Assigning Scenarios and Versions to Plan Units
Reviewing the Promotional Path
Synchronizing Planning Unit Hierarchies
Exporting and Importing Planning Unit Hierarchies
Updating the Promotional Path with Validation Rules

Reviewing Decision Packages and Budget Requests

Decision Packages and Budget Requests Overview
Recurring and Nonrecurring Budget Requests
Navigating Decision Packages
Reviewing Decision Packages
Reviewing Budget Requests

Setting Up Decision Packages and 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 Report Applications

Managing Decision Packages and 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 and Budget Requests

Managing the Approval Process

Approvals Considerations
Approving and Rejecting Decision Packages
Planning Unit Process States
Managing the Review Cycle
Viewing and Resolving Validation Errors
Reviewing Budget Books
Financial Reporting Overview
Setting Financial Reporting General Preference
Previewing Reports
Budget Books Process Flow and Book Editor
Previewing Budget Books

Managing Revision Requests

Revision Request Overview
Copying Data for the Baseline Budget
Creating and Populating Revision
Editing Compensation Budget Revisions
Calculating Revisions
Revision Approvals

Upgrading EPM System Products

Identifying Supported Upgrade Paths
Reviewing the Upgrade Checklist
Preparing Data for Upgrading
Uninstalling Earlier Releases
Installing EPM System Products for an Upgrade
Configuring EPM System Products in an Upgrade
Validating the Upgrade Installation
Upgrading Planning Applications

Performing Migrations with Lifecycle Management

Lifecycle Management Overview
About Artifacts
Viewing and Searching for Artifacts
Application and Artifact Migration Process
Migration Scenarios
Automating Migration Tasks
Running the Lifecycle Management Utility
Accessing and Viewing the Migration Status Report

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Course Audience

Financial Planning Managers / Business Analyst
Implementation and Support Consultants
Financial Planing and Budgeting – Business Users /End Users

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INTERNATIONAL STUDENT FEE: 3,000 USD | 350,000 PKR

Job Interview Preparation  (Soft Skills Questions & Answers)
Tough Open-Ended Job Interview Questions
What to Wear for Best Job Interview Attire
Job Interview Question- What are You Passionate About?
How to Prepare for a Job Promotion Interview

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Internships, Freelance and Full-Time Work opportunities
 Join Internships and Referral Program (click for details)
Work as Freelancer or Full-Time Employee (click for details)
Hire an Intern

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Flexible Class Option
Week End Classes For Professionals  SAT | SUN
Corporate Group Training Availables Options
Online Classes – Live Virtual Class (L.V.C), Online Training

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