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

Oracle HRMS
Oracle HRMS Integration

Oracle
Time & Labor
(OTL)

Oracle
Advanced
Benefits (OAB)
Oracle Payroll

Oracle Learning
Management
(OLM)

Oracle
Financials

Manager SelfService

Employee SelfService

Oracle Human Resources

Oracle
Procurement

Hyperion
Budgeting

Business
Intelligence &
Reporting

Oracle Projects

Hyperion Integration

Oracle
Projects

Oracle
General
Ledger

Hyperion
Public Sector
Planning &
Budgeting

Oracle
Human
Resources

Hyperion Planning & Budgeting:

Module Integrations

General Ledger
A regularly scheduled data feed from the Oracle EBusiness 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

Oracle General Ledger

General Ledger Integration

Accounts Payable
Accounts Receivable
Assets

Oracle Projects
& Grants
Accounting

Oracle Human
Resource
Management

Oracle
Financials

Oracle
General
Ledger

Other Subledgers
Oracle
Budgeting
10

Human Resources
Payroll
Advanced Benefits
Time & Labor
Self-Service HR
Learning Management

Oracle
Procurement

Reporting,
Dashboards,
Business Intelligence

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

11

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

12

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.

13

Hyperion Planning & Budgeting:

New Terminology

Dimensions
Parents
Children

Multi-Dimensional vs. Table Drive Data

Cube
Intersection
Point of View (POV)

HR Organization (Org)

14

Business Process
Flows and Training
Exercises

15

Prepare Line Item Budget

Prepare Line Item Budget (Baseline Budget &Target)

Budget Administrator

Start

Extract GL
Balances
(Budget &
Acutals)

Budget
Assumptions

Extract COA
Values from
GL

Define Projection
Rules

Review
Dimensions

Update Essbase
Outline

Calculate Line
Item Budget

Move Stage to
Target

Finalize Line Item

Budget

Move Stage
(Department
Budget)

Budget Analyst

End

Reconcile
Balances

Prior Year
CAFR

Review & Modify

Balances,
if needed

Review and Modify

Line item Budget

Overhead Cost
Allocation Data

16

Prepare Position Budget

Prepare Position Budget

Start

Budget Administrator

Verify
HR Data
is
updated

Improve Accuracy
of data

Run HRMS Data

Extract Process

HR Data Report/
Inquiry

Maintain
Employees and
Position Data

Project Salary
Grades

Freeze Budget
Extract
(For Department)

Manage
Compensation
Defaults

Calculate
Compensation
Budget

Budget Analyst

(Department
Roles)

Review Employee
& Position Data

HR Data Report/
Inquiry

Review Employee
& Position Data

Mass Adjust
Position and
Employee Data

Recalculate
Compensation
Budget

Modify Projection
Rules

Review Employee
& Position Data

Modify Positions

Create New
Positions

HR Data Report/
Inquiry

Review
Compensation
Budget

17

Project Cost
Elements

Finalize Position
Budget

End

Prepare Department Budget

Prepare Department Budget

Budget Analyst

Department Financial Manager

Budget Administrator

Start

Prepare
Decision
Packages

Move Budget
Stage to
Department

Modify Line Item

Budget

Modify Capital
Budget

Modify Position
Budget

Finalize Operating
Budget

Modify Restricted
Changes

18

Submit Budget for

Approval

End

Prepare Capital Budget

BUDGET STAGES
Stage 1 (aka Baseline)
Target
Department Budget
County Administration
Proposed Budget
Public Hearing 1
Public Hearing 2
Adopted Budget

19

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