Initial Draft:-Tejas Patel Review & Updated By:-Sanjay Purohit
Audience: Hyperion Solution
Architects, Functional Lead and Hyperion Business users
Hyperion Public
Sector Planning and Budgeting (PSPB) application comes with three prebuilt
configuration options.
Employee Only: - This model is used to track and budget/compensation
by employees who are assigned to various jobs and benefits.
Position Only: - This modes is used to tack and budget/compensation by positions. The compensation amount will be based on overall FTE and benefits.
Employee and Position: - Most commonly used model by municipal and state governments. This model tracks budget by employee with assigned position and benefits.
Any configuration model can be selected
based on organizations need. Oracle has
spent good amount of money and time to come up with PSPB design and options.
All three modules are loaded with prebuilt business rules and data forms; and
should meet most of the requirements out of box but we don’t live in perfect
word and each client has specific needs which require customization. I
personally don’t like to customize HCP at all.
Objective
The purpose of this
article is to identity positions and employee in PSPB application with
missing allocations. Hyperion Public Sector Planning calculates position and
employee compensation on various factors such as salary grades, hours and FTEs. The final compensation numbers are pushed to
LineItem plan type. The assigned segments determine how the cost should be
allocation across segments. The right amount should go to right bucket in
General Ledger (GL). Checking allocation
of each position and employee is tedious process with current pre-built HCP
functionality. I am going to demonstrate;
how to build a data form to identify the missing allocation by departments/entities.
We will cover two modules “position” and “Employee and Position” module. I
personally have expertise with both.
solution
Employee and Position Module/Configuration: - Design a data form with
following member combinations. This should provide the position/employee with
missing allocation. This data form pulls
all the position and employee associated with entity. Each position has a start
date and should have allocation start date.
Missing start date denotes missing allocations.
Position Only Module/Configuration: - Design a data from with
following member combinations. This should provide the position with missing
allocations. I have placed entity on rows to see all the entities once. This could
cause planning crash. You also can place entity on pages items to be on safe
boat.
