Hyperion Planning InstructionsOverview Here are instructions to load your Projection and Plan. The loading process for both Is the same for: © Revenue * Cost of Goods Sold © Operating Expenses © Capital ‘© Balance Sheet © Cash Flow 1. Grey columns/rows are locked cells, therefore, there are no changes allowed. White rows allow changes in the cells, 2. In your Template fil, figfillgbE VOUFERSIEEE so you know which accounts you need to update in the system 3, The numbers format must be GENERAL (An error message will appear if it’s the wrong format), Page [1PEED one | ier Tagetaro romans ma Renew view Smart View mse canon sa A Se Boers dace 7 feo 4. When searching for a cost center, enter the last 4 digits to filter the list. 5. Filter the form to hide the no data and zero rows: Right click in the BLUEPES (the left side ofthe form) @ ~ vurite: } Select Hide Rows with zeros and no data Login to the Planning System Page 12htto://hypwebpd.zmr.2immer.cor 19000/workspace/index. Save as Favorite for easy access. lick your Region Heonetage NEE a ee es ees ‘red wesoac Pageant “] eecentty opened ae @ 3a bon Bron Bow. Page |3‘The Form below appears. Sxpand Formby coking the sen EGU OURS BRE! ‘The Forms list appears. Page | 4Forms Select Sales, Non-Mix Select Sales, Non-Mix, Dental Data Form list appears on the right Page |5Click Yes to the message that appears Haga/elieleh Stal mensaje quelaparece Page 16> The Input Form appears Select from the drop-down menu: (© Scenario (Projection or Plan) o Market o Year © Click Go to refresh the page Notice that Jan and Feb are grey. These are Actuals and therefore, cannot be changed. Any columns or rows that are grey are locked cells. Page |7The Brand list is extensive, therefore, to make it easier to find a Brand, it needs to be filtered to show only active brands. > Right clckin the BLUESnE@ (the left side ofthe form) > click iter La lista de marcas es extensa, por lo tanto, para que sea mas facil encontrar una marca, debe filtrarse para mostrar solo las marcas activas. > Haga clic derecho en el drea AZUL (el lado izqulerdo del formulario) > Haga clic en Filtro > WSeleccione Ocultar filas con ceros y sin datosSelect Hide Rows with zeros and no data Page |9Only Brands with activity will be shown (no blank lines) Solo se mostrarén las Marcas con actividad (sin lineas en blanco) sao ae a al fi sabe wentsnay Page | 10HBB witeen you make changes to the Excel template, highlight the row so that you can know which row changed and needs to be updated in the system. Copy from template and Paste in Web Form Example: The Implant Other needs to be updated (green highlight row) > You can copy and paste directly from Excel into the Web form >> The numbers format mist be GENERAL (wil give you an error message ifit’s the wrong format) > Copy the new numbers from Excel I > Gothe Web form > Right click in the WHITE area > Select EDIT, Paste Page | 11Page | 12> Amessage appears > Click Allow access Page | 13The new numbers will be pasted (all cells with number didn’t change. ). fa cell is not YELLOW, it means the PTS > The message at the top of the form will confirm the update has been saved @ =D Trecata has been saved, x ® Rule was run sucessfuly Page | 14The Implant Other row is updated {al fil IBISRReIOHS wetUaTa petSeodduaebed Page | 15When you are finished entering all your changes, the Full Year should equal to your file total (if you are using a template showing a total or check the total line for each month). Page | 16e ‘ales and ASP are entered in the system and the Units are automatically calculated. Forms Sales, Non-Mix Sales, Non-Mix, Dental vy v Sales, Non Mi, er 1) ht by tan non et eee re ‘ASP ond Nt @ Bs Some ‘bn enh BD Sete, Now Ms, Touma ‘ne Produce Non Mis Dell «< > 01 Ses Grom and Now Me, Det 1D ASP by Band, Noe, ent 5D 09 Ses by rand, No Mi, Det 504 ens by rnd Nan, Ont 5) 05 New Petts, Nor eral 1 RS Ses, Non Ma, Dent Page | 17Page | 18> Forms > Select Sales, Non-Mix > Select Sales, Non-Mix, Dental BP ses, No te, oer nt Nat eae = BB sales, Non-Mix, Spine sition eten ie I | 1501 Ses Growth by and, No Me, Det 1D ASP by Band, Nor ena 1508 Ses by rand Non Me, Ont £5 es by rand Noe, Oe 5D 65 New os, Now My, Dental DS Ses, NM, Dent Page | 19New Produ Use the drop down menu to : > Select Scenario (Plan or Projection) > Select Market > Select Year > Enter Launch Month and Year for Brand > Save the file Page | 20© Forms © Select cocs * COGS Dental BB Forms © BD Sales, Non-Mve . 1B COGS, Common C065, Other B® COGS, Sports Medicine ©) BB COGS, Surieal BB COGS, Knees < > No Forms available Page | 21COGS Form: > Select Scenario (Projection or Plan) > Select Market > Select Year > Enter data on the COGS at Transfer — Adjustment row > Save the file > Check your total Page | 22Capital — You must have a Cost Center to enter data Forms Capital Capital, Projection Capital, Other Tangibles vv vy | Boga Beat, rn | B cot, Totes } cota gles 1 B capt, Projection | — j | 1 Page | 23Capital — Other Tangibles Form: Using the drop- down menu: > Select the Market > Select the Cost Center > Select the Asset Category Ce ae a |e he abe |e te | Enter a Description Enter the Asset Cost Override the Useful Life if needed ‘On the dropdown menu, select InService Month Enter the Cash Outflow by Month > > . > > Page | 24(On the Operating Expenses form, the Salaries and Benefits section and the Depreciation section is greyed out because those accounts have their own forms that feeds into the Operating Expenses total, + You MUST Have! a Cost Center to enter date + You GANNOT use the INPUT Funetion inthis form. (eg. Sales Force Input, Other Marketing ~Input ete) cote: > Forms > Opex & Other Page | 25Enter data: '* Select Scenario (Projection or Plan) ‘© Select Market * Select Year Select Cost Center It’s always No Project Note that most of the form is grey. You are only allowed to enter data in the following rows (White cells) 1. Relocation/Recruiting/Severance ~ fA@ © Recruiting ~All Other 2. Professional Services ~ SHG ©. Standard Consulting © Grants — Educational Page | 263. Travel, Training & Entertainment— © Other Travel 4. Commissions and incentives — EH ©. Commissions ~ Adjustment 5. Marketing © Other Marketing expenses 6. Supplies and other~ © Bad Debt expense © Supplies - Office @ 7 computer/Maintenance/veities HEE © 6100170 -Utilties 8. Period Costs~ {IRB (Depreciation is entered in the CapitalFOH but the totals are here so you can tie Total Operating Expenses) (© Other Occupancy Costs 9. Allocations and Transfers A © Occupancy Allocation © ZBS Allocation (CORPORATE ONLY) © Other Allocations 10. Property Tax Expense 11. Other Miscellaneous Expense > Save the file Notes: ‘+ Wages and Bonus, Benefits and Temporary Personnel are entered in the Workfores Form ‘¢ Depreciation entered in Capital Form Page | 27Headcount for PROJECTION — You must have a Cost Center to enter data > Forms > Workforce > Workforce, Projection Page | 28> Select Market > Select Cost Center (ffl: enter last 4 digits of Cost Center) Enter the number of employees: © ZimmerHeadcount - Permanent Employees ‘* Payroll Temporaries ~ Temporary Employees paid by Zimmer Blomet ‘* Headcount Agency Temporaries ~ Temporary Employee from an Outside Agency Save the file Page | 29Enter Headcount ‘These are the only rows that you can enter amounts for Headcounts. Page | 30