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Creating and Initializing Oracle® Hyperion Workforce Planning, Fusion Edition 11.1.2 Applications
This tutorial contains the following sections:
Purpose
Time to Complete
Overview
Software and Hardware Requirements
Prerequisites
Creating Workforce Planning Applications in Performance Management Architect
Adding the Workforce Planning Plan Type to an Existing Planning Application
Creating Workforce Planning Applications in Classic Application Administration
Accessing and Initializing the Application
Summary
Resources
Purpose
This tutorial shows you how to create and initialize a Workforce Planning application in Oracle® Hyperion Enterprise Performance Management Architect, Fusion Edition 11.1.2 and Classic Application Administration.
Time to Complete
Approximately 2 hours.
Overview
Oracle Hyperion Workforce Planning, Fusion Edition is a Web-based workforce planning and budgeting solution. It gives corporations a tool to model future headcount and related expenses, and provides a reliable source of up-to-
date information about workforce expenses. By planning salary expense in direct correlation to headcount, planners can effectively manage one of their largest variable expenses.
With Workforce Planning, all decision makers and front-line managers can optimize and streamline the headcount process by communicating the course of action to take and ensuring that budget holders collaborate. When a
material event occurs that causes a change in direction, planners have the flexibility to adapt rapidly, ensuring that plans are relevant and useful.
You create and initialize a new Workforce Planning application, by using either the Performance Management Architect Application Creation Wizard or Classic Application Administration. When you initialize Workforce Planning, the
following objects are added:
Workforce Planning account, entity, employee, scenario, and version dimension members
Data forms
Smart Lists
Member formulas
Business rules
Menus
User-defined attributes (UDAs)
Oracle Hyperion Enterprise Performance Management System Release 11.1.2 - Start Here: Installation Documents and Readmes
Oracle Hyperion Enterprise Performance Management System Installer, Fusion Edition Release 11.1.2
Hyperion Enterprise Performance Management System Foundation Services Release 11.1.2
Oracle Hyperion Enterprise Performance Management System Additional Content Release 11.1.2
Oracle Hyperion Calculation Manager Release 11.1.2
Oracle Hyperion Enterprise Performance Management Architect, Fusion Edition Release 11.1.2
Oracle Essbase Release 11.1.2
Oracle Essbase Clients Release 11.1.2
Oracle Essbase Spreadsheet Add-in Release 11.1.2
Oracle Hyperion Financial Reporting, Fusion Edition Release 11.1.2
Oracle Hyperion Enterprise Performance Management Reporting and Analysis Core Components Release 11.1.2
Hyperion Web Analysis Release 11.1.2
Oracle Hyperion Planning, Fusion Edition Release 11.1.2
Optional: Hyperion Data Integration Management Adapters Release 11.1.1.1.0
Optional: Oracle Hyperion Smart View for Office, Fusion Edition Release 11.1.2
Optional: Oracle Data Integrator, Oracle Data Profiling, and Oracle Data Quality for Data Integrator 10g (10.1.3.5.0)
Optional: Oracle Identity Management 11g (11.1.1.1.0)
Relational storage databases are required in the installation and configuration of Oracle Hyperion Planning Plus 11.1.2. The Workforce Planning applications in this tutorial each require a relational storage. See the Oracle Hyperion
EPM System Release 11.1.2 - Start Here: Installation Documents and Readmes.
Prerequisites
Before starting this tutorial, you should:
1 . Have administrator access to a working installation of Planning 11.1.2 with Workforce Planning enabled.
3 . Have administrator access to a working installation of Oracle Hyperion Performance Management Architect 11.1.2.
1. One datasource for the Workforce Planning application created in Performance Management Architect.
2. One data source for the Workforce Planning application created in Classic Administration.
5 . Have a working Planning application that was created in Performance Management Architect.
Download the Oracle® Hyperion Workforce Planning, Fusion Edition 11.1.2 Administrator's Guide and read Appendix A, “Workforce Planning Structure.” Review the predefined elements, identifying which elements you can use
and which elements you need to customize.
Update dimension outlines to resolve differences between Workforce Planning member names and member names of other applications.
Plan the structure of the Entity dimension if you intend to use both Workforce Planning and Oracle Hyperion Capital Asset Planning, Fusion Edition. You can change the Entity members after you initialize the applications.
1. Log on to Workspace.
Application Library is displayed. Sample applications were created in the tutorial environment. These Planning
applications are not included with the software.
3. In Application Library, select File, then New, and then Application (Z).
6. In the Calendar area, select a base time period, fiscal start month, and weekly distribution.
8. Click Next.
9. Review the Dimension Selection page, make the necessary modifications, and click Next.
10. The following message is displayed: Dimensions for Workforce have been seeded.
Click OK.
The validation process checks for missing dimensions and other required information. If anything is missing in the
application, the deployment is aborted. If another deployment for the application is in progress, the request is
cancelled.
13. Review the listed messages. If errors are found, make the necessary modifications to the dimension members.
Tip: Period and Year dimension errors usually appear when Create New Local Period Dimension and Create New
Local Year Dimension were not selected during application creation.
On the Deploy page, enter the required information and click Deploy.
The application name and description are entered when you first create the application in Performance Management
Architect and are not editable.
17. In the Job Task dialog box, click the Click here to navigate to jobs link.
After the deployment action is initiated, you can check Job Console for results.
After you create a Workforce Planning application, it is validated and deployed to Planning immediately. The
deployment process creates a Planning application automatically.
18. On the Job Console toolbar, click Refresh to update the job results.
Job Console:
A job ID is associated with each task in Job Console. Job Console displays the following information:
2 . Select Navigate, then Applications, then Planning, and then <Application Name>. In this example, the Wkfc1
application is selected.
3 . From the Select Data Form area, expand Forms and select Workforce.
The predefined Workforce Planning data forms are displayed in the content area.
2. In Application Library, select the Planning application in which you want to add the Workforce Planning plan type. In
this example, the Workforce Planning plan type is added to PlanBud.
Note: Select Workforce and Capital Asset if the application will use both plan types.
The validation process runs before the deployment. The following message is displayed: Validating Application for
Deploy.
5. On the Deploy page, enter the required information and click Deploy.
The following message is displayed while dimensions are created in the application: Seeding dimensions for
Workforce.
6. In the Job Task dialog box, click the Click here to navigate to jobs link.
7. On the Job Console toolbar, click Refresh to update the job results.
Job Console:
The application deployment displays a progress of 100% when it is completed. For more information on the Job
Console, click here.
1 . In Workspace, select Navigate, then Applications, then Planning, and then <Application Name>. In this example,
the PlanBud. application is selected.
2 . In the Select Data Form area, expand Forms, and select Workforce.
The predefined Workforce Planning data forms are displayed in the content area.
1. Log on to Workspace.
2. Select Navigate, then Administer, then Classic Application Administration, and then Planning Administration.
6. Select the base time period, fiscal start year, fiscal start month, weekly distribution, and total years.
8. Select the default application currency. If the application supports multiple currencies, select Yes.
In this example, USD is selected as the default application currency, and multiple currencies are supported.
12. Review your selections and click Finish to create the application.
When the application creation is successfully completed, the following message is displayed:
1 . Next to Go to the new application:, click the application name. In this example, Wkfc2 is clicked.
5. In the Select Data Form area, expand Forms and select Workforce.
The predefined Workforce Planning data forms are displayed in the content area.
Summary
In this tutorial, you have learned how to:
Resources
Oracle Hyperion Planning, Fusion Edition Administrator's Guide
Oracle Hyperion Workforce Planning, Fusion Edition Administrator's Guide
Oracle Enterprise Performance Management Workspace, Fusion Edition Administrator's Guide
To learn more about Oracle EPM System products, refer to OBEs, demos, and tutorials on the Learning Library.
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