hyperion planning & budgeting 11.1.2.2 //hypprd.co.pinellas.fl.us/workspace/index.jsp fy13
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HyperionPlanning & Budgeting11.1.2.2https://hypprd.co.pinellas.fl.us/workspace/index.jsp fy13http://hyperion.pinellas.local:19000/workspace/index.jsp fy14http://opusapp4.co.pinellas.fl.us:9704/analytics/saw.dll?bieehome&startPage=1
Linda BenoitPinellas County Office of Management & Budget
HyperionPlanning & Budgeting11.1.2.2https://hypprd.co.pinellas.fl.us/workspace/index.jsp fy13http://hyperion.pinellas.local:19000/workspace/index.jsp fy14http://opusapp4.co.pinellas.fl.us:9704/analytics/saw.dll?bieehome&startPage=1
Linda BenoitPinellas County Office of Management & Budget
Hyperion Databases
Oracle Hyperion Public Sector Planning and Budgeting is really 2 databases:
• Line Item Budgeting for Expenditures and Revenues
• Position Budgeting for personal services costs• A Hyperion process runs to push the position
data to the line item budget
Hyperion Integration
Oracle Projects
Oracle Human
Resources
Oracle General Ledger
Hyperion Public Sector Planning & Budgeting
Hyperion Planning & Budgeting: Module Integrations
• General Ledger– A regularly scheduled data feed from the Oracle E-Business
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 HRMS Integration
Oracle HRMS
Oracle Time & Labor
(OTL)
Oracle Advanced
Benefits (OAB)
Oracle Learning Management
(OLM)
Oracle Payroll
Oracle Financials
Oracle Procurement
Oracle Projects
Hyperion Budgeting
BusinessIntelligence &
Reporting
Oracle Human Resources
Manager Self-Service
Employee Self-Service
General Ledger Integration
Oracle General Ledger
OracleFinancials
OracleGeneralLedger
Oracle Human Resource
Management
Oracle Projects & Grants
Accounting
Oracle Procurement
§ Accounts Payable§ Accounts Receivable§ Assets
§ Human Resources§ Payroll§ Advanced Benefits§ Time & Labor§ Self-Service HR§ Learning Management
Hyperion
Budgeting
Other Subledgers
Reporting, Dashboards,
Business Intelligence
Planning &
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.
Hyperion Planning & Budgeting:New Terminology
• Dimensions– Parents– Children
• Multi-Dimensional vs. Table Drive Data
• Cube
• Intersection
• Point of View (POV)
• HR Organization (Org)
Line Item Dimensions• Year – The budget year we are working on. (In Jun-13 it is FY14)• Period – The sub-divisions of a year (Total Year, Quarter, Month)• Scenario – The segment of the budget information we are working on. (Prior Year Actuals,
Current Year Budget, Current Year Estimate, Proposed Budget, Decision Package1, Decision Package2)
• Version – The stage of the budget that we are working on. (Baseline, Target, Department Budget, County Administrator Budget, Proposed , Adopted)
• Fund – The GL Fund segment. (In Budget, there’s an F prefix, like F0001, general fund)• Entity – The GL Center segment. (In Budget, there’s an C prefix, like C321110, OMB)• Account – The GL Account segment. (In Budget, there’s an O prefix, like O5310001
Professional Services) (That’s O, as in object code)• Program – The GL Program segment. (In Budget, there’s a PM prefix, like PM1001
Administration)• Project – The GL Program segment. (In Budget, there’s a P prefix, like P000007A, Public
Safety Facility)• Future – The GL Future segment. (In Budget, there’s a FU prefix, and one value FU0000000)• Plan Items – this has only 1 value by default, Unspecified Plan Items.
Line Item Forms
Budget Versions
BUDGET STAGES• Stage 1 (aka Baseline)
• Target
• Department Budget
• County Administration
• Proposed Budget
• Public Hearing 1
• Public Hearing 2
• Adopted Budget
Position Budgeting Dimensions• Entity – The HR Organization (Org) from the HR system. (Example, BCC:Office of
Management and Budget or BCC:Planning)• Year – The next budget year we are preparing. (In January-2013, it will be FY14)• Scenario – The segment of the budget information we are working on. (Current Year
Estimate, Proposed Budget, Decision Package1, Decision Package2)• Version – The stage of the budget that we are working on. (Baseline, Target,
Department Budget, County Administrator Budget, Proposed , Adopted)• Position – The position number from HR. Positions are assigned to an HR Org.• Job Code – The Job Code from HR. Job Codes are assigned to Positions.• Compensation Elements – These are the components of total compensation for an
employee or a position. (Salary grade, additional earnings, employer-paid benefits, employer-paid taxes)
• Budget Items – These are the components needed to define position budgets. (FTE, Status, Allocation Assignment Costing)
• Account - this contains additional information about a position, like Pay Type, Default Weekly Hours, Salary Basis, Position Type, etc.
Position Budgeting Summary
Manage Salary Grades
Other Compensation Elements
Position Details-General
Position Details-Salary Grade
Position Details-Other Earnings
Position Details-Benefits
Position Details-Allocations
Line Item Reports
Line Item Reports
Position Reports
Position Reports
Position Reports
Smartview
Key Points
• Flexible by design• Need for knowledgeable technical staff• Reports are all custom• Database design defines processing speed• Position calculations are processes• Line item roll-ups are processes
Questions and Answers