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Finit solutions getting the most out of hyperion planning - intro to the planning modules

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The document provides an overview of Finit Solutions, a consulting firm specializing in Oracle Hyperion enterprise performance management solutions. It outlines the features of Hyperion Planning modules, including workforce planning, capital asset planning, and public sector planning, highlighting their functionalities and integration capabilities. Additionally, it emphasizes Finit's achievements, customer satisfaction, and the expertise of its staff in delivering these planning solutions.

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www.finitsolutions.comwww.finitsolutions.com Getting the Most out of Hyperion Planning: Introduction to the Planning Modules October 13, 2010 Presented by Cindy Eichner The Finit Solutions Series
www.finitsolutions.comwww.finitsolutions.com About Finit Solutions The Finit Solutions Series
www.finitsolutions.com - 3 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Finit Solutions specializes in consulting services in the Oracle Hyperion Enterprise Performance Management Solutions suite of products: Finit Introduction Financial Consolidation – Financial Management (HFM) – Hyperion Enterprise – Financial Close Management – Disclosure Management Integration – Financial Data Quality Management (FDM) – Oracle Data Integrator (ODI) – Data Integration Management (DIM) – Other (EPMA, ERPi, etc) Planning and Business Intelligence – Planning – Essbase BI+ Reporting Tools – Financial Reporting – SmartView – Web Analysis – Essbase Excel Add-in
www.finitsolutions.com - 4 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Interesting Facts about Finit • Finit has been recognized by Inc. Magazine in 2008, 2009, and 2010 as one of the top 500 fastest growing private IT Services companies in the United States. Finit has also been recognized for three years straight as one of the top 100 fastest growing private companies in the greater Philadelphia area. • Finit sits on the Oracle Customer Advisory Boards (CABs) for Hyperion Financial Management (HFM), Hyperion Financial Quality Management (FDM), Hyperion Planning, and Hyperion Enterprise. The CABs are invitation-only groups of Oracle Hyperion customers and consulting partners that meet with Oracle product development and strategy teams to discuss new functionality, current issues and product roadmaps. • Finit is extremely active in the Oracle Applications User Group (OAUG ). Rob Cybulski, co- founder of Finit, is the HFM domain lead for the OAUG ‘s Special Interest Group. Jay Hampton, partner at Finit, is the FDM domain lead for the OAUG ‘s Special Interest Group • Finit will be leading several presentations at the upcoming OAUG Connection Point conference in Dallas, TX on November 16-17.
www.finitsolutions.com - 5 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules We take client service very seriously. Our client service approach has led to 100% customer satisfaction for every Finit client (approximately 130.) Finit’s Client Service
www.finitsolutions.com - 6 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Some Finit Clients
www.finitsolutions.com - 7 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Cindy Eichner ceichner@finitsolutions.com • Director Planning & Business Intelligence • Over 25 years experience in delivering information systems • Has been designing and implementing Hyperion tools for over 13 years • Specializes in Planning and Essbase implementations, enhancements, performance tuning and conversions • Oracle Hyperion Certified Consultant About the Presenter
www.finitsolutions.com - 8 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules How to Ask a Question
www.finitsolutions.comwww.finitsolutions.com Purpose of the Webinar The Finit Solutions Series
www.finitsolutions.com - 10 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules • Main features and functionality of the Hyperion Planning modules: –Workforce Planning –Capital Asset Planning –Public Sector Planning and Budgeting Purpose of this Session
www.finitsolutions.comwww.finitsolutions.com Hyperion Planning Modules The Finit Solutions Series
www.finitsolutions.com - 12 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Pre-packaged solutions including • Data Forms (and composite Data Forms) • Accounts • Other dimensions and members • Member formulas • Smart Lists • Menus • Business Rules Hyperion Planning Modules
www.finitsolutions.com - 13 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules • Each module creates a separate Plan Type in the application • Workforce Planning and Capital Asset Planning may both exist in one application • Public Sector Planning and Budgeting may not exist in the same application with Workforce Planning or Capital Asset Planning • Each module may be customized for unique organizational needs Hyperion Planning Modules
www.finitsolutions.com - 14 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules • The modules integrate with other applications such as EPMA and DIM • Data forms may be accessed both online and offline using Oracle Hyperion SmartView • Each module integrates with Planning data for reconciliation, forecasting, and reporting Hyperion Planning Modules, continued
www.finitsolutions.comwww.finitsolutions.com Workforce Planning The Finit Solutions Series
www.finitsolutions.com - 16 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Workforce Planning Key Functionality • Provides corporations with a tool to model future headcount and related expenses • Calculates workforce-related expenses, including – Headcount – Payroll – Salary – Taxes – Healthcare benefits • Includes employee transfer functionality
www.finitsolutions.com - 17 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Workforce Planning Key Functionality, continued • Includes event-based activities, such as new hires, that trigger employee related expenses • Direct and indirect costs incurred by employees, such as health care, equipment, and taxes • Simple and complex calculations - based on drivers
www.finitsolutions.com - 18 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Workforce Planning Predefined Accounts FUTA Rate Input FUTA Cap Input Medicare Rate Input WFP-Assumptions Employee Properties Employee Type Pay Type FT/PT FTE Merit Month Start Month Position Grade Tax Region Health Plan Action Status Performance Salary Basis CompensationAssumptions Target Rate Market Adjustment Salary Rate Hours per week Annual Salary Annual Overtime Differential % Merit Target % Rec. Merit % Override Merit % Bonus Basis Input Bonus Basis Rec. Bonus % Override Bonus % Bonus % Bonus Adjustment $ Merit Adjustment % Merit Adjustment % Cum Adjusted Annual Salary Adjusted Annual Salary (Prior) Turnover % Tax Rate Assumptions SSTax Rate1 SSTax Rate2 SSTax Cap SUI Rate SUI Cap FUTA Rate FUTA Cap Medicare Rate Total Headcount Department Headcount Total Regular Headcount Regular Headcount Departed Headcount LOA Headcount Maternity Headcount On Sabbatical Headcount Turnover Headcount Adjustment Contractor Headcount Temporary Headcount Other Headcount Total FTE Regular FTE Contractor FTE Temporary FTE Other FTE Employee Expenses Total Compensation Total Salary Adjusted Salary Salary Merit Overtime Bonus Sign On Bonus Commissions Health Care Costs Severance Other Compensation Turnover Adjustment Taxes Social Security Tax Medicare SUI FUTA Employee Related Expenses Training Travel Telephone Office Supplies Departure Costs Miscellaneous Total Employee Capital Purchases Hardware Software Furniture New Hire Related Expenses Recruiting Relocation YTD Accounts FYTD Total Salary FYTD Total Salary (Prior) CYTD Total Salary CYTD Total Salary (Prior) CYTD Sign On Bonus
www.finitsolutions.com - 19 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Workforce Planning Dimensions • Standard set of dimensions • May use Workforce Planning “out of the box” components as the building blocks to a custom solution
www.finitsolutions.com - 20 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules • Pre-packaged forms and calculations to make salary, payroll load, and headcount related expense load easy with “out of the box” functionality • Customization allows for individual business needs Workforce Planning Forms
www.finitsolutions.com - 21 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules • Employee Type, FTE, Position, Tax Region, Health Plan and Salary are “out of the box” selections which can be expanded • Security controls the display of employees Workforce Planning Forms, continued
www.finitsolutions.com - 22 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules • Various status types for employees may be managed while calculations and drivers determine the financial impact • Use this information to help determine FTE and contractor backfill needs Workforce Planning Forms, continued
www.finitsolutions.com - 23 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules • Manage and review all employee related expenses at the employee level • Whether to input data or to review the impact of drivers at the employee level, a single point of review and adjustment is available Workforce Planning Forms, continued
www.finitsolutions.com - 24 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules • Forms are provided to allow for different ways of thinking about the planning process • The user may want to review all employee related expenses by employee (as in the previous slide) or by account Workforce Planning Forms, continued
www.finitsolutions.com - 25 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules • Forms are provided that allow for the input of new employees and their specific expense load • As with the entire solution, the security layer allows the user to only see those new hires for cost centers / entities for which he has access Workforce Planning Forms, continued
www.finitsolutions.com - 26 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules • It is possible to forecast the various impacts of employee reviews and merit awards expectations Workforce Planning Forms, continued
www.finitsolutions.com - 27 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules • The Employee Expenses Summary form allows for the review and fine tuning of expenses and the status for existing and new employees Workforce Planning Forms, continued
www.finitsolutions.com - 28 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules • Web forms allow the user to look at expenses by employee on a line item by line item basis or by employees across all line items • The user can choose how best to review the business Workforce Planning Forms, continued
www.finitsolutions.com - 29 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules • There are many views available “out of the box” Workforce Planning Forms, continued
www.finitsolutions.com - 30 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Workforce Planning Implementation Considerations • Model is based on a 12-month calendar • Default calculations support a single year; may be modified to support multiple years • Some member formulas, such as spreading, rely on a monthly calendar; if the application uses custom time periods, the formulas need to be modified to support those time periods
www.finitsolutions.com - 31 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Workforce Planning Customization • “Out of the Box” building blocks • Calculations for expense items like FICA, FUTA , SUTA come prepackaged with the solution • New items (for example, unions) require new calculations • Adding more dimensions requires updating forms and business rules to include the additional dimensions
www.finitsolutions.com - 32 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Workforce Planning Customization, continued • For example, the pre-packaged calculation to transfer employees would have to be updated for additional dimensionality; all the logic is provided • Shown is the pre-packaged transfer business rule; the implementation team can further performance tune this and all other pre-packaged calculations depending on the number of dimensions and employees the solution requires
www.finitsolutions.comwww.finitsolutions.com Capital Asset Planning The Finit Solutions Series
www.finitsolutions.com - 34 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Capital Asset Planning Key Functionality • Assists with creating capital expense plans and submitting them for approval • Allows timing and cost adjustment to capital expenses • Establishes global assumptions for each asset class and sets calculation drivers • Provides communication and notification to ensure a smooth and efficient request and approval process
www.finitsolutions.com - 35 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Capital Asset Planning Key Functionality, continued • Includes scenario simulation, enabling accurate prediction of the impact of capital expense plans on cash flow, profit, and loss • Driver-based calculations to assess the impact of changes and additions on profit, cash flow, and funding • Includes asset transfers, facilitating effective and efficient asset utilization across departments • Enables customizing the planning process to meet the needs of global enterprises
www.finitsolutions.com - 36 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Capital Asset Planning Key Functionality, continued • Predefined, “Out of the Box”: – Data forms – Composite data forms – Accounts – Asset classes – Line items – Member formulas – Smart Lists – Menus – Business Rules
www.finitsolutions.com - 37 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Capital Asset Planning Predefined Accounts Assets Property, Plant and Equipment Net Property, Plant and Equipment Gross Accumulated Depreciation Intangible Assets, Net Intangible Assets - Indefinite Intangible Assets Finite, Net Intangible Assets Finite, Gross Accumulated Amortization Liabilities Long Term Debt Asset Retirement Liability Capital Reserve Cash Flows Net Cash Flows Cash Outflow from Capital Additions Cash Inflow from Funding Proceeds from Sale of Property, Plant and Equipment Proceeds from Sale of Intangibles Expenses (Capital) Fixed Assets Related Expenses Insurance Maintenance Repairs Other Operational Costs Depreciation Amortization Loss/(Gain) on Sale of Property, Plant and Equipment Loss/(Gain) on Sale of Intangibles Impairmentof Assets Retirement Expenses Capital Assumptions Capital Driver Assumptions Useful Life (in Years) Depreciation Method Depreciation Convention Cash Flow Incidence Funding % Funding Incidence Insurance % Repairs % Maintenance % Amortization Method Depreciation Rate Asset Properties Asset ID Asset Description CAR No. UOM Purchase Reason Code Justification Priority Physical Location Asset Control Properties Asset Status Purchase Date Retirement Date Delayed Start Date In Service Date Reason delayed Premature End Date Reason ended ImpairmentOption ImpairmentDate1 ImpairmentFair Value1 ImpairmentDate2 ImpairmentFair Value2 Freight Installation Salvage Salvage Input Sale Value AcquisitionCosts Additional Charges Retirement Costs Retirement Options Retirement Obligation Partial Capitalize % Taxes % Cash Flow Allocator Funding Allocator Capital Expenditure Basic Cost Asset Units Asset Rate Cal TP-Index Fiscal TP-Index NumPeriods YR-Index TP-Date First Date Spread_Average Spread_Balance Spread_First Spread_Flow Spread_445 Spread_454 Spread_544 Spread_Actual_365 Spread_Actual_Actual Unreconciled Transfers TransferInCount TransferOutCount
www.finitsolutions.com - 38 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Capital Asset Planning Dimensions • Standard set of dimensions • The “out of the box” outline allows an organization to very quickly be up and running with this module
www.finitsolutions.com - 39 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Capital Asset Planning Forms • Provides an intuitive way of setting Global Assumptions for the various Asset Classes within an organization
www.finitsolutions.com - 40 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Capital Asset Planning Forms, continued • Allows for the addition of a new CapEx request by Asset Class • Provides the same capabilities for tangible and intangible assets
www.finitsolutions.com - 41 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Capital Asset Planning Forms, continued • Review all of existing assets by asset class and look at the finances and statistics surrounding that asset
www.finitsolutions.com - 42 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Capital Asset Planning Forms, continued • Review unspecified CapEx requests by Asset Class and Accounts • Same capabilities exist for tangible and intangible assets
www.finitsolutions.com - 43 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Capital Asset Planning Forms, continued • The system provides separate summary forms to review tangible and intangible CapEx • Approval and Rejection capabilities are available
www.finitsolutions.com - 44 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Capital Asset Planning Forms, continued • Capability to review items within Asset Classes • These items make up the inventory of assets. For example, all Cars in the company fleet
www.finitsolutions.com - 45 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Capital Asset Planning Forms, continued • Financial impact forms are available to review P&L, Cash Flow, Depreciation and Amortization
www.finitsolutions.com - 46 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Capital Asset Planning Implementation Considerations • Based on a 12–month calendar; it is not a weekly model • For multi-currency applications, depreciation calculations use the base currency for the entity member calculated; if the currency override option is in effect, depreciation calculations use the currency of the entered value • Users can make up to three improvements for each existing asset. To add additional improvements, the administrator must add the appropriate “IM n” members
www.finitsolutions.com - 47 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Capital Asset Planning Implementation Considerations, continued • A set of pre-defined calculations facilitate the implementation process for this module
www.finitsolutions.com - 48 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Capital Asset Planning Customization • Customization options include: – Adding Asset Classes – Adding Custom Fields – Changing Cash Flow Staggered Allocations – Adding Retirement Options for New Assets – Changing Labels – Showing Hidden Fields – Adding a Project Dimension – Data Forms, Smart Lists, Menus, Business Rules
www.finitsolutions.comwww.finitsolutions.com Public Sector Planning and Budgeting The Finit Solutions Series
www.finitsolutions.com - 50 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Public Sector Planning and Budgeting • Newly available with Fusion 11.1.2 • Manages position data such as department or organization, job code, position type (for example, shared or pooled), status, and other compensation details • Manages employee-related data such as department, salary (annual or hourly), salary grade, benefits, FTE, location, status, employer- paid taxes, and union information
www.finitsolutions.com - 51 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Public Sector Planning and Budgeting, continued • Enables allocating budget amounts to different programs, projects, or other chart of account dimensions • Integrates with Human Resource Management Systems and General Ledgers • Allows for the setting of constraints and validating the data against them • Handles overrides with comprehensive audit trails to ensure accuracy
www.finitsolutions.com - 52 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Public Sector Planning and Budgeting, continued • Enables integrating and aggregating position budgets into operating expense budgets • Supports mass updates and defaults based on changes to HRMS salary and other structures • Enables budget managers to prepare, distribute, review, and approve budgets that use organizationally defined time frames, account codes, and data field combinations. • Includes date-driven calculation logic for the entire organization
www.finitsolutions.com - 53 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Public Sector Planning and Budgeting, continued Creating detailed budget books and reports is a critical requirement in public sector and higher education organizations: • This module enables organizations to use the extensive features of Oracle Hyperion Financial Reporting with numerous public sector-related enhancements for creating highly formatted books. Budget details can be captured during budget preparation and subsequently published in books for offline approval and statutory reporting purposes. • Planners can upload supporting text information for a budget request and then use that information in budget publications.
www.finitsolutions.com - 54 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Public Sector Planning and Budgeting Implementation Considerations • Supports only month-based calendars; i.e. no Quarters or Custom when specifying the calendar • Budget Detail options: – Position and Employee – Position – Employee
www.finitsolutions.comwww.finitsolutions.com Questions & Answers The Finit Solutions Series
www.finitsolutions.comwww.finitsolutions.com Future Webinars and Contact Information The Finit Solutions Series
www.finitsolutions.com - 57 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Getting the Most out of Essbase: Overview of Essbase 11.1.2 On November 17, you will learn about new features and functionality in Essbase 11.1.2. Getting the Most out of HFM: Process Management and Phased Submissions On December 15, you will learn about process management and phased submissions in HFM. To register, or to view past sessions, go to: www.finitsolutions.com/Insights_Webcast.html Upcoming Webinars
www.finitsolutions.com - 58 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Questions? Email us for a copy of the slides or a link to the recording Finit Contacts Cindy Eichner ceichner@finitsolutions.com 302.834.8722 Ed DeLise edelise@finitsolutions.com 678.296.3611 Joe Mizerk jmizerk@finitsolutions.com 919.349.5029 insights@finitsolutions.com

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Finit solutions getting the most out of hyperion planning - intro to the planning modules

  • 1. www.finitsolutions.comwww.finitsolutions.com Getting the Most out of Hyperion Planning: Introduction to the Planning Modules October 13, 2010 Presented by Cindy Eichner The Finit Solutions Series
  • 3. www.finitsolutions.com - 3 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Finit Solutions specializes in consulting services in the Oracle Hyperion Enterprise Performance Management Solutions suite of products: Finit Introduction Financial Consolidation – Financial Management (HFM) – Hyperion Enterprise – Financial Close Management – Disclosure Management Integration – Financial Data Quality Management (FDM) – Oracle Data Integrator (ODI) – Data Integration Management (DIM) – Other (EPMA, ERPi, etc) Planning and Business Intelligence – Planning – Essbase BI+ Reporting Tools – Financial Reporting – SmartView – Web Analysis – Essbase Excel Add-in
  • 4. www.finitsolutions.com - 4 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Interesting Facts about Finit • Finit has been recognized by Inc. Magazine in 2008, 2009, and 2010 as one of the top 500 fastest growing private IT Services companies in the United States. Finit has also been recognized for three years straight as one of the top 100 fastest growing private companies in the greater Philadelphia area. • Finit sits on the Oracle Customer Advisory Boards (CABs) for Hyperion Financial Management (HFM), Hyperion Financial Quality Management (FDM), Hyperion Planning, and Hyperion Enterprise. The CABs are invitation-only groups of Oracle Hyperion customers and consulting partners that meet with Oracle product development and strategy teams to discuss new functionality, current issues and product roadmaps. • Finit is extremely active in the Oracle Applications User Group (OAUG ). Rob Cybulski, co- founder of Finit, is the HFM domain lead for the OAUG ‘s Special Interest Group. Jay Hampton, partner at Finit, is the FDM domain lead for the OAUG ‘s Special Interest Group • Finit will be leading several presentations at the upcoming OAUG Connection Point conference in Dallas, TX on November 16-17.
  • 5. www.finitsolutions.com - 5 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules We take client service very seriously. Our client service approach has led to 100% customer satisfaction for every Finit client (approximately 130.) Finit’s Client Service
  • 6. www.finitsolutions.com - 6 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Some Finit Clients
  • 7. www.finitsolutions.com - 7 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Cindy Eichner ceichner@finitsolutions.com • Director Planning & Business Intelligence • Over 25 years experience in delivering information systems • Has been designing and implementing Hyperion tools for over 13 years • Specializes in Planning and Essbase implementations, enhancements, performance tuning and conversions • Oracle Hyperion Certified Consultant About the Presenter
  • 8. www.finitsolutions.com - 8 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules How to Ask a Question
  • 10. www.finitsolutions.com - 10 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules • Main features and functionality of the Hyperion Planning modules: –Workforce Planning –Capital Asset Planning –Public Sector Planning and Budgeting Purpose of this Session
  • 12. www.finitsolutions.com - 12 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Pre-packaged solutions including • Data Forms (and composite Data Forms) • Accounts • Other dimensions and members • Member formulas • Smart Lists • Menus • Business Rules Hyperion Planning Modules
  • 13. www.finitsolutions.com - 13 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules • Each module creates a separate Plan Type in the application • Workforce Planning and Capital Asset Planning may both exist in one application • Public Sector Planning and Budgeting may not exist in the same application with Workforce Planning or Capital Asset Planning • Each module may be customized for unique organizational needs Hyperion Planning Modules
  • 14. www.finitsolutions.com - 14 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules • The modules integrate with other applications such as EPMA and DIM • Data forms may be accessed both online and offline using Oracle Hyperion SmartView • Each module integrates with Planning data for reconciliation, forecasting, and reporting Hyperion Planning Modules, continued
  • 16. www.finitsolutions.com - 16 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Workforce Planning Key Functionality • Provides corporations with a tool to model future headcount and related expenses • Calculates workforce-related expenses, including – Headcount – Payroll – Salary – Taxes – Healthcare benefits • Includes employee transfer functionality
  • 17. www.finitsolutions.com - 17 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Workforce Planning Key Functionality, continued • Includes event-based activities, such as new hires, that trigger employee related expenses • Direct and indirect costs incurred by employees, such as health care, equipment, and taxes • Simple and complex calculations - based on drivers
  • 18. www.finitsolutions.com - 18 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Workforce Planning Predefined Accounts FUTA Rate Input FUTA Cap Input Medicare Rate Input WFP-Assumptions Employee Properties Employee Type Pay Type FT/PT FTE Merit Month Start Month Position Grade Tax Region Health Plan Action Status Performance Salary Basis CompensationAssumptions Target Rate Market Adjustment Salary Rate Hours per week Annual Salary Annual Overtime Differential % Merit Target % Rec. Merit % Override Merit % Bonus Basis Input Bonus Basis Rec. Bonus % Override Bonus % Bonus % Bonus Adjustment $ Merit Adjustment % Merit Adjustment % Cum Adjusted Annual Salary Adjusted Annual Salary (Prior) Turnover % Tax Rate Assumptions SSTax Rate1 SSTax Rate2 SSTax Cap SUI Rate SUI Cap FUTA Rate FUTA Cap Medicare Rate Total Headcount Department Headcount Total Regular Headcount Regular Headcount Departed Headcount LOA Headcount Maternity Headcount On Sabbatical Headcount Turnover Headcount Adjustment Contractor Headcount Temporary Headcount Other Headcount Total FTE Regular FTE Contractor FTE Temporary FTE Other FTE Employee Expenses Total Compensation Total Salary Adjusted Salary Salary Merit Overtime Bonus Sign On Bonus Commissions Health Care Costs Severance Other Compensation Turnover Adjustment Taxes Social Security Tax Medicare SUI FUTA Employee Related Expenses Training Travel Telephone Office Supplies Departure Costs Miscellaneous Total Employee Capital Purchases Hardware Software Furniture New Hire Related Expenses Recruiting Relocation YTD Accounts FYTD Total Salary FYTD Total Salary (Prior) CYTD Total Salary CYTD Total Salary (Prior) CYTD Sign On Bonus
  • 19. www.finitsolutions.com - 19 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Workforce Planning Dimensions • Standard set of dimensions • May use Workforce Planning “out of the box” components as the building blocks to a custom solution
  • 20. www.finitsolutions.com - 20 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules • Pre-packaged forms and calculations to make salary, payroll load, and headcount related expense load easy with “out of the box” functionality • Customization allows for individual business needs Workforce Planning Forms
  • 21. www.finitsolutions.com - 21 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules • Employee Type, FTE, Position, Tax Region, Health Plan and Salary are “out of the box” selections which can be expanded • Security controls the display of employees Workforce Planning Forms, continued
  • 22. www.finitsolutions.com - 22 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules • Various status types for employees may be managed while calculations and drivers determine the financial impact • Use this information to help determine FTE and contractor backfill needs Workforce Planning Forms, continued
  • 23. www.finitsolutions.com - 23 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules • Manage and review all employee related expenses at the employee level • Whether to input data or to review the impact of drivers at the employee level, a single point of review and adjustment is available Workforce Planning Forms, continued
  • 24. www.finitsolutions.com - 24 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules • Forms are provided to allow for different ways of thinking about the planning process • The user may want to review all employee related expenses by employee (as in the previous slide) or by account Workforce Planning Forms, continued
  • 25. www.finitsolutions.com - 25 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules • Forms are provided that allow for the input of new employees and their specific expense load • As with the entire solution, the security layer allows the user to only see those new hires for cost centers / entities for which he has access Workforce Planning Forms, continued
  • 26. www.finitsolutions.com - 26 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules • It is possible to forecast the various impacts of employee reviews and merit awards expectations Workforce Planning Forms, continued
  • 27. www.finitsolutions.com - 27 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules • The Employee Expenses Summary form allows for the review and fine tuning of expenses and the status for existing and new employees Workforce Planning Forms, continued
  • 28. www.finitsolutions.com - 28 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules • Web forms allow the user to look at expenses by employee on a line item by line item basis or by employees across all line items • The user can choose how best to review the business Workforce Planning Forms, continued
  • 29. www.finitsolutions.com - 29 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules • There are many views available “out of the box” Workforce Planning Forms, continued
  • 30. www.finitsolutions.com - 30 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Workforce Planning Implementation Considerations • Model is based on a 12-month calendar • Default calculations support a single year; may be modified to support multiple years • Some member formulas, such as spreading, rely on a monthly calendar; if the application uses custom time periods, the formulas need to be modified to support those time periods
  • 31. www.finitsolutions.com - 31 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Workforce Planning Customization • “Out of the Box” building blocks • Calculations for expense items like FICA, FUTA , SUTA come prepackaged with the solution • New items (for example, unions) require new calculations • Adding more dimensions requires updating forms and business rules to include the additional dimensions
  • 32. www.finitsolutions.com - 32 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Workforce Planning Customization, continued • For example, the pre-packaged calculation to transfer employees would have to be updated for additional dimensionality; all the logic is provided • Shown is the pre-packaged transfer business rule; the implementation team can further performance tune this and all other pre-packaged calculations depending on the number of dimensions and employees the solution requires
  • 34. www.finitsolutions.com - 34 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Capital Asset Planning Key Functionality • Assists with creating capital expense plans and submitting them for approval • Allows timing and cost adjustment to capital expenses • Establishes global assumptions for each asset class and sets calculation drivers • Provides communication and notification to ensure a smooth and efficient request and approval process
  • 35. www.finitsolutions.com - 35 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Capital Asset Planning Key Functionality, continued • Includes scenario simulation, enabling accurate prediction of the impact of capital expense plans on cash flow, profit, and loss • Driver-based calculations to assess the impact of changes and additions on profit, cash flow, and funding • Includes asset transfers, facilitating effective and efficient asset utilization across departments • Enables customizing the planning process to meet the needs of global enterprises
  • 36. www.finitsolutions.com - 36 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Capital Asset Planning Key Functionality, continued • Predefined, “Out of the Box”: – Data forms – Composite data forms – Accounts – Asset classes – Line items – Member formulas – Smart Lists – Menus – Business Rules
  • 37. www.finitsolutions.com - 37 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Capital Asset Planning Predefined Accounts Assets Property, Plant and Equipment Net Property, Plant and Equipment Gross Accumulated Depreciation Intangible Assets, Net Intangible Assets - Indefinite Intangible Assets Finite, Net Intangible Assets Finite, Gross Accumulated Amortization Liabilities Long Term Debt Asset Retirement Liability Capital Reserve Cash Flows Net Cash Flows Cash Outflow from Capital Additions Cash Inflow from Funding Proceeds from Sale of Property, Plant and Equipment Proceeds from Sale of Intangibles Expenses (Capital) Fixed Assets Related Expenses Insurance Maintenance Repairs Other Operational Costs Depreciation Amortization Loss/(Gain) on Sale of Property, Plant and Equipment Loss/(Gain) on Sale of Intangibles Impairmentof Assets Retirement Expenses Capital Assumptions Capital Driver Assumptions Useful Life (in Years) Depreciation Method Depreciation Convention Cash Flow Incidence Funding % Funding Incidence Insurance % Repairs % Maintenance % Amortization Method Depreciation Rate Asset Properties Asset ID Asset Description CAR No. UOM Purchase Reason Code Justification Priority Physical Location Asset Control Properties Asset Status Purchase Date Retirement Date Delayed Start Date In Service Date Reason delayed Premature End Date Reason ended ImpairmentOption ImpairmentDate1 ImpairmentFair Value1 ImpairmentDate2 ImpairmentFair Value2 Freight Installation Salvage Salvage Input Sale Value AcquisitionCosts Additional Charges Retirement Costs Retirement Options Retirement Obligation Partial Capitalize % Taxes % Cash Flow Allocator Funding Allocator Capital Expenditure Basic Cost Asset Units Asset Rate Cal TP-Index Fiscal TP-Index NumPeriods YR-Index TP-Date First Date Spread_Average Spread_Balance Spread_First Spread_Flow Spread_445 Spread_454 Spread_544 Spread_Actual_365 Spread_Actual_Actual Unreconciled Transfers TransferInCount TransferOutCount
  • 38. www.finitsolutions.com - 38 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Capital Asset Planning Dimensions • Standard set of dimensions • The “out of the box” outline allows an organization to very quickly be up and running with this module
  • 39. www.finitsolutions.com - 39 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Capital Asset Planning Forms • Provides an intuitive way of setting Global Assumptions for the various Asset Classes within an organization
  • 40. www.finitsolutions.com - 40 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Capital Asset Planning Forms, continued • Allows for the addition of a new CapEx request by Asset Class • Provides the same capabilities for tangible and intangible assets
  • 41. www.finitsolutions.com - 41 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Capital Asset Planning Forms, continued • Review all of existing assets by asset class and look at the finances and statistics surrounding that asset
  • 42. www.finitsolutions.com - 42 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Capital Asset Planning Forms, continued • Review unspecified CapEx requests by Asset Class and Accounts • Same capabilities exist for tangible and intangible assets
  • 43. www.finitsolutions.com - 43 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Capital Asset Planning Forms, continued • The system provides separate summary forms to review tangible and intangible CapEx • Approval and Rejection capabilities are available
  • 44. www.finitsolutions.com - 44 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Capital Asset Planning Forms, continued • Capability to review items within Asset Classes • These items make up the inventory of assets. For example, all Cars in the company fleet
  • 45. www.finitsolutions.com - 45 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Capital Asset Planning Forms, continued • Financial impact forms are available to review P&L, Cash Flow, Depreciation and Amortization
  • 46. www.finitsolutions.com - 46 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Capital Asset Planning Implementation Considerations • Based on a 12–month calendar; it is not a weekly model • For multi-currency applications, depreciation calculations use the base currency for the entity member calculated; if the currency override option is in effect, depreciation calculations use the currency of the entered value • Users can make up to three improvements for each existing asset. To add additional improvements, the administrator must add the appropriate “IM n” members
  • 47. www.finitsolutions.com - 47 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Capital Asset Planning Implementation Considerations, continued • A set of pre-defined calculations facilitate the implementation process for this module
  • 48. www.finitsolutions.com - 48 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Capital Asset Planning Customization • Customization options include: – Adding Asset Classes – Adding Custom Fields – Changing Cash Flow Staggered Allocations – Adding Retirement Options for New Assets – Changing Labels – Showing Hidden Fields – Adding a Project Dimension – Data Forms, Smart Lists, Menus, Business Rules
  • 50. www.finitsolutions.com - 50 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Public Sector Planning and Budgeting • Newly available with Fusion 11.1.2 • Manages position data such as department or organization, job code, position type (for example, shared or pooled), status, and other compensation details • Manages employee-related data such as department, salary (annual or hourly), salary grade, benefits, FTE, location, status, employer- paid taxes, and union information
  • 51. www.finitsolutions.com - 51 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Public Sector Planning and Budgeting, continued • Enables allocating budget amounts to different programs, projects, or other chart of account dimensions • Integrates with Human Resource Management Systems and General Ledgers • Allows for the setting of constraints and validating the data against them • Handles overrides with comprehensive audit trails to ensure accuracy
  • 52. www.finitsolutions.com - 52 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Public Sector Planning and Budgeting, continued • Enables integrating and aggregating position budgets into operating expense budgets • Supports mass updates and defaults based on changes to HRMS salary and other structures • Enables budget managers to prepare, distribute, review, and approve budgets that use organizationally defined time frames, account codes, and data field combinations. • Includes date-driven calculation logic for the entire organization
  • 53. www.finitsolutions.com - 53 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Public Sector Planning and Budgeting, continued Creating detailed budget books and reports is a critical requirement in public sector and higher education organizations: • This module enables organizations to use the extensive features of Oracle Hyperion Financial Reporting with numerous public sector-related enhancements for creating highly formatted books. Budget details can be captured during budget preparation and subsequently published in books for offline approval and statutory reporting purposes. • Planners can upload supporting text information for a budget request and then use that information in budget publications.
  • 54. www.finitsolutions.com - 54 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Public Sector Planning and Budgeting Implementation Considerations • Supports only month-based calendars; i.e. no Quarters or Custom when specifying the calendar • Budget Detail options: – Position and Employee – Position – Employee
  • 57. www.finitsolutions.com - 57 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Getting the Most out of Essbase: Overview of Essbase 11.1.2 On November 17, you will learn about new features and functionality in Essbase 11.1.2. Getting the Most out of HFM: Process Management and Phased Submissions On December 15, you will learn about process management and phased submissions in HFM. To register, or to view past sessions, go to: www.finitsolutions.com/Insights_Webcast.html Upcoming Webinars
  • 58. www.finitsolutions.com - 58 - The Finit Solutions Series Getting the Most out of Hyperion Planning: Introduction to the Planning Modules Questions? Email us for a copy of the slides or a link to the recording Finit Contacts Cindy Eichner ceichner@finitsolutions.com 302.834.8722 Ed DeLise edelise@finitsolutions.com 678.296.3611 Joe Mizerk jmizerk@finitsolutions.com 919.349.5029 insights@finitsolutions.com