Planning & Budgeting

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28 Οκτ 2013 (πριν από 3 χρόνια και 9 μήνες)

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Hyperion

Planning &
Budgeting

11.1.2.2


https://
hypprd.co.pinellas.fl.us/workspace/index.jsp

fy13

http://
hyperion.pinellas.local:19000/workspace/index.jsp fy14

http://
opusapp4.co.pinellas.fl.us:9704/analytics/saw.dll?bieehome&startPage=1



Linda Benoit

Pinellas 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

Business

Intelligence

&

Reporting

Oracle Human Resources

Manager Self

-

Service

Employee Self

-

Service

General Ledger Integration

Oracle General Ledger

Oracle

Financials

Oracle

General

Ledger

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
E
lements

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