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Hyperion Planning (Preliminary Budget)
Created on 6/5/2017 4:21:00 PM
Training Guide
Page i
Table of Contents Hyperion Planning (Preliminary Budget) .................................................................... 1
Hyperion Operating Budget ..................................................................................... 1 Task List Functions .................................................................................................................. 1
Navigating the My Task List ................................................................................................................ 1 User Preferences ..................................................................................................................... 7
Selecting Relevant Entities on the User POV ..................................................................................... 7 Viewing and Saving User Variable Options....................................................................................... 11 Updating the Alias Setting ................................................................................................................. 18
CCG Package Overview ........................................................................................................ 22 Reviewing the Training Manual ......................................................................................................... 22 Reviewing the "What's New" document ............................................................................................ 24 Accessing the Budget Book .............................................................................................................. 28 Accessing the Online Compensation Schedule ................................................................................ 31
Preliminary Budgeting ............................................................................................................ 35 Entering Year End Estimate and Preliminary Budget ........................................................................ 35 Rounding Budget Dollars .................................................................................................................. 38
Department Request Budgeting ............................................................................................. 42 Reviewing Targets ............................................................................................................................ 42 Adding a Revenue Account............................................................................................................... 45 Modifying an Expense Account ......................................................................................................... 52 Adding an Expense Account ............................................................................................................. 57 Transferring Budget Dollars .............................................................................................................. 65 Requesting Overtime ........................................................................................................................ 74 Adjusting Expense Budget via Entity by Percentage ........................................................................ 77 Running Budget Request Reports and Exporting to Excel ................................................................ 81
Grants Budgeting ................................................................................................................... 86 Reviewing Grant Summary ............................................................................................................... 86 Running Grant Summary Reports ..................................................................................................... 88 Entering Funding By Grant................................................................................................................ 90 Modifying a Grant Expense ............................................................................................................... 94 Allocating a Percentage of a Position to a Grant ............................................................................... 98
Workflow Promote Process .................................................................................................. 103 Promoting the Budget for Review ................................................................................................... 103 Approving the Budget (DBMS) ........................................................................................................ 111
Training Guide
Page 1
Hyperion Planning (Preliminary Budget)
Hyperion Operating Budget
Planning is a Web-based budgeting and planning solution that enables collaborative, event-based, operational planning processes throughout the organization for a wide range of financial and operational needs.
Task List Functions
Navigating the My Task List
Learning Objective: In this topic you will learn how to navigate the My Task List.
In Workspace, a task list contains items and tasks that you use frequently.
Upon completion of this topic you will be able to:
Navigate the My Task List
Procedure This topic will cover: - Navigating the My Task List Estimated time to complete this topic: 3 minutes
Step Action
1. Upon first login, the panes on the Hyperion landing page may appear full compared to this example. You will see CCGPlan as one of the applications in the Quick Links section. You may see a variation of Planning applications with a title of, "CCGPlan1". However,"CCGPlan" will be what you will need to access. As you begin working in the system, the Recently Opened pane will display those applications and tasks you worked on recently.
Training Guide
Page 2
Step Action
2. The menus that are displayed depend on the settings, access permissions and associated business rules, and where you are within the system. Begin by navigating to the CCGPlan application. Click the Navigate menu.
3. Click the Applications menu.
4. Click the Planning button.
5. Click the CCGPlan menu.
Training Guide
Page 3
Step Action
6. The application is open, and the CCGPlan page is displayed. The Task List is the budget process divided into phases. Under the My Task List menu, click the Expand link for Position Budget Preparation.
7. The list of tasks for Position Budget Preparation is displayed. For the CCG Package Overview folder, click the Expand button.
8. The list of tasks for the CCG Package Overview folder is displayed. Clicking on other folders will open the tasks for each of those folders as well. For the CCG Preliminary Budget folder, click the Expand button.
9. Position Budget Preparation is the phase where the department performs the position budget. This area is used to manage the positions, assignments, and all other detailed data relevant to position budgeting.
Training Guide
Page 4
Step Action
10. CCG Package Review contains information used to communicate with the users. Training materials and news communications will be accessible in this section of the Task List.
11. CCG Preliminary Budget phase is a high level overview. It is a snapshot on the status for the current year. The Preliminary Forecast is then input into they system.
12. For the CCG Department Request Budget folder, click the Expand button.
13. CCG Department Request Budget contains a longer list of tasks relevant to Reviewing Targets, Grants, funds transfers, and overtime requests. The Departments will do an overview of the Preliminary Budget and complete department requests based off of that budget.
14. As you complete tasks within the Task List, you can mark them as completed to better track progress. This step is optional. The pie chart on the center of the page shows the status of all Task List items related to the selected section.
15. Next, we will run an example to display the changes in completed status in the pie chart. Click the 2.0 - Revenue link.
Training Guide
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Step Action
16. The Task - 2.0 - Revenue page is displayed. To the right of the Revenue tab is a Task Instructions tab. Click the Task Instructions tab.
17. The Task Instructions page is displayed. Task Instructions guide you in preparing budget data for a particular task. You will see this tab on the landing page of each task.
18. Click the Task - 2.0 - Revenue tab.
19. Once this task is done, in the lower right corner, click the Complete option.
20. The completed task will display a clipboard icon with a green checkmark..
21. Click the Next Incomplete button to move to the next incomplete task to be completed.
Training Guide
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Step Action
22. Clicking the Next Incomplete button will move you to the next incomplete task that needs to be completed. Clicking the Next button will move you to the next task (whether completed or not) in the Task List. Click the Next button.
23. The Task - 3.0 - Expense page is displayed. Click the Task List Home button to return to the Task List Status page.
24. The Task List Status page is displayed. From the Task List Status page, you can see updates, view instructions and take actions for any of the tasks within a section.
25. This topic covered: - Navigating the My Task List End of Procedure.
Training Guide
Page 7
User Preferences
Selecting Relevant Entities on the User POV
Learning Objective: In this topic you will learn how to select relevant entities on the User Point of View (POV).
Upon completion of this topic you will be able to:
Select Relevant Entities on the User Point of View (POV)
This topic will cover: - Selecting relevant entities on the user point of view Estimated time to complete this topic: 3 minutes
Step Action
1. After logging on with your username and password, the Oracle Hyperion Home Page is displayed. Begin by navigating to the CCGPlan application. Click the Navigate button.
Training Guide
Page 8
Step Action
2. Click the Applications menu.
3. Click the Planning menu.
4. Click the CCGPlan menu.
Step Action
5. The CCGPlan page is displayed. Click the File menu.
6. Click the Preferences... link.
Training Guide
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Step Action
7. The Preferences window is displayed. Click the Financial Reporting button.
8. Ensure that the User Point of View is selected to On. Note: If the User Point of View is set to "Off", the forms will default to a specific entity. If that entity is one that you do not have full access to, you will receive a generic error within the forms.
9. Click the Setup Members... button.
10. The Setup User POV window is displayed. You can accept the default data source (a.k.a. database connection) or you can select another data source. Click the Database Connection list.
11. The list of available data sources is displayed. From here you can select the relevant database. Since we are working in CCGPlan, we will accept the default, "CCG_Plan1" data source. Click the CCG_Plan1 list item.
12. Refreshing the database will display the dimensions used. Click the Refresh button.
13. The Dimension items and Member Choices are now displayed. To change what member labels and dimension labels are displayed, click the Member Selection Displays list.
Training Guide
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Step Action
14. The Member Selection Displays options are listed. Selecting the "Only Members I Can Access" option will limit the amount of data you need to review and/or maintain. Click the Only Members I Can Access list item.
15. Clicking the Apply button will save your selections. Click the Apply (N) button.
16. Your selection is displayed. Click the OK button.
17. Click the OK button.
18. This topic covered: - Selecting relevant entities on the user point of view End of Procedure.
Training Guide
Page 11
Viewing and Saving User Variable Options
Learning Objective: In this topic you will learn how to view and save the user Planning preferences.
Upon completion of this topic you will be able to:
View and Save the User Planning Preferences
This topic will cover: - Viewing and saving user Planning preferences Estimated time to complete this topic: 3 minutes
Step Action
1. After logging on with your username and password, the Oracle Hyperion Home Page is displayed. Begin by navigating to the CCGPlan application. Click the Navigate menu.
Training Guide
Page 12
Step Action
2. Click the Applications menu.
3. Click the Planning menu.
4. Click the CCGPlan menu.
Step Action
5. The CCGPlan page is displayed. Click the Preferences link.
Training Guide
Page 13
Step Action
6. The User Preferences page is displayed. To set user variable options for the Planning application, click the User Variable Options tab.
7. The User Variable Options tab is displayed. Note: User variables act as filters in forms, enabling planners to focus only on certain members, such as a department. Upon first login, before you can associate a user variable with a form, you must create the user variable. When you create forms with user variables, planners must first select values in preferences for the variable before opening forms.
Training Guide
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Step Action
8. The current member information displayed can be updated or changed. Click the Scenario menu.
9. The Member Selection window for the Scenario is displayed. You can change the scenario by clicking on one and then clicking the Add button to move the scenario to the right hand column. In this example, we will accept the default selection. Click the OK button.
10. Click the Version menu.
Training Guide
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Step Action
11. The Member Selection window is displayed for the Version of the budget. You could select any other version and add it to the right hand column. In this example, we will accept the default selection. Click the OK button.
12. Click the Year menu.
13. The Member Selection window for the Year is displayed. You could select any other year and add it to the right hand column. In this example, we will accept the default selection. Click the OK button.
14. Click the Grant menu.
15. The Member Selection window for Grant is displayed. You could select any grant and add it to the right hand column. In this example, we will accept the default selection of, "No Grant". Click the OK button.
Training Guide
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Step Action
16. In this example, accept the default values for the selected members. Click the Save button.
Training Guide
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Step Action
17. The default values will be applied for use in your Task List. Click the OK button to acknowledge the confirmation.
18. This topic covered: - Viewing and saving user Planning preferences End of Procedure.
Training Guide
Page 18
Updating the Alias Setting
Learning Objective: In this topic you will learn how to update the Alias setting.
Upon completion of this topic you will be able to:
Update the Alias Setting
This topic will cover: - Updating the Alias setting Estimated time to complete this topic: 2 minutes
Step Action
1. After logging on with your username and password, the Oracle Hyperion Home Page is displayed. Begin by navigating to the CCGPlan application. Click the Navigate menu.
Training Guide
Page 19
Step Action
2. Click the Applications menu.
3. Click the Planning menu.
4. Click the CCGPlan list item.
Step Action
5. The CCGPlan page is displayed. Click the Preferences link.
Training Guide
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Step Action
6. The User Preferences page is displayed. Note: For Planning, the Alias dimension (or, table) is required to support languages. You can select a default alias table for the application. Users can set preferences for which a set of aliases (stored in an alias table) is used for displaying member and dimension names.
7. Note: To make dimensions and members more easily recognizable, administrators can assign alternate descriptive names called, "Aliases". They can assign these aliases to Account, Entity, Currency, Scenario, Period, Version, Year, and user-defined dimensions and members. If they do, you can select which set of aliases to use for displaying dimension and member names.
Step Action
8. Check the Use Application Default option.
Training Guide
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Step Action
9. The settings have been updated. Click the Save button.
10. The Preferences have been saved. Click the OK button to acknowledge the confirmation.
11. This topic covered: - Updating the Alias setting End of Procedure.
Training Guide
Page 22
CCG Package Overview
Reviewing the Training Manual
Learning Objective: In this topic you will learn how to review the training manual.
Upon completion of this topic you will be able to:
Review the Training Manual
This topic will cover: - Reviewing the training manual Estimated time to complete this topic: 2 minutes
Step Action
1. After logging on with your username and password, the Oracle Hyperion Home Page is displayed. Begin by navigating to the CCGPlan application. Click the Navigate menu.
Training Guide
Page 23
Step Action
2. Click the Applications menu.
3. Click the Planning menu.
4. Click the CCGPlan menu.
5. The CCGPlan page is displayed. Click the My Task List folder in the View pane.
6. The Task List Status page is displayed. Click the Expand link for CCG Package Overview.
7. Click the 1.0 - Review Training Manual link.
8. The Budget Request (BR) Web Application User Manual opens in a new tab.
9. This topic covered: - Reviewing the training manual End of Procedure.
Training Guide
Page 24
Reviewing the "What's New" document
Learning Objective: In this topic you will learn how to review the "What's New" budget document.
Upon completion of this topic you will be able to:
Review the "What's New" budget document
This topic will cover: - Reviewing the "What's New" document Estimated time to complete this topic: 2 minutes
Step Action
1. After logging on with your username and password, the Oracle Hyperion Home Page is displayed. Begin by navigating to the CCGPlan application. Click the Navigate menu.
Training Guide
Page 25
Step Action
2. Click the Applications menu.
3. Click the Planning menu.
4. Click the CCGPlan menu.
Step Action
5. The CCGPlan page is displayed. Click the My Task List menu.
Training Guide
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Step Action
6. The CCGPlan page is displayed. Under the My Task List menu, click the Expand button for CCG Package Overview.
7. Click the 2.0 - What's New task link.
Training Guide
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Step Action
8. The 2018 Budget Memo from Tanya Anthony is displayed. You can page down to see the entire 6 page letter. Press [Page Down].
9. You are now at the end of the letter.
10. This topic covered: - Reviewing the "What's New" document End of Procedure.
Training Guide
Page 28
Accessing the Budget Book
Learning Objective: In this topic you will learn how to access the Budget Book.
Upon completion of this topic you will be able to:
Access the Budget Book
This topic will cover: - Accessing the Budget Archives Estimated time to complete this topic: 2 minutes
Step Action
1. After logging on with your username and password, the Oracle Hyperion Home Page is displayed. Begin by navigating to the CCGPlan application. Click the Navigate menu.
Training Guide
Page 29
Step Action
2. Click the Applications menu.
3. Click the Planning menu.
4. Click the CCGPlan menu.
Step Action
5. The CCGPlan page is displayed. Click the My Task List menu.
Training Guide
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Step Action
6. The Task List Status page is displayed. Click the Expand link for CCG Package Overview.
7. Click the 3.0 - Budget Book link.
8. The Budget Book is displayed. You can also access the Budget Archives from this portal. Click the Budget Archives link.
9. The Budget Archive website is displayed.
10. This topic covered: - Accessing the Budget Archives End of Procedure.
Training Guide
Page 31
Accessing the Online Compensation Schedule
Learning Objective: In this topic you will learn how to access the Online Compensation Schedule.
Upon completion of this topic you will be able to:
Access the Online Compensation Schedule.
This topic will cover: - Accessing the Online Compensation Schedule Estimated time to complete this topic: 2 minutes
Step Action
1. After logging on with your username and password, the Oracle Hyperion Home Page is displayed. Begin by navigating to the CCGPlan application. Click the Navigate menu.
Training Guide
Page 32
Step Action
2. Click the Applications menu.
3. Click the Planning menu.
4. Click the CCGPlan link.
Step Action
5. The CCGPlan page is displayed. Click the My Task List menu.
Training Guide
Page 33
Step Action
6. The Task List Status page is displayed. Click the Expand button for CCG Package Overview.
Training Guide
Page 34
Step Action
7. Click the 4.0 - Compensation schedule link.
8. The Classifications and Compensation: Summary of Positions is displayed.
9. This topic covered: - Accessing the Online Compensation Schedule End of Procedure.
Training Guide
Page 35
Preliminary Budgeting
Entering Year End Estimate and Preliminary Budget
Learning Objective: In this topic you will learn how to enter year end estimate and preliminary budget.
Upon completion of this topic you will be able to:
Enter Year End Estimate and Preliminary Budget
This topic will cover: - Entering year end estimate and preliminary budget Estimated time to complete this topic: 2 minutes
Step Action
Training Guide
Page 36
Step Action
1. After logging on with your username and password, the Oracle Hyperion Home Page is displayed. Begin by navigating to the CCGPlan application. Click the Navigate menu.
2. Click the Applications menu.
3. Click the Planning menu.
4. Click the CCGPlan menu.
5. The CCGPlan page is displayed. Under the My Task List menu, select the CCG Preliminary Budget folder. Click the Expand link.
6. Click the 1.0 - Enter Year End Estimate and Preliminary Budget link.
7. The Task - 1.0 - Enter Year End Estimate and Preliminary Budget page is displayed. The 2017 Budget Estimate is pre-loaded based on current year up through April. This data may change depending on the relevant Fund and Entity selected at the top of this form. Note that Entity is verbiage for your office. The dollars loaded and entered will be used in the Preliminary Budget Book current year, and year end estimate reports.
8. Click the scrollbar to navigate to the right of the form.
9. The grey boxes display fields that you do not have access to input data. The white boxes indicate fields that are able to be edited. Fill in the desired fields to complete the estimate for FY2017.
10. Once you enter in amounts for the months of May through November, then, you enter the forecasted amounts for 2018.
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Step Action
11. After entering in the forecast amounts for 2018, enter any comments relevant for each entered account.
12. Once completed, click the Save icon.
13. The data entered has been saved. Click the OK button.
14. This topic covered: - Entering year end estimate and preliminary budget End of Procedure.
Training Guide
Page 38
Rounding Budget Dollars
Learning Objective: In this topic you will learn how to round budget dollars.
Upon completion of this topic you will be able to:
Round Budget Dollars
This topic will cover: - Rounding budget dollars Estimated time to complete this topic: 2 minutes
Step Action
1. After logging on with your username and password, the Oracle Hyperion Home Page is displayed. Begin by navigating to the CCGPlan application. Click the Navigate menu.
Training Guide
Page 39
Step Action
2. Click the Applications menu.
3. Click the Planning menu.
4. Click the CCGPlan menu.
5. The CCGPlan page is displayed. Under the My Task List menu, select the CCG Department Request Budget folder. Click the Expand link.
6. Click the 10.0 - Round Budget Dollars link.
7. The Task - 10.0 - Round Budget Dollars page is displayed. The Launch Business Rules section is also displayed. You can use business rules to calculate data. Some business rules prompt you to enter information, called a runtime prompt. After you enter required information and launch a business rule, the data is updated.
8. Click the Launch button.
9. The Runtime Prompts - Round Budget Dollars window is displayed. The Select Entity Value field may default to your entity. It depends on what tasks you performed prior to reaching this form. Click in the Select Entity field.
10. Enter the entity number into the Select Entity field. In this example, enter "E1205".
11. Click the Launch button.
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Step Action
12. The business rule ran successfully. Click the OK button.
Step Action
13. You can view how the rule has been applied. Click the 3.0 - Expense link.
Training Guide
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Step Action
14. The Task - 3.0 - Expense page is displayed. Click the 501586-Insurance Benefits cell.
15. Enter an amount with dollars and cents into the 501586-Insurance Benefits Amount field. In this example, enter "111.27".
16. Click in the Comments field.
17. Notice how the amount has changed to a whole number.
18. End of Procedure.
Training Guide
Page 42
Department Request Budgeting
Reviewing Targets
Learning Objective: In this topic you will learn how to review targets.
Upon completion of this topic you will be able to:
Review targets
This topic will cover: - Reviewing budget targets Estimated time to complete this topic: 2 minutes
Training Guide
Page 43
Step Action
1. After logging on with your username and password, the Oracle Hyperion Home Page is displayed. Begin by navigating to the CCGPlan application. Click the Navigate menu.
2. Click the Applications menu.
3. Click the Planning menu.
4. Click the CCGPlan menu.
5. The CCGPlan page is displayed. Under the My Task List menu, click the Expand button for the CCG Department Request Budget folder.
6. Click the 1.0 - Review Target link.
7. The Task - 1.0 - Review Target page is displayed. Use this form to review revenue targets and comments by fund (for a selected entity). These targets will inform you the budget limit for the selected office.
8. Click the Entity dropdown button to activate the menu.
9. Select the Entity or relevant office fund to review. In this example click the 1031 - Office Of Asset Management list item.
10. Click the Go button.
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Step Action
11. Review the revenue targets and comments (if any). Repeat these steps for any of your other Entities Click the Target Expense tab.
12. The Target Expense form is displayed with the entity we used for the revenue target. You can use the default department or select another entity. In this example, we will use the default. Click the Go button.
13. Review the expense targets and comments. Repeat these steps for any of your other Entities
14. End of Procedure.
Training Guide
Page 45
Adding a Revenue Account
Learning Objective: In this topic you will learn how to add a revenue account.
Upon completion of this topic you will be able to:
Add a Revenue Account
This topic will cover: - Adding a revenue account Estimated time to complete this topic: 4 minutes
Step Action
1. After logging on with your username and password, the Oracle Hyperion Home Page is displayed. Begin by navigating to the CCGPlan application. Click the Navigate menu.
Training Guide
Page 46
Step Action
2. Click the Applications menu.
3. Click the Planning menu.
4. Click the CCGPlan menu.
Step Action
5. The CCGPlan page is displayed. Click the My Task List menu.
Training Guide
Page 47
Step Action
6. The Task List Status page is displayed. For the CCG Department Budget Request folder, click the Expand button
7. Click the 2.0 - Revenue link.
Training Guide
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Step Action
8. The Task - 2.0 - Revenue page is displayed. Click anywhere on the form. In this example, right-click an entry in the 400060-Transfer Of Tax Receipts row.
9. Click the Add Account menu.
Training Guide
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Step Action
10. The Runtime Prompts - Add Account to Form window is displayed. To add an account, click the Member Selector link.
11. The Member Selection window is displayed. From here you could scroll down to select the appropriate account. If you know the account(s), you can just type them in and do a search for the account(s). In this example, we will do the search. Click in the Members Search field.
12. Enter all or a portion of the account number into the Members Search field. If you want to find multiple accounts, you would enter them in and separate them with a comma. In this example, enter "A401".
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Step Action
13. Click the Filtered Search icon.
14. A list of accounts beginning with, "A401" is displayed. Select an account. Click the A401195 cell.
15. You add the account to the right side of the window. Click the Add icon.
16. The account has been added to the right side. Click the Vertical scrollbar.
17. Click the OK button.
18. To add the new account, Click the Launch button.
19. The account has been added to the form. Notice how the roll up (parent account) is also added to the form. Click the OK button.
20. You can now enter data and comments for this account. Click the 2018 Budget Working Dept Request Amount cell.
21. Enter the budget amount into the 2018 Budget Working Dept Request Amount field. In this example, enter "5000".
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Step Action
22. Click in the 2018 Budget Working Dept Request Comments field.
23. The amount is displayed. Enter necessary comments into the 2018 Budget Working Dept Request Comments field. In this example, enter "projected amount".
24. The comments have been added. Click the Save button.
25. The data has been saved. Click the OK button.
26. This topic covered: - Adding a revenue account End of Procedure.
Training Guide
Page 52
Modifying an Expense Account
Learning Objective: In this topic you will learn how to modify an expense account.
Upon completion of this topic you will be able to:
Add an Modify an Expense Account
This topic will cover: - Modifying an expense account Estimated time to complete this topic: 1 minute
Step Action
1. After logging on with your username and password, the Oracle Hyperion Home Page is displayed. Begin by navigating to the CCGPlan application. Click the Navigate menu.
Training Guide
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Step Action
2. Click the Applications menu.
3. Click the Planning menu.
4. Click the CCGPlan menu.
Step Action
5. The CCGPlan page is displayed. Under the My Task List menu, select the CCG Department Request Budget folder. Click the Expand button
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Step Action
6. Click the 3.0 - Expense link.
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Step Action
7. The Task - 3.0 - Expense page is displayed. From the 3.0 - Expense task, we will modify an existing account, "501511-Mandatory Medicare Cost - Budget Entry". Double-click in the FY18 Budget - Budget Seeding Amount field for that account.
8. Enter the budget amount into the Amount field. In this example, enter "4000".
9. Click in the Comments field.
10. Enter the appropriate comments into the Comments field. In this example, enter "Comments relevant to change".
Step Action
11. Click the Save button.
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Step Action
12. The changes have been saved. Click the OK button.
13. End of Procedure.
Training Guide
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Adding an Expense Account
Learning Objective: In this topic you will learn how to modify an expense account.
Upon completion of this topic you will be able to:
Add an Modify an Expense Account
This topic will cover: - Adding an expense account Estimated time to complete this topic: 3 minutes
Step Action
1. After logging on with your username and password, the Oracle Hyperion Home Page is displayed. Begin by navigating to the CCGPlan application. Click the Navigate menu.
Training Guide
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Step Action
2. Click the Applications menu.
3. Click the Planning menu.
4. Click the CCGPlan link.
Training Guide
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Step Action
5. The CCGPlan page is displayed. For the CCG Department Request Budget, click the Expand button.
6. Click the 3.0 - Expense link.
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Step Action
7. The Task - 3.0 - Expense page is displayed. Right click anywhere on the form. In this example, right-click on the 501585-Insurance Benfits row.
8. A pop-up menu is displayed. Click the Add Account link.
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Step Action
9. The Runtime Prompts - Add Account to Form window is displayed. To add an account, click the Member Selector link.
10. The Member Selection window is displayed. From here you could scroll down to select the appropriate account. If you know the account(s), you can just type them in and do a search for the account(s). In this example, we will do the search. Click in the Members Search field.
11. Enter all or a portion of the account number into the Members Search field. If you want to find multiple accounts, you would enter them in and separate them with a comma. In this example, enter "A501541".
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Step Action
12. Click the Filtered Search icon.
13. The account is displayed on the left side of the window. Select the account. Click the A501541 cell.
14. You add the account to the right side of the window. Click the Add icon.
15. The account has been added to the right side. Click the Vertical scrollbar.
16. Click the OK button.
17. To add the new account, click the Launch button.
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Step Action
18. The account has been added to the form. Notice how the roll up (parent account) is also added to the form. Click the OK button.
19. You can now enter data and comments for this account. Click the 2018 Budget Working Dept Request Amount cell.
20. Enter the budget amount into the 2018 Budget Working Dept Request Amount field. In this example, enter "1000".
21. Click in the 2018 Budget Working Dept Request Comments field.
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Step Action
22. The amount is displayed. Enter necessary comments into the 2018 Budget Working Dept Request Comments field. In this example, enter "additional need".
23. The comments have been added. Click the Save button.
24. This topic covered: - Adding an expense account End of Procedure.
Training Guide
Page 65
Transferring Budget Dollars
Learning Objective: In this topic you will learn how to transfer budget dollars.
Upon completion of this topic you will be able to:
Transfer Budget Dollars
This topic will cover: - Transferring budget dollars Estimated time to complete this topic: 5 minutes
Step Action
1. After logging on with your username and password, the Oracle Hyperion Home Page is displayed. Begin by navigating to the CCGPlan application. Click the Navigate menu.
Training Guide
Page 66
Step Action
2. Click the Applications menu.
3. Click the Planning menu.
4. Click the CCGPlan link.
Step Action
5. The CCGPlan page is displayed. Select the CCG Department Request Budget menu. Click the Expand button.
6. Click the 8.0 - Fund Transfers link.
Training Guide
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Step Action
7. The Task - 8.0 Fund Transfers page is displayed. A composite data form is opened with top and bottom sections. From this page you can transfer between funds, entities, and programs.
Step Action
8. Review the Fund, Entity (Department) and Program to ensure you have the correct account. Click the Entity button.
9. Select the correct entity. Enter the department number into the Member field. In this example, enter "1013".
10. Click the 1013-Planning & Development cell.
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Step Action
11. The department field is updated. Click the Program button.
12. Select a program. Enter a program number into the Member field. In this example, enter "17".
13. Click the 10175 Administration and Fiscal Management cell.
14. Click the Go button.
15. For entering data into the 580420-Appror Transfer - Budget Entry row, click the Budget Working Dept Request 2018 Amount cell.
16. Enter the transfer amount into the Budget Working Dept Request 2018 Amount field. In this example, enter "25000".
17. Click in the Budget Working Dept Request 2018 Comments field.
18. Enter applicable comments into the Budget Working Dept Request 2018 Comments field. In this example, enter "projected needs".
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Step Action
19. Save your work. Click the Save button.
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Step Action
20. The data for the fund transfer is now saved. Click the OK button.
21. Now, we need to enter in the account to where the funds will be transferred. Click anywhere on the bottom form to activate a new menu. Right-click the Fund Transfers table.
22. A pop-up menu is displayed. Click the Add Dimensions link.
23. The member dimensions have been added to the transfer form. Click the OK button.
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Step Action
24. You may need to scroll down to find the specified account. Click the Vertical scrollbar.
25. The form now has the specified account combination displayed. Click the Budget Working Dept Request 2018 Amount cell.
26. Enter the amount to be transferred into the Budget Working Dept Request 2018 Amount field. In this example, enter "20000".
27. Click in the Budget Working Dept Request 2018 Comments field.
28. The Amount field is updated. To see more of the form, click the Horizontal scrollbar.
29. Click in the Budget Working Dept Request 2018 Comments field.
30. Enter appropriate comments into the Budget Working Dept Request 2018 Comments field. In this example, enter "transferred from other dept".
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Step Action
31. The Comments have been updated. Click the Save button.
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Step Action
32. The fund transfer data has been saved. Click the OK button.
33. This topic covered: - Transferring budget dollars End of Procedure.
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Requesting Overtime
Learning Objective: In this topic you will learn how to request overtime.
Upon completion of this topic you will be able to:
Request Overtime
This topic will cover: - Requesting overtime Estimated time to complete this topic: 2 minutes
Step Action
1. After logging on with your username and password, the Oracle Hyperion Home Page is displayed. Begin by navigating to the CCGPlan application. Click the Navigate menu.
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Step Action
2. Click the Applications menu.
3. Click the Planning menu.
4. Click the CCGPlan list item.
Step Action
5. The CCGPlan page is displayed. Select the CCG Department Request Budget folder. Click the Expand link.
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Step Action
6. The CCG Department Request Budget task list is displayed. Click the 7.0 - Overtime Request object.
7. The Task 7.0 Overtime Request page is displayed. Overtime is calculated only for nonexempt and hourly employees. Overtime is budgeted separately from salary, and paid at a higher rate (typically, 1.5 times or 2 times the hourly rate). You can modify the overtime calculation to scale it by the number of employees in a group, and by the overtime hours projected for each eligible employee.
8. Note: the Fund, Entity, and Program should default to your specific department. Use the drop-downs to change these if desired.
9. Fill out the following form by entering data in the relevant rows. All of the fields are manditory. Continue these steps to fill in the form. Answers to all questions are required.
10. This topic covered: - Requesting overtime End of Procedure.
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Adjusting Expense Budget via Entity by Percentage
Learning Objective: In this topic you will learn how to adjust an expense budget via entity using percentages.
Upon completion of this topic you will be able to:
Adjust an Expense Budget via an Entity using percentages
This topic will cover: - Adjusting expense budget via entity by percentage Estimated time to complete this topic: 2 minutes
Step Action
1. After logging on with your username and password, the Oracle Hyperion Home Page is displayed. Begin by navigating to the CCGPlan application. Click the Navigate menu.
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Step Action
2. Click the Applications menu.
3. Click the Planning menu.
4. Click the CCGPlan menu.
5. The CCGPlan page is displayed. Click the Tools menu.
6. Click the Business Rules menu item.
7. The Business Rules page is displayed. In the Rules Selection Filter, click the Select Plan Type list.
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Step Action
8. From the Select Plan Type list, click the Plan1 list item.
Step Action
9. Click the Adjust Expense Budget rule.
10. Click the Launch button.
11. The Runtime Prompts - Adjust Expense Budget window is displayed. Click in the Select Entity field.
12. Enter the appropriate department into the Select Entity field. In this example, enter "E1125".
13. Click in the Enter Percentage field.
14. Enter the percentage into the Enter Percentage field. Note: percentages entered must be in whole numbers. In this example, enter "30".
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Step Action
15. Click the Launch button.
16. The Adjust Expense Budget Rule was successfully updated. Click the OK button.
17. - Adjusting expense budget via entity by percentage End of Procedure.
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Running Budget Request Reports and Exporting to Excel
Learning Objective: In this topic you will learn how to run a Budget Request (BR) report and export to Excel.
Upon completion of this topic you will be able to:
Run a Budget Request (BR) Report and export the report to Excel.
This topic will cover: - Running Budget Request reports and exporting to Excel Estimated time to complete this topic: 3 minutes
Step Action
1. After logging on with your username and password, the Oracle Hyperion Home Page is displayed. Begin by navigating to the Explore menu. Click the Explore button.
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Step Action
2. The Explore page is displayed. To determine how the reports will display, you must verify and update the Preferences first. Setting the User Point of View (POV) will minimize the number of dimensions in the grid.
Step Action
3. Click the File menu.
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Step Action
4. Click the Preferences... list item.
5. The Preferences window is displayed. Click the Financial Reporting icon.
6. Under User Point of View, click the On option for Preview.
7. Under Default Preview Mode, click the HTML Preview option.
8. Click the OK button.
9. Double-click the BR Reports tree item.
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Step Action
10. The BR Reports page is displayed. In this example, double-click the BR-02.4 --- Bureau Account Summary - BRS report.
11. The BR-02.4 - Bureau Account Summary report is displayed. The report will display in the format selected in the Preferences. Next, we will export the report to Excel. Click the File menu.
12. Click the Export menu.
13. Click the Excel link.
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Step Action
14. An Internet Explorer window is displayed. Click the Open button.
15. The BR-02.4 - Bureau Account Summary report is displayed in Excel format.
16. Budget Request End of Procedure.
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Grants Budgeting
Reviewing Grant Summary
Learning Objective: In this topic you will learn how to review a grant summary.
Upon completion of this topic you will be able to:
Review a grant summary
This topic will cover: - Reviewing a Grant Summary Estimated time to complete this topic: 1 minute
Step Action
1. After logging on with your username and password, the Oracle Hyperion Home Page is displayed. Begin by navigating to the CCGPlan application. Click the Navigate menu.
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Step Action
2. Click the Applications menu.
3. Click the Planning menu.
4. Click the CCGPlan menu.
5. The CCGPlan page is displayed. Under the My Task List menu, click the Expand button for CCG Department Request Budget.
6. Click the 6.0 - Grant Summary link.
7. The Task 6.0 - Grant Summary page is displayed. Select the relevant Fund, Entity, and Program from the drop-down menus. Note: what you are able to view in the drop-down menus is determined by your security access. In this example we will use the default values used in a previous example.
8. Select the Grant Pick link to change the Grant member selection. In this example, we will accept the default value we used in a previous example.
9. Review values in the Amount column. Select a different Grant, Fund, Entity, Program combination to review additional amounts. Repeat these steps for any relevant departments.
10. End of Procedure.
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Running Grant Summary Reports
Learning Objective: In this topic you will learn how to run a grant summary report.
Upon completion of this topic you will be able to:
Run a Grant Summary Report.
This topic will cover: - Running Grant Summary Reports Estimated time to complete this topic: 2 minutes
Step Action
1. After logging on with your username and password, the Oracle Hyperion Home Page is displayed. Begin by navigating to the CCGPlan application. Click the Navigate menu.
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Step Action
2. Click the Applications menu.
3. Click the Planning menu.
4. Click the CCGPlan menu.
5. The CCGPlan page is displayed. Click in the Explore field.
6. The Explore page is displayed. Folders exist here with the repository and are arranged in a hierarchical structure. Folders are used for organization, they can contain subfolders and items such as jobs, documents, and URLs. The root folder contains all files and folders. Click the BR Reports folder.
7. The BR Reports are displayed. Double-click the BR-29.1 --- Grant Summary - BRS report.
8. The GBR-29.1 Grant Summary report is displayed. Note: you can elect to view this form in PDF or Web (HTML) format. In this example, we will accept the default HTML format.
9. End of Procedure.
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Entering Funding By Grant
Learning Objective: In this topic you will learn how to enter funding by Grant.
Upon completion of this topic you will be able to:
Entering Funding by Grant
This topic will cover: - Entering funding by grant Estimated time to complete this topic: 4 minutes
Step Action
1. After logging on with your username and password, the Oracle Hyperion Home Page is displayed. Begin by navigating to the CCGPlan application. Click the Navigate menu.
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Step Action
2. Click the Applications menu.
3. Click the Planning menu.
4. Click the CCGPlan menu.
5. The CCGPlan page is displayed. Under the My Task List menu, click the Expand link for CCG Department Request Budget.
6. Click the 4.0 - Grant Funding link.
7. The Task - 4.0 - Grant Funding page is displayed. Right-click the Amount cell.
8. Click the Add Account and Grant list item.
9. The Runtime Prompts - Add Account to Grant Form window is displayed. Click the Select Accounts icon.
10. The Account Member Selection window is displayed. You can add a single account or select multiple accounts to add to the Grant. To select multiple accounts, press and hold the [Ctrl] key as you click on individual accounts
11. In this example, we have selected eight accounts. Click the Add button.
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Step Action
12. The eight accounts are now listed on the right hand side. Click the OK button.
13. The selected accounts are displayed in the Select Account field.. Click the Grant icon.
14. The Grant Member Selection window is displayed. Click the Expand link for CCP Grants to select a Grant Alias category.
15. The list of CCP Grants is displayed. Select a grant. Click the 1250 - 2015 Prosecution Based Victim (7621601) list item.
16. Click the Add button.
17. Click the OK button.
18. The selected grant is displayed. Click the Launch button.
19. The accounts have been added to the grant. Click the OK button.
20. Enter numeric values in the Amount column. Note: entries can only be made in the white fields. Grey fields can not be updated.
21. Click the 400015-Property Taxes - Budget Entry Amount cell.
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Step Action
22. Enter the amount into the relevant budget Amount field. In this example, enter "2000".
23. Click in the Comments field.
24. Enter text into the Comments field. In this example, enter "Comment here".
25. Repeat the steps for all other Grant combinations needed.
26. Click the Save icon.
27. The funding amount has been saved. Click the OK button.
28. - Entering funding by grant End of Procedure.
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Modifying a Grant Expense
Learning Objective: In this topic you will learn how to modify a grant expense.
Upon completion of this topic you will be able to:
Modify a Grant Expense
This topic will cover: - Modifying a Grant expense account Estimated time to complete this topic: 2 minutes
Step Action
1. After logging on with your username and password, the Oracle Hyperion Home Page is displayed. Begin by navigating to the CCGPlan application. Click the Navigate menu.
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Step Action
2. Click the Applications menu.
3. Click the Planning menu.
4. Click the CCGPlan menu.
5. The CCGPlan page is displayed. Under the My Task List menu, click the Expand link for CCG Department Request Budget.
Step Action
6. The Department Request Budget Task List Status page is displayed. Click the 5.0 - Grant Expense link.
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Step Action
7. The Task - 5.0 - Grant Expense page is displayed. This page will default to the last grant combination you used. Only data in the white fields can be updated. To change an amount, click in the cell you want to change. In this example, click the Amount cell for 501211-Planned Overtime Compensation.
8. Enter the revised amount into the Amount field. In this example, enter "3000".
9. Enter any relevant comments. Press [Tab].
10. Enter any comments into the Comments field. In this example, enter "expected increase to overtime".
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Step Action
11. Save your work. Click the Save button.
12. The changes have been saved.
13. - Modifying a Grant expense account End of Procedure.
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Allocating a Percentage of a Position to a Grant
Learning Objective: In this topic you will learn how to allocate a percentage of a position budget to a grant.
Upon completion of this topic you will be able to:
Allocate a Percentage of a Position Budget to a Grant
This topic will cover: - Allocating a percentage of a position to a grant Estimated time to complete this topic: 4 minutes
Step Action
1. After logging on with your username and password, the Oracle Hyperion Home Page is displayed. Begin by navigating to the CCGPlan application. Click the Navigate menu.
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Step Action
2. Click the Applications menu.
3. Click the Planning menu.
4. Click the CCGPlan menu.
Step Action
5. The CCGPlan page is displayed. Under the My Task List menu, click the Position Budget Preparation menu.
6. Click the 2.0 - Maintain position data link.
7. The Task 2.0 Maintain position data page is displayed. Use this option to approve or reject FTE assignments and compensation for employees, jobs and positions.
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Step Action
8. In this example, right-click the 9502119-Bookkeeper IV row header.
9. Click the Edit Position Details menu.
10. The Manage Position Details form opens on the General tab by default.
11. Use the Allocations tab to manage job allocations to General Ledger chart fields, segments, and to identify overlapping allocations. You can allocate funds to support jobs by percentage, or a specific flat amount. In this example, we will allocate funds to this position using percentages that will equal to 100%.
12. Click the Allocations tab.
13. For this example, we will allocate 100% of the selected grant to the position. Click the Grant Segment cell for the 1st Allocation.
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Step Action
14. Click the Grant Segment dropdown button to activate the menu.
15. The Entries List of Values (LOV) is displayed. Enter all or a portion of a grant number into the Search field. In this example, enter "1250".
16. Click the 1250 - 2015 Internet Crimes cell.
17. You can edit any of the 1st Allocation fields. In this example, we will accept the default values.
Step Action
18. Click the Save icon.
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Step Action
19. An Information window displays that the data has been saved. Click the OK button.
20. Right-click the 1st Allocation link.
21. After changes are saved, calculate a position's compensation expense. Click the Allocate Compensation Budget to GL Accounts list item.
22. The allocation was successful. Click the OK button.
23. This topic covered: - Allocating a percentage of a position to a grant End of Procedure.
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Workflow Promote Process
Promoting the Budget for Review
Learning Objective: In this topic you will learn how to promote the budget for review.
Upon completion of this topic you will be able to:
Promote a budget for review
This topic will cover: - Promoting the budget for review Estimated time to complete this topic: 4 minutes
Step Action
1. After logging on with your username and password, the Oracle Hyperion Home Page is displayed. Begin by navigating to the CCGPlan application. Click the Navigate menu.
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Step Action
2. Click the Applications menu.
3. Click the Planning menu.
4. Click the CCGPlan menu.
5. The CCGPlan page is displayed. The budget approval process includes the preparation and support documentation of the budget. In addition, the budget needs to be reviewed and promoted by the appropriate reviewers within your department. Once reviewed and promoted internally, then the budget must be promoted to your assigned budget analyst from DBMS.
6. To begin the approval process, click the Tools menu.
7. Click the Manage Approvals link.
8. The CCGPlan - Manage Approvals page is displayed. After DBMS starts the review process, the planning unit moves from one reviewer to another until the budget process is complete.
9. The Process Status graph has no data to display until a Planning Unit is selected. You must first select a Scenario and then select a Version of the budget. Click the Scenario list.
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Step Action
10. Click the Budget list item.
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Step Action
11. Click the Version list.
Step Action
12. Click the Department Request list item.
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Step Action
13. Click the Go button.
14. The Planning Units that are ready to be promoted are displayed. Note: the graph has changed to a solid blue color indicating it is at the 1st Pass status for each of the Planning Units listed.
15. Select your planning unit. In this example, click the 1002-HUMAN RIGHTS AND ETHICS planning unit.
16. Click the Actions button.
17. Click the Change Status list item.
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Step Action
18. The Change Status window is displayed. The Action field defaults to "Promote". Select the approver or business analyst who should be the next reviewer and/or approver. Click the Select Next Owner list.
Step Action
19. In this example, click the Vince Patterson list item.
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Step Action
20. Click in the Annotation field. Enter the appropriate comments into the Annotation field. In this example, enter "Note related to next action of submitting budget.".
21. Click the OK button.
22. The status has been updated. Note: the sub-status shows that the Planning Unit budgets are now being processed. Click the OK button.
23. The Process Status graph and the Status area are updated. Clicking the Refresh icon will update the graph and status for each Planning Unit. Click the Refresh icon.
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Step Action
24. The Process Status graph has been updated. Notice also how the Approvals Status and Current Owner field has been updated.
25. Click the Planning Unit that was modified.
26. Click the Details object.
27. The details for your planning unit are displayed.
28. - Promoting the budget for review End of Procedure.
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Approving the Budget (DBMS)
This topic will cover: - Approving the Budget Estimated time to complete this topic: 2 minutes
Step Action
1. After logging on with your username and password, the Oracle Hyperion Home Page is displayed. Navigate to the CCGPlan application. Begin by clicking the Tools menu.
2. Click the Manage Approvals menu.
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Step Action
3. The CCGPlan - Manage Approvals page is displayed. After DBMS starts the review process, the planning unit moves from one reviewer to another until the budget process is complete. The Process Status graph has no data to display until a Planning Unit is selected. You must first select a Scenario and then select a Version of the budget. Click the Scenerio drop-downn button to activate the menu.
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Step Action
4. Click the Budget list item.
5. Click the Version drop-down button to activate the menu.
6. Click the Working Preliminary Phase list item.
7. Click the Go button.
8. The Planning Units that are ready to be promoted are displayed. Note: the graph displays indicating it is at the 1st Pass status for each of the Planning Units listed. Click the Planning Unit cell that you wish to approve.
9. Click the Actions menu.
10. Click the Change Status link.
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Step Action
11. The Change Status window is displayed. The Action field defaults to Promote. The second option is to Approve. You could Promote it to someone else to further review, or you can approve it and it is considered final at that point. Select the final approver (Administrator) or business analyst who should be the next reviewer and/or approver. Enter the appropriate comments into the Annotation field.
Step Action
12. Click the Approve list item.
13. Click the Administrator list item.
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Step Action
14. Click the OK button.
15. The sub-status shows that the Planning Unit budgets are now being processed. This status will show until it is received.
16. Click the Refresh button to update the Sub-status.
17. - Approving the Budget End of Procedure.
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