Hyperion Planning & Budgeting 11.1.2.2 //hypprd.co.pinellas.fl.us/workspace/index.jsp fy13 .

HyperionPlanning & Budgeting11.1.2.2https://hypprd.co.pinellas.fl.us/workspace/index.jsp fy13http://hyperion.pinellas.local:19000/workspace/index.jsp fy14http://opusapp4.co.pinellas.fl.us:9704/analytics/saw.dll?bieehome&startPage=1

Linda BenoitPinellas County Office of Management & Budget

HyperionPlanning & Budgeting11.1.2.2https://hypprd.co.pinellas.fl.us/workspace/index.jsp fy13http://hyperion.pinellas.local:19000/workspace/index.jsp fy14http://opusapp4.co.pinellas.fl.us:9704/analytics/saw.dll?bieehome&startPage=1

Linda BenoitPinellas County Office of Management & Budget

Hyperion Databases

Oracle Hyperion Public Sector Planning and Budgeting is really 2 databases:

• Line Item Budgeting for Expenditures and Revenues

• Position Budgeting for personal services costs• A Hyperion process runs to push the position

data to the line item budget

Hyperion Integration

Oracle Projects

Oracle Human

Resources

Oracle General Ledger

Hyperion Public Sector Planning & Budgeting

Hyperion Planning & Budgeting: Module Integrations

• General Ledger– A regularly scheduled data feed from the Oracle E-Business

applications to Budget will occur. Final budget will be sent to GL after adoption

• Project Accounting– Project information will be extracted from Projects and fed to Hyperion once

when CIP budgeting is complete

• Human Resources– Employee and position data will be extracted from HR and used as a basis for

position budgeting in Hyperion

Oracle HRMS Integration

Oracle HRMS

Oracle Time & Labor

(OTL)

Oracle Advanced

Benefits (OAB)

Oracle Learning Management

(OLM)

Oracle Payroll

Oracle Financials

Oracle Procurement

Oracle Projects

Hyperion Budgeting

BusinessIntelligence &

Reporting

Oracle Human Resources

Manager Self-Service

Employee Self-Service

General Ledger Integration

Oracle General Ledger

OracleFinancials

OracleGeneralLedger

Oracle Human Resource

Management

Oracle Projects & Grants

Accounting

Oracle Procurement

§ Accounts Payable§ Accounts Receivable§ Assets

§ Human Resources§ Payroll§ Advanced Benefits§ Time & Labor§ Self-Service HR§ Learning Management

Hyperion

Budgeting

Other Subledgers

Reporting, Dashboards,

Business Intelligence

Planning &

Hyperion Planning & Budgeting: Ownership of Data

• Hyperion Planning & Budgeting

– The Office of Management and Budget (OMB) is the business owner of the Hyperion Planning & Budgeting application.

– Prior actual account balances are interfaced in from GL.

– Position records are interfaced in from HR.

– Budget submissions are entered by departments.

Hyperion Planning & Budgeting:New Terminology

• Dimensions– Parents– Children

• Multi-Dimensional vs. Table Drive Data

• Cube

• Intersection

• Point of View (POV)

• HR Organization (Org)

Line Item Dimensions• Year – The budget year we are working on. (In Jun-13 it is FY14)• Period – The sub-divisions of a year (Total Year, Quarter, Month)• Scenario – The segment of the budget information we are working on. (Prior Year Actuals,

Current Year Budget, Current Year Estimate, Proposed Budget, Decision Package1, Decision Package2)

• Version – The stage of the budget that we are working on. (Baseline, Target, Department Budget, County Administrator Budget, Proposed , Adopted)

• Fund – The GL Fund segment. (In Budget, there’s an F prefix, like F0001, general fund)• Entity – The GL Center segment. (In Budget, there’s an C prefix, like C321110, OMB)• Account – The GL Account segment. (In Budget, there’s an O prefix, like O5310001

Professional Services) (That’s O, as in object code)• Program – The GL Program segment. (In Budget, there’s a PM prefix, like PM1001

Administration)• Project – The GL Program segment. (In Budget, there’s a P prefix, like P000007A, Public

Safety Facility)• Future – The GL Future segment. (In Budget, there’s a FU prefix, and one value FU0000000)• Plan Items – this has only 1 value by default, Unspecified Plan Items.

Line Item Forms

Budget Versions

BUDGET STAGES• Stage 1 (aka Baseline)

• Target

• Department Budget

• County Administration

• Proposed Budget

• Public Hearing 1

• Public Hearing 2

• Adopted Budget

Position Budgeting Dimensions• Entity – The HR Organization (Org) from the HR system. (Example, BCC:Office of

Management and Budget or BCC:Planning)• Year – The next budget year we are preparing. (In January-2013, it will be FY14)• Scenario – The segment of the budget information we are working on. (Current Year

Estimate, Proposed Budget, Decision Package1, Decision Package2)• Version – The stage of the budget that we are working on. (Baseline, Target,

Department Budget, County Administrator Budget, Proposed , Adopted)• Position – The position number from HR. Positions are assigned to an HR Org.• Job Code – The Job Code from HR. Job Codes are assigned to Positions.• Compensation Elements – These are the components of total compensation for an

employee or a position. (Salary grade, additional earnings, employer-paid benefits, employer-paid taxes)

• Budget Items – These are the components needed to define position budgets. (FTE, Status, Allocation Assignment Costing)

• Account - this contains additional information about a position, like Pay Type, Default Weekly Hours, Salary Basis, Position Type, etc.

Position Budgeting Summary

Manage Salary Grades

Other Compensation Elements

Position Details-General

Position Details-Salary Grade

Position Details-Other Earnings

Position Details-Benefits

Position Details-Allocations

Line Item Reports

Line Item Reports

Position Reports

Position Reports

Position Reports

Smartview

Key Points

• Flexible by design• Need for knowledgeable technical staff• Reports are all custom• Database design defines processing speed• Position calculations are processes• Line item roll-ups are processes

Questions and Answers