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
General
Ledger
Hyperion
Public Sector
Planning &
Budgeting
Oracle
Human
Resources
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
Oracle HRMS Integration
Oracle
Time & Labor
(OTL)
Oracle
Advanced
Benefits (OAB)
Oracle Payroll
Oracle Learning
Management
(OLM)
Oracle
Financials
Manager Self Service
Employee Self Service
Oracle Human Resources
Oracle
Procurement
Hyperion
Budgeting
Oracle Projects
Business
Intelligence &
Reporting
Oracle General Ledger
General Ledger Integration
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Accounts Payable
Accounts Receivable
Assets
Oracle Projects
& Grants
Accounting
Oracle Human
Resource
Management
Oracle
Financials
Oracle
General
Ledger
Other Subledgers
Hyperion
Planning &
Budgeting
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Human Resources
Payroll
Advanced Benefits
Time & Labor
Self-Service HR
Learning Management
Oracle
Procurement
Reporting,
Dashboards,
Business Intelligence
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
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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
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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
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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