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You maintain Public Sector Planning and Budgeting position and employee data, create and fill positions, manage employee assignments to positions,
and review budget books. Exercises provide hands-on practice.
Learn To:
Course Objectives:
• Create Public Sector Planning and Budgeting applications
• Load metadata and data into applications
• Set up security for users, groups, and members
• Create data forms and validation rules
• Customize data forms, menus, and task lists
• Set up and prepare the budget
• Maintain position and employee data
• Set up the Planning process
• Review budget data with Process Management
• Manage revision requests
• Review budget books
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Course Topics:
Public Sector Planning and Budgeting Overview
• Oracle's Enterprise Performance Management System
• Planning Features
Navigating Workspace
• Launching Workspace
• Opening Applications
• Navigating in Planning
Dimensions Overview
• Methods for Creating Applications
• Plan Types
• Budget Details
• Dimensions
Managing Dimensions
• Building Dimension Hierarchies
• Managing Alias Tables
• Adding Member Formulas
Setting Up Security
• Provisioning Users and Groups
• Assigning Access Permissions
• Importing Access Permissions
• Reporting on Access Assignments
Creating Data Forms and Customizing Data Forms, Menus, and Task Lists
• Creating Simple Data Forms
• Creating Composite Data Forms
• Assigning Access Permissions
• Creating Formula Rows and Columns
• Setting Up Validation Rules
• Managing Menus
• Managing Task Lists
Maintaining Positions
• Managing Positions
• Assigning Employees to Positions
• Reviewing and Approving Positions
• Approving Period-Level FTEs
Maintaining Employees
• Changing Employee Information
• Viewing Employee Information
• Changing Employee Status
• Terminating Employees
• Replacing To-Be-Hired Employees with Existing Employees
• Transferring Employees
• Maintaining Employee Compensation Details