This Hyperion Planning 11.1.2 training will teach you how to create and administer Planning applications. You'll learn how to manage metadata and add dimensions and members.
Create and deploy planning applications.
Manage metadata by adding and importing dimensions and members.
Set up security for users, groups, and members.
Create and customize forms, menus, and task lists.
Migrate application artifacts.
Set up and test business rules.
Set up and manage the approval process.
Benefits to You
Optimize your organization’s resources by linking strategic, financial, and operational business plans. Align your organization using your new skills to efficiently plan, budget and forecast with Oracle Hyperion Planning.
Design and Manage the Approval Process
Enrolling in this course will also help you develop the knowledge and skills to design and manage the approval process. This includes building planning unit hierarchies and assigning responsibilities and promotional paths for planning units. Exercises, along with a case study, give you hands-on practice to solidify your understanding. By investing in this training, you’ll learn how to create a planning application using the Simplified Interface.
Recommended New Student Tutorial
For students new to Oracle Hyperion Planning, consider viewing the Planning Overview Tutorial before attending class.
This course covers Planning 11.1.2
Introduction to Planning
Navigating EPM Workspace
Introduction to Applications and Dimensions
Creating Applications in Planning Administration
Setting Up Aliases, Currencies, Years, and Periods
Setting Up Scenarios and Versions
Setting Up the Entity and Account Dimensions
Creating User-Defined Elements
Setting Up Exchange Rates
Loading and Calculating Data
Setting Up Planning Security
Entering Data in Planning
Annotating and Analyzing Data
Managing Business Rules
Setting Up the Approval Process
Managing the Approval Process
Creating Task Lists