Planning and Budgeting Rel 9

What you will learn

Planning and Budgeting is an analytical application that helps you to conduct top-down target setting, and to generate a bottom-up budget that is at the foundation of your organization's operations. This course helps implementation teams, planning and budget departments understand the set up and day-to-day operations of this tool. Students will define and build the planning model and use the Planning Workspace.

The students look at the use of Line Item activities, working with methods, reviewing line-item data and activities. They also analyze budget data using a Spreadsheet Add-In. The uses of Position and Asset Budgeting are developed. The student will see how they can handle marketing volatility and other deviations from the original plan proactively, in real time, by updating and recalculating planning model scenarios and activities. They are introduced to various delivered analysis reports.


Learn To:
  • Understand the Planning and Budgeting process
  • Set up Position and Asset budget defaults
  • Define a Planning Model
  • Set up the Planning and Budgeting system
  • Set up Planning Targets
  • Use Flexible Formulas
Audience
 Application Developers
Business Analysts
Functional Implementer
Project Manager
Sales Consultants

Prerequisites
 Understanding of General Ledger
Understanding of EPM Warehouse Structure.
Understanding of basic navigation and PeopleSoft concepts.
Use of control tables to enforce business rules.
Able to run processes and reports.

Course Objectives
 Understand the Planning and Budgeting process
Set up the Planning and Budgeting system
Define Planning and Budgeting parameters
Set up Planning and Budgeting security
Set up Position Budgeting Defaults
Set up Asset Budgeting Defaults
Set up Planning Targets
Design a Planning Model
Use Flexible Formulas
Use the Planning Workspace
Work with Line-Item Activities
Use Mass Adjustments and Allocations in Line-Item Activities
Work with Position Budgeting Activities
Work with Asset Budgeting Activities
Update the Planning Model
Run analysis reports

Course Topics
Business Process Overview
 Understanding the Business Process
Understanding the Planning and Budgeting Process
Understanding the Planning and Budgeting Integrations
Finding Information About PeopleSoft Enterprise Planning and Budgeting in PeopleBooks

Setting up the System
 Understanding PeopleTools Permission Lists, Roles, and Users
Understanding the Use of ACE
Identifying Data Integration Sources
Configuring and Activating Dimensions

Defining Planning and Budgeting Parameters
 Understanding Planning and Budgeting Parameters
Defining History Analysis Base
Defining Activities and Activity Groups
Defining Drivers and Method Groups
Defining Spread Types
Defining Rate Combinations
Defining Scenarios and Scenario Groups
Defining Account Type Options and Account Categories

Setting Up Security and Roles
 Understanding Planning and Budgeting Security Setup
Defining Planning and Budgeting Users
Setting Up Planning and Budgeting Security Groups
Reviewing Planning and Budgeting Security Setup

Setting Up Position Budgeting Defaults
 Describing Position Budgeting
Defining Position Budgeting Defaults
Setting Up Job Code Defaults
Setting Up Position Data Defaults
Reviewing Defaults from Human Resources
Setting Up Position Integration Defaults

Setting Up Asset Budgeting
 Specifying Asset Budgeting Defaults
Defining Asset Catalogs
Defining a Capital Acquisition Plan

Designing the Planning Model
 Understanding the Planning Model
Validating the Planning Model
Staging Scenarios and Activities
Using the Model and Scenario Manager
Releasing the Planning Model

Using Flexible Formulas
 Defining Flexible Formula Sources
Defining Flexible Formulas
Assigning Flexible Formulas
Updating and Staging Flexible Formulas

Using the Planning Workspace
 Describing the Planning Workspace
Managing Planning Workspaces
Creating Working Versions
Accessing Planning and Budgeting Activities
Setting User Preferences
Submitting Plans and Budgets
Rejecting Plans and Budgets

Working with Line-Item Activities
 Describing Line-Item Activities
Working with Line-Item Activities
Working with Methods
Making Adjustments
Reviewing Line-Item Data
Submitting Line-Item Activities
Using the Spreadsheet Add-In

Using Mass Adjustments and Allocations in Line-Item Activities
 Working with Mass Adjustments
Working with Allocations
Maintaining Allocations

Working with Position Budgeting Activities
 Using the Position Overview Page
Adding and Copying Positions
Modifying and Distributing Position Costs
Filling, Terminating, and Deleting Positions
Applying Compensation Adjustments
Reviewing Position Budgeting Data

Working with Asset Budgeting Activities
 Using the Asset Overview Page
Working With In-Service Assets
Adding New Assets
Reviewing Asset Budget Data

Updating the Planning Model
 Understanding the Planning Model Update Feature
Copying the ACE Model
Recalculating Scenarios and Activities
Running Combination Data Validation
Updating Driver Parameters

Running Analysis Reports
 Using the Analysis Pages
Using the Report Pages
Using PS/nVision
Exporting Planning and Budgeting Data

Setting Up Planning Targets
 Understanding Planning Targets
Defining Planning Target Defaults