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

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Presentation on theme: "Hyperion Planning & Budgeting 11.1.2.2 https://hypprd.co.pinellas.fl.us/workspace/index.jsphttps://hypprd.co.pinellas.fl.us/workspace/index.jsp fy13"— Presentation transcript:

1 Hyperion Planning & Budgeting https://hypprd.co.pinellas.fl.us/workspace/index.jsphttps://hypprd.co.pinellas.fl.us/workspace/index.jsp fy13 fy14 Linda Benoit Pinellas County Office of Management & Budget Hyperion Planning & Budgeting https://hypprd.co.pinellas.fl.us/workspace/index.jsphttps://hypprd.co.pinellas.fl.us/workspace/index.jsp fy13 fy14 Linda Benoit Pinellas County Office of Management & Budget

2 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

3 Hyperion Integration Oracle Projects Oracle Human Resources Oracle General Ledger Hyperion Public Sector Planning & Budgeting

4 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

5 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 Business Intelligence& Reporting Oracle Human Resources Manager Self- Service Employee Self- Service

6 General Ledger Integration Oracle General Ledger Oracle Financials Oracle General Ledger 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 &

7 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.

8 Hyperion Planning & Budgeting: New Terminology Dimensions – Parents – Children Multi-Dimensional vs. Table Drive Data Cube Intersection Point of View (POV) HR Organization (Org)

9 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 O 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 FU ) Plan Items – this has only 1 value by default, Unspecified Plan Items.

10 Line Item Forms

11 Budget Versions BUDGET STAGES Stage 1 (aka Baseline) Target Department Budget County Administration Proposed Budget Public Hearing 1 Public Hearing 2 Adopted Budget

12 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.

13 Position Budgeting Summary

14 Manage Salary Grades

15 Other Compensation Elements

16 Position Details-General

17 Position Details-Salary Grade

18 Position Details-Other Earnings

19 Position Details-Benefits

20 Position Details-Allocations

21 Line Item Reports

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23 Position Reports

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26 Smartview

27 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

28 Questions and Answers


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