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Forest Preserve TrainingCreated on 8/7/2017 5:46:00 PM
Training Guide
Table of ContentsForest Preserve Training................................................................................................1
Navigation.....................................................................................................................1Logging Into Workspace.........................................................................................................1Changing the Password..........................................................................................................2Understanding Toolbar Icons..................................................................................................4Setting Preference - User Point of View..................................................................................5
FPD Training Topics....................................................................................................7Reviewing Target.................................................................................................................... 7Adding Revenue Budget Data.................................................................................................9Adding Expense Budget Data...............................................................................................12Adding FPD Revenue Account..............................................................................................15Adding FPD Expense Account..............................................................................................17Requesting Overtime............................................................................................................20Running a Report..................................................................................................................23Review Accounting String.....................................................................................................25Promoting the Budget...........................................................................................................26
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Training Guide
Forest Preserve Training
Navigation
Logging Into WorkspaceLearning Objective: In this topic you will learn how to launch the Workspace.
Upon completion of this topic you will be able to:
Launch the Workspace
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Step Action1. The Oracle Enterprise Performance Management (EPM) System Workspace
Log On page provides access to the Hyperion Applications and is the gateway into the applications that are assigned to your job role.
To access the Hyperion Applications, enter the assigned user name into the User Name field.
In this example enter "TestUser1g7".
2. The System Administrator will assign an initial Password.
Enter the assigned password into the Password field.
Note: The Password field is case-sensitive
In this example, enter "12345".
3. Click the Log On button when you are finished entering the user name and password.
4. The Home page is displayed.The Home page provides a single point of login for a user.
The Home page contains:- Recently Opened Area.- Quick Links Area.- Workspace area.
5. This topic covered:
- Logging Into Workspace.End of Procedure.
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Changing the PasswordLearning Objective: In Workspace, you use the Change Password feature to update your current password.
Upon completion of this topic you will be able to:
Change and Update your password.
Step Action1. Begin by navigating to the Tools menu.
Click the Tools menu.
2. Click the Change Password... menu.
3. The Change Native User Password window is displayed.
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Step Action4. The Change Native User Password window is where you would make your
password changes. First, you would enter your Current Password.
Then, you create a new password and enter it into the New Password field and into the Confirm Password field to confirm.
In this example, we will not make any changes.
5. Click Save to update changes or Cancel to close the form.
In this example, we will not make any changes.
6. This topic covered:
- Changing the Password.End of Procedure.
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Understanding Toolbar IconsLearning Objective: In this topic you will navigate through the Toolbar.
Upon completion of this topic you will be able to:
Understand the Toolbar Icons.
Step Action1. To navigate the Hyperion Applications use the toolbar icons that are located in a
row beneath the main menu.
2. The Home icon returns you to the landing page.
3. The New Document icon is used to:
- Create a Workspace Page- Collect Reports into a Book- Batch Reports for Scheduling
4. The Open icon is used to open a file or folder that will display in the content area.
5. The Explore icon opens to the Root folder tab.
Use Explore to list and navigate repository contents; manage and control files and folders and use elements like the Open dialog box that present the repository as a file management system.
6. The New Folder icon is used to create a new folder within the Explore directory.
7. The Copy icon is used to copy a form within the Root folder.
8. The Cut icon is used to move a form from the Root folder to paste in a new location.
9. The Paste icon will become available once a file is cut or copied.
10. The Go Up a Level icon is used to navigate upward in the view pane.
11. The Refresh icon is used to refresh the folder contents.
12. The Properties icon is used to modify general and advanced properties.
13. This topic covered:
- Understanding Toolbar Icons.End of Procedure.
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Setting Preference - User Point of ViewLearning Objective: You can set the user point of view by accessing the financial reporting preferences. By setting this preference, you define how the user views reports.
Upon completion of this topic you will be able to:
Set Preferences for User Point of View
Step Action1. Begin by navigating from the Home page.
Click the File menu.
2. Click the Preferences... list item.
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Step Action3. The Preferences page is displayed.
There are links down the left hand side of the Preferences page. These links allow certain settings to be changed depending on the link selected.
Click the Financial Reporting link.
4. Click the On option under User Point of View section. This will make sure you can view the reports in the correct format.
It will also allow the user to select reports parameters.
5. Click the OK button to save the changes.
6. This topic covered:
- Setting Preferences - User Point of ViewEnd of Procedure.
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FPD Training Topics
Reviewing TargetLearning Objective: In this topic you will learn how to review targets.
Upon completion of this topic you will be able to:
Review targets
Step Action1. After logging on with your username and password, the Oracle Hyperion Home
Page is displayed.
To review budget targets, open the FPDPlan application.
Click the FPDPlan link under the Quick Links section.
2. The FPDPlan application is displayed.
Click the Expand button to view more options under the FPD Department Request Budget folder.
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Step Action3. Click in the 1.0 - Review Target link to view the action item.
4. The Task List Status for that action item is displayed.
Click the Task Instructions tab to read the instructions.
5. The Task Instructions tab displays the steps to be performed to complete this task.
Follow through and complete this task.
6. Click the Task - 1.0 - Review Target tab.
7. Use this form to review revenue targets and comments by fund (for a selected entity). These targets will inform you the budget limit for the selected office.
Click the Entity dropdown button to view more options.
8. All the available entity are displayed.
Select the appropriate entity to review the budget target.
In this example, click 5110-Office Of The General Superintendent option.
9. Click the Go button.
10. Review the revenue target.
Repeat these steps for any of your other Entities.
11. Click the Complete option to mark the task as complete.
12. Once the task is marked complete, note that there is a new icon next to the task with the check mark.
This shows that the task is 100% complete.
13. Click the Task List Home button to return to the FPDPlan Task List page.
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Step Action14. This topic covered:
- Reviewing budget targets.End of Procedure.
Adding Revenue Budget DataLearning Objective: In this topic you will learn how to add a revenue budget data.
Upon completion of this topic you will be able to:
Add a Revenue budget data.
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Step Action1. After logging on with your username and password, the Oracle Hyperion Home
Page is displayed.
To add revenue budget information, open the FPDPlan application.
Click the FPDPlan link under the Quick Links section.
2. The FPDPlan application is displayed.
Click the Expand button to view more options under the FPD Executive Budget folder.
3. Click in the 2.0 - Revenue link to view the action item.
4. The Revenue page is displayed.
You can now enter budget data for this account.
Note: The grey fields cannot be edited.
In this example, click the FY18 Budget Recommendation field corresponding to 402955-Sheriff General Fees- Budget Entry.
5. Enter the budget amount into the 2018 Budget Working Executive Recommendation field.
In this example, enter "200000".
6. Click in the corresponding Comments field.
7. Enter the appropriate comment into the Comments field.
In this example, enter "Please approve".
8. If you want to add budget data to another line, click on the corresponding field.
In this example, click the 411015-Property Tax Revenue - Budget Entry field.
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Step Action9. Enter the budget amount into the 2018 Budget Working Executive
Recommendation field.
In this example, enter "59000".
10. Click in the corresponding Comments field.
11. Enter the appropriate comment into the Comments field.
In this example, enter "new budget".12. Add all the information needed and click the Save button.
13. The data has been saved.
Click the OK button.
14. Click the Complete option to mark the task as complete.
15. Once the task is marked complete, note that there is a new icon next to the task with the check mark.
This shows that the task is 100% complete.
16. Click the Task List Home button to return to the FPDPlan Task List page.
17. This topic covered:
- Adding Revenue Budget Data.End of Procedure.
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Adding Expense Budget DataLearning Objective: In this topic you will learn how to add a expense budget data.
Upon completion of this topic you will be able to:
Add a Expense budget data.
Step Action1. After logging on with your username and password, the Oracle Hyperion Home
Page is displayed.
To add expense budget information, open the FPDPlan application.
Click the FPDPlan link under the Quick Links section.
2. The FPDPlan application is displayed.
Click the Expand button to view more options under the FPD Executive Budget folder.
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Step Action3. Click in the 3.0 - Expense link to view the action item.
4. The Expense page is displayed.
You can now enter budget data for this account.
Note: The grey fields cannot be edited.
In this example, click the FY18 Budget Recommendation field corresponding to 560010-Real Estate Operations - Budget Entry.
5. Enter the budget amount into the 2018 Budget Working Executive Recommendation field.
In this example, enter "250000".
6. Click in the corresponding Comments field.
7. Enter the appropriate comment into the Comments field.
In this example, enter "this is a new expense".
8. Add all the information needed and click the Save button.
9. The data has been saved.
Click the OK button.
10. Click the Complete option to mark the task as complete.
11. Once the task is marked complete, note that there is a new icon next to the task with the check mark.
This shows that the task is 100% complete.
12. Click the Task List Home button to return to the FPDPlan Task List page.
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Step Action13. This topic covered:
- Adding Expense Budget Data.End of Procedure.
Adding FPD Revenue AccountLearning Objective: In this topic you will learn how to add a revenue account.
Upon completion of this topic you will be able to:
Add a Revenue Account
Step Action1. After logging on with your username and password, the Oracle Hyperion Home
Page is displayed.
To add revenue account, open the FPDPlan application.
Click the FPDPlan link under the Quick Links section.
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Step Action2. The FPDPlan application is displayed.
Click the Expand button to view more options under the FPD Department Request Budget folder.
3. Click in the 2.0 - Revenue link to view the action item.
4. The Revenue page is displayed.
To add account to this combination, right click anywhere on the form.
In this example, right-click on the first row.
5. Click in the Add Account option.
6. The Runtime Prompts - Add Account to Form window is displayed.
To add an account, click the Member Selector icon.
7. The Member Selection window is displayed.
List of available accounts are displayed. Select the appropriate account from the list.
In this example, click in the 401115-Non Property Taxes - Budget Entry option.
8. To add the account to the right side of the window, click the Add icon.
9. The account has been added to the right side.
Click the Vertical scrollbar.
10. Click the OK button.
11. To add the new account, click in the Launch button.
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Step Action12. The account has been added to the form.
Click the OK button.
13. You can now enter budget data for this account.
Click the 2018 Budget Working Dept Request Dec field.
14. Enter the budget amount into the 2018 Budget Working Dept Request Amount field.
In this example, enter "690000".
15. Add all the information needed and click the Save button.
16. The data has been saved.
Click the OK button.
17. Click the Complete option to mark the task as complete.
18. Once the task is marked complete, note that there is a new icon next to the task with the check mark.
This shows that the task is 100% complete.
19. Click the Task List Home button to return to the FPDPlan Task List page.
20. This topic covered:
- Adding FPD Revenue Account.End of Procedure.
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Adding FPD Expense AccountLearning Objective: In this topic you will learn how to modify an expense account.
Upon completion of this topic you will be able to:
Add an Modify an Expense Account
Step Action1. After logging on with your username and password, the Oracle Hyperion Home
Page is displayed.
To add an expense account, open the FPDPlan application.
Click the FPDPlan link under the Quick Links section.
2. The FPDPlan application is displayed.
Click the Expand button to view more options under the FPD Department Request Budget folder.
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Step Action3. Click in the 3.0 - Expense link to view the action item.
4. The Expense page is displayed.
To add account to this combination, right click anywhere on the form.
In this example, right-click on the last row.
5. Click in the Add Account option.
6. The Runtime Prompts - Add Account to Form window is displayed.
To add an account, click the Member Selector icon.
7. The Member Selection window is displayed.
List of available accounts are displayed. Select the appropriate account from the list.
In this example, click in the 400015-Property Taxes - Budget Entry option.
8. To add the account to the right side of the window, click the Add icon.
9. The account has been added to the right side.
Click the Vertical scrollbar.
10. Click the OK button.
11. To add the new account, click in the Launch button.
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Step Action12. The account has been added to the form.
Click the OK button.
13. You can now enter budget data for this account.
Click the 2018 Budget Working Dept Request Dec field.
14. Enter the budget amount into the 2018 Budget Working Dept Request Amount field.
In this example, enter "250000".
15. Click in the corresponding Comments field.
16. Enter the appropriate comments into the Comments field.
In this example, enter "Please approve".
17. Add all the information needed and click the Save button.
18. The data has been saved.
Click the OK button.
19. Click the Complete option to mark the task as complete.
20. Once the task is marked complete, note that there is a new icon next to the task with the check mark.
This shows that the task is 100% complete.
21. Click the Task List Home button to return to the FPDPlan Task List page.
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Step Action22. This topic covered:
- Adding FPD Expense Account.End of Procedure.
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Requesting OvertimeLearning Objective: In this topic you will learn how to request overtime.
Upon completion of this topic you will be able to:
Request Overtime
Step Action1. After logging on with your username and password, the Oracle Hyperion Home
Page is displayed.
To request overtime, open the FPDPlan application.
Click the FPDPlan link under the Quick Links section.
2. The FPDPlan application is displayed.
Click the Expand button to view more options under the FPD Department Request Budget folder.
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Step Action3. Click in the 4.0 - Overtime Request link to view the action item.
4. The Overtime Request page is displayed.
Overtime is calculated only for nonexempt and hourly employees. Overtime is budgeted separately from salary, and paid at a higher rate (typically, 1.5 times or 2 times the hourly rate).
You can modify the overtime calculation to scale it by the number of employees in a group, and by the overtime hours projected for each eligible employee.
5. Note: the Fund, Entity, and Program should default to your specific department. Use the drop-downs to change these if desired.
6. Click the 501211- Planned Overtime Compensation - Budget Entry field.
7. Enter the appropriate data into the field.
In this example, enter "100000".
8. Fill out the form by entering data in the relevant rows. All of the fields are mandatory.
9. Add all the information needed and click the Save button.
10. The data has been saved.
Click the OK button.
11. Click the Complete option to mark the task as complete.
12. Click in the 3.0 - Expense task list to see the budget entry.
13. The new over time request budget entry is reflected in this line.
14. Click the Task List Home button to return to the FPDPlan Task List page.
15. This topic covered:
- Requesting Overtime.End of Procedure.
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Running a ReportLearning Objective: In this topic you will learn how to run a report.
Upon completion of this topic you will be able to:
Run a Report
Step Action1. After logging on with your username and password, the Oracle Hyperion Home
Page is displayed.
To run a report, open the FPDPlan application.
Click the FPDPlan link under the Quick Links section.
2. Click the Explore button on the menu bar.
3. The Explore page is displayed.
To access the reports double-click in the FPDPlan folder.
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Step Action4. Double-click in the Internal Reporting folder.
5. The FPDPlan/Internal Reporting folder is displayed.
Double-click the 086 - Expense Budget to Actual Detail Report link.
6. The Respond to Prompts window is displayed.
Click in the Enter Entity: field.
7. Enter the appropriate entity into the Enter Entity: field.
In this example, enter "E5100".
8. Click the OK button.
9. The report output is displayed in HTML format.
To Export this report in different formats, click the File menu.
10. The report can be exported in Excel, Word or Powerpoint.
11. Click the Open In PDF button to view the report in pdf format.
12. The report output is displayed in the pdf format.
13. Click the Close button.
14. Click the Close button.
15. This topic covered:
- Running a report.End of Procedure.
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Review Accounting StringLearning Objective: In this topic you will learn how to review accounting string.
Upon completion of this topic you will be able to:
Review Accounting String
Step Action1. After logging on with your username and password, the Oracle Hyperion Home
Page is displayed.
To review the accounting string, open the FPDPlan application.
Click the FPDPlan link under the Quick Links section.
2. The FPDPlan application is displayed.
Click the Expand button to view more options under the FPD Department Request Budget folder.
3. Click in the 7.0 - Review Accounting String link to view the action item.
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Step Action4. The Review Accounting String page is displayed.
Click the Task Instructions tab to read the instructions.
5. The Task Instructions tab displays the steps to be performed to complete this task.
Follow through and complete this task.
6. Click the Task - 7.0 - Review Accounting String tab.
7. Review the Fund, Grant and Program combination is correct, use the entity dropdown option to choose a different entity if needed.
8. Click the Complete option to mark the task as complete.
9. Click the Task List Home button to return to the FPDPlan Task List page.
10. This topic covered:
- Reviewing Account String.End of Procedure.
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Promoting the BudgetLearning Objective: In this topic you will learn how to promote the budget for review.
Upon completion of this topic you will be able to:
Promote a budget for review
Step Action1. After logging on with your username and password, the Oracle Hyperion Home
Page is displayed.
To promote budget for approval, open the FPDPlan application.
Click the FPDPlan link under the Quick Links section.
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Step Action2. The FPDPlan page is displayed.
The budget approval process includes the preparation and support documentation of the budget.
In addition, the budget needs to be reviewed and promoted by the appropriate reviewers within your department.
Once reviewed and promoted internally, then the budget must be promoted to your assigned budget analyst from DBMS.
3. To begin the approval process, click the Tools menu.
4. Click the Manage Approvals menu option.
5. The FPDPlan - Manage Approvals page is displayed.
After DBMS starts the review process, the planning unit moves from one reviewer to another until the budget process is complete.
6. The Process Status graph has no data to display until a Planning Unit is selected.
You must first select a Scenario and then select a Version of the budget.
Click the Scenario dropdown list.
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Step Action7. Click the Budget list item.
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Step Action8. Click the Version dropdown list.
Step Action9. Click the Working list item.
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Step Action10. Click the Go button.
11. The Planning Units that are ready to be promoted are displayed.
Note: the graph has changed to a solid blue color indicating it is at the 1st Pass status for each of the Planning Units listed.
12. Select your planning unit to be promoted.
In this example, click the E5100 planning unit.
13. To promote requests for approval, click the Change Status button.
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Step Action14. The Change Status window is displayed.
The Action field defaults to "Promote".
Select the approver or business analyst who should be the next reviewer and/or approver.
Click the Select Next Owner dropdown list.
Step Action15. Click the Vertical Scrollbar to view more options.
16. In this example, click the MeganWilson list item.
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Step Action17. Click in the Annotation field.
18. Enter the appropriate comments into the Annotation field.
In this example, enter "Please approve".
19. Click the OK button.
20. The status has been updated.
Note: the sub-status shows that the Planning Unit budgets are now being processed.
21.End of Procedure.
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