Planning and Budgeting Rel 9

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

course content details

	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

	nding 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