Creating and Initializing Workforce Planning Applications


Purpose


This tutorial shows you how to create and initialize a Workforce Planning application in Performance Management Architect and Classic Administration.

Time to Complete


Approximately 1 hour

Topics


This tutorial covers the following topics:

Overview
Scenario
Prerequisites
Using Performance Management Architect
Using Classic Administration
Summary
Related information

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Overview


Initializing Workforce Planning loads predefined:

  • Workforce Planning account, entity, employee, scenario, and version members
  • Data forms
  • Smart Lists
  • Member formulas
  • Business rules
  • Menus
  • UDAs

Before you initialize Workforce Planning:

  • Study Workforce Planning Structure and review the predefined elements, identifying which elements you can use and which elements you need to customize. The better you understand the model and plan your application, the easier it is for planners to use Workforce Planning.
  • Update your dimension outlines to resolve differences between Workforce Planning member names and names in other applications.
  • Plan the Entity dimension structure if you will use both Workforce Planning and Oracle Hyperion Capital Asset Planning. Initializing Workforce Planning produces one No Entity member; initializing Oracle Hyperion Capital Asset Planning produces a few Entity members. You can change the Entity members after you initialize the applications.

The Workforce Planning model is based on a 12-month calendar, and the default calculations in Workforce Planning support a single year. You can modify the calculations, however, to support multiple years. Also, some member formulas such as spreading rely on a monthly calendar. If your application uses custom time periods, you must modify these formulas to support custom time periods.

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Scenario


As the company Workforce Planning Administrator, you are tasked to create and initialize a Workforce Planning model. With Workforce Planning, corporate planners, operational managers, and department managers can prepare the workforce plans, determine future headcount and related expenses, and assess workforce expenses. By planning salary expense in direct correlation to headcount, planners can effectively manage one of their largest variable expenses.

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Prerequisites


Before starting this tutorial, you should understand:

1. Oracle Hyperion Planning functionality.
2. The Workforce Planning business model.

 

The following are also required:

1. Oracle Hyperion Planning 11.1.1 must be installed and configured.
2. The Workforce Planning 11.1.1 product option must be enabled in the System Configurator.
3. Two empty relational databases.

This tutorial uses Oracle 11g as the relational storage. For a list of supported relational databases, please consult the installation documentations (below)

 

You can find more information on the required components for Oracle Hyperion Planning 11.1.1 in the following documentation:

  • Oracle Enterprise Performance Management System - Installation Start Here
  • Oracle Enterprise Performance Management System - Installation and Configuration Guide

You can download Oracle Enterprise Performance Management System documentation from the Oracle Software Delivery Cloud website.

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Using Performance Management Architect


When you create and initialize Workforce Planning in Performance Management Architect, you must complete the following tasks:

Create a Workforce Planning application
Verify the Workforce Planning application initialization

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To create a Workforce Planning application:

1.

Logon to Workspace and select Navigate > Administer > Application Library.
 

 

2.

In the Application Library, select File > New > Application(s) .

 

3.

In the Application Information area, enter an application name and select Planning as the type.

Optional: Select Auto Create Local Dimensions.

 

4.

In the Planning area, deselect all plan types and select Workforce.

Optional: Select a default currency and Use Multiple Currencies.

 

5.

In the Calendar area, make your selections and click Next.

 

6.

Review the Dimension Selection page, make the necessary modifications to the list of dimensions, and click Next.

 

7.

Click OK.

 

8.

In the Member area, click + to display the dimensions and click Validate.

 

9.

Review the messages section. If errors are found, make the necessary modifications to the dimension members .

 

10.

Click Finish.

 

11.

In the Deploy dialog box, select the appropriate values for the following:

  • Instance Name
  • Application Server
  • Shared Services Project

 

12.

Click the Data Source icon.

 

13.

On the New Data Source page, enter a data source name and click Next.

 

14.

Enter the database connection details and click Test Connection.

When the connection displays as successful, click Next.

 

15.

Enter the Essbase server details, test the connection, and click Next.

 

16.

Click Finish.

 

17.

Select Create Outline and click Deploy.

 

18.

Click Click here to navigate to jobs.

 

19.

Review the job console and click Refresh until the status displays as Completed.

 

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To verify the Workforce Planning application initialization:

1.

Select Navigate > Applications > Planning > [Application Name].

If the application name does not display, select Navigate > Applications > Planning > Refresh and repeat step 1.

 

2.

From the left pane, expand Forms > Workforce to display the pre-defined data forms.


 

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Using Classic Administration


When you create a classic Workforce Planning application, you must complete the following tasks:

Create a Workforce Planning application
Initialize Workforce Planning

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To create a Workforce Planning application:

1.

In Workspace, select Navigate > Administer > Classic Application Administration > Planning Administration.
 

 

2.

From the left pane, click Manage Data Source .

 

3.

From the content pane, click Create Data Source.

 

4.

Enter a data source name and perform the following actions:

  • Select a database platform and enter the relational database connection information in the Application Database area.
  • Click Validate Database Connection.
  • Enter the Essbase connection details in the Essbase Server area.
  • Click Validate Essbase Connection.
  • Click Finish.

 

5.

From the left pane, click Create Application.

 

6.

Enter an application name, make the following selections, and click Next.

  • Data Source
  • Shared Services Project
  • Instance

 

7.

Make your selections for the calendar period settings and click Next.

 

8.

Select the default application currency and multiple currency settings. Click Next.

 

9.

Select Workforce Planning as the type and enter a name for the plan. Click Next.

 

10.

Verify the application settings you chose and click Finish.

 

11.

Click here first to refresh workspace Navigate > Applications menu.

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To initialize Workforce Planning:

1.

Select Navigate > Applications > Planning > WFP02.

 

2.

In Planning, select Edit > Initialize Workforce.


 

3.

When prompted if you want to proceed with the initialization, click OK.

 

4.

When finished, a dialog box displays that Workforce has been successfully initialized. Click OK.

 

5.

From the left pane, expand forms and select Workforce to display the pre-defined data forms.

 

6.

Select Administration > Manage Database.

 

7.

Select Database and click Create.

 

8.

Click Create.

 

9.

Click Finish.

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Summary


In this tutorial, you learned how to create and initialize Workforce Planning applications.

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Related Information


To learn more about Planning, refer to additional OBEs.

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