Download Hyperion Planning System - UBC Information Technology

Campus-Wide Budgeting System
User Guide
WORKING WITH DATA FORMS ................................................................................ 33
Opening Data Forms in Advanced Mode ....................................................... 33
Opening Data Forms in Basic Mode .............................................................. 33
ENTERING DATA ................................................................................................ 34
How Spreading Data Works ........................................................................ 34
Grid Spread .............................................................................................. 35
DOCUMENTING PLAN DATA.................................................................................... 37
LOCK CELLS ..................................................................................................... 42
Examples of Spreading Data with Cell Locking .............................................. 42
PLANNING BY USING A SYSTEM FUNCTION .................................................................. 43
Adjust Feature .......................................................................................... 43
Cut, Copy Paste Features ........................................................................... 44
Saving and Refreshing Data........................................................................ 44
BUSINESS RULES ............................................................................................... 45
Where to Find Business Rules? .................................................................... 45
Running a Business Rule ............................................................................ 47
MANAGING PLANNING UNITS ..................................................................48
OVERVIEW OF PLANNING MANAGEMENT ..................................................................... 48
Statuses .................................................................................................. 48
Reviewer Actions ....................................................................................... 49
VIEWING PLANNING UNIT DETAILS .......................................................................... 50
Statuses and Actions ................................................................................. 52
SUBMITTING A PLAN ........................................................................................... 53
REVIEWING A PLANNING UNIT ................................................................................ 55
APPROVING A PLANNING UNIT ................................................................................ 56
REJECTING A PLANNING UNIT................................................................................. 56
COPYING DATA BETWEEN VERSIONS ......................................................................... 57
FUNDS TRANSFERS ...............................................................................60
TRANSFERRING FUNDS......................................................................................... 60
GPO Funding Allocation .............................................................................. 60
This represents the unit‘s central allocation of the University‘s GPO revenue. GPO Funding
allocations are loaded to the Central Ledger in PeopleSoft FMS by central finance and are
represented in the Allocation column of nQuery Ledger Summary reports. ..................... 60
Transferring GPO Funding to Another Unit .................................................... 60
Accepting / Rejecting GPO Funding Transfer ................................................. 63
Approving a Transfer ................................................................................. 64
Rejecting a Transfer .................................................................................. 65
MANAGING WORKFORCE ........................................................................67
OVERVIEW ....................................................................................................... 67
VIEWING THE STATUS OF EXISTING POSITIONS............................................................ 67
EDITING EXISTING POSITION INFORMATION................................................................ 68
PLANNING OVERTIME FOR THE YEAR ......................................................................... 69
ENTERING NEW POSITION INFORMATION ................................................................... 70
MAKING HIGH-LEVEL PLANNING ADJUSTMENT TO SALARIES OR BENEFITS............................. 71
TASK LISTS .........................................................................................73
WHAT IS A TASK LIST? ........................................................................................ 73
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