epm91fp2bpms

PeopleSoft Enterprise PerformanceManagement 9.1 Feature Pack 2Business Process Maps June 2013

PeopleSoft Enterprise Performance Management 9.1 Feature Pack 2 Business Process MapsCDSKU epm91fp2bpmsCopyright 1999, 2013, Oracle and/or its affiliates. All rights reserved.

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Planning and Performance Management

Data Administrator

Operations Management

Budget Analyst

Corporate Executive

Define Business Strategy

Evaluate Enterprise

Performance

Establish Plans and Operating

Budgets

Execute Business Plan (Operate

Business)

Create Business Intelligence


Establish Plans and Operating Budgets

Budget Reviewer/Analyst

Budget Preparer

Budget Coordinator


Corporate Executive

Modify Detail and Submit

Stage Planning Model

Adjust and Submit

Define Planning Model

Manage Planning Model

Define Planning and Budgeting

Approve and Finalize

Review and Analyze Planning

Results


Evaluate Enterprise

Performance


Business)



Budget Coordinator

Corporate Executive

Setup Position Budgeting

Review HR Data

Setup Asset Budgeting

Setup Planning Targets

Select and attach any documentation appropriate for

planning and budgetingDocumentation and Guidelines

Define line item budgeting methodsPlanning Methods

Method DriversDriver Lookup Tables

Method Groups

Define scenarios and scenario groups for use in analysis and forecasting

ScenarioScenario Groups

Scenario Period Mapping

Define data integration defaults for staging

Map HR Units and DepartmentsEarning Codes and Plan Types

Define time hierarchies

Time Hierarchy

Define account type options

Account Type Options

Review Human Resource default dataJob Codes

Benefits Plan TypeEarnings Codes

Tax ClassUnion Codes

Action Reason

Define rules for planning targets

Planning Target ValidationPlanning Target Tolerance

Planning Target Control

Identify ranges of accounts grouped

together for budgeting and

inquiryAccount Categories

Define budgeting activities and model dimensions

ActivityActivity Groups

Dimension Member Mapping

Define position budgeting defaults

Position Number DefaultPosition Budgeting Accounts

Position Data Default

Setup or review?

Define rate combinations, if using

multi-currenciesRate Combinations

Define asset budgeting defaults

Asset Budgeting DefaultsAsset Catalog

Capital Acquisition Planning

Define email templates, if needed

Email Templates

Define spread types to distribute amounts in line

item and for positionsSpread Types

Define historical, financial data for the model

History (Analysis Base)

Define job code defaultsJob Code DefaultsDistribution Profile

Salary GroupBenefit Group

Earnings GroupEmployer Tax Group


Evaluate Enterprise

Performance




Budget Coordinator

Line ItemBudgeting

Yes

Position Budgeting

Asset Budgeting

No

Select or create an activity group or scenario group

Planning Models

Assign security group

User Security Group

Define data sources, spread, comparison scenarios, and

planning target detailsData Sources (H)

Activity Scenario Spread (H)Planning Target Control

Planning Target Summary (H)

Create or copy a planning model

and assign default parameters

Planning Models

Define dimension levels for planning centers and other

dimensionsActivity Scenario Level

Select (H)

Assign planning method defaults to line-item

activitiesMethod Group Defaults (H)

Copy Method Group (H)

Type of activity?


Define public views to determine how users view data in line-item

budgetsDefine User View (H)

Assign email templates

Email Templates

Manage activities and scenarios in

the modelScenario Manager

Create flexible

formulas?

Define flexible formulas and data sources for flexible formulas Flexible Formula Sources

Flexible FormulasFlexible Formula Group Copy




Budget Coordinator

Stage model by scenario and

include activitiesData Staging

Review dimension member details and exceptions

Dimension Member InquiryDimension Exceptions Inquiry

Review staging process details

Scenario Manager

Validate components of planning model and

review results for planning model activity scenario

Model ValidatorModel Validator Report

Release activity scenario

Scenario Manager

Notify budget preparers that the models are ready

Data Staging





Budget Preparer

Budget Coordinator

Recalculate planning model

Model Recalculation

Update driver parameters in a staged model

Refresh Driver Parameters

Manage status of the planning

modelsModel Manager

Manage activity scenario status

and progress and stage formulas

Scenario Manager

Manage and release budgets and plans loaded in a model

View Current Locks

Refresh historical scenarios, exchange

rates, dimension members, and user

workspaceUpdate Staged Data

Validate line item budget data against combination and commitment control rules

Combination Data Validation


Modify Detail in Budgeting and

Submit


Modify Detail in Budgeting and Submit


Budget Preparer

Budget Coordinator

Line ItemBudget

PositionBudget

AssetBudget

Receive worklist notification that model is available and

assess planning workMy Planning Workspace

Update position budgeting dataBenefits (H)

Benefits Distribution (H)Copy Positions (H)

Earnings (H)Earnings Distribution (H)Employee Job History (H)

Fill Position (H)FTE Inquiry (H)Job Detail (H)Position (H)

Position Delete (H)Position Terminate (H)Salary Distribution (H)

Tax Distribution (H)Tax Rate (H)

Position Transfer (H)Position Notes (H)

Create a working version for analysis

Copy Version (H)Working with?

Adjust asset budgeting informationAsset OverviewAsset Data (H)

Adjust line items via methods or direct entry into

gridAdd Budget Items (H)

Line Item Modifications (H)Line Item Notes (H)

Yes

No Select version and submit it for next review

Create budget reports to review budgeting

informationVersion Analysis

Scenario ComparisonSummary of MethodsBudget ComparisonPosition Information

Planning Target AnalysisBusiness Unit Comparison

Analyze budgetsAsset Analysis

Version Analysis Position Budgeting

AnalysisVariance Analysis

Mass adjustments?

Make mass adjustments to line item budgets

Mass Adjustment List (H)Mass Adjustment Select (H)Mass Adjustment Details (H)

Work with methods (Line item budgeting)

Amount Per FTE (H) Amount Per Headcount (H)

Amount Per Period (H) Amount Per Unit (H)

Annual Growth% On History (H) Distribution Details (H)

Flex Formula (H) Itemization (H)

Line Period Details (H) Percentage of Economic Driver (H)

Period Growth% On History (H) Related Account/Stat Code (H)

Unit x Defined Amount (H) Uses 2 methods (H)

Perform global adjustments to position

budgeting dataBenefits Adjustment (H)Earnings Adjustment (H)

Salary Adjustment (H)



Results


Review and Analyze Planning Results


Budget Preparer





Select version


Version AnalysisPosition Budgeting Analysis

Variance Analysis

Reject budget back to previous

preparer

Create a working version of the budget/plan for analysis

Copy Version (H)

Evaluate alternative scenarios

Receive worklist notification that budget

preparers have submitted budgets for

reviewMy Planning Workspace

Modify Detail and Submit


Submit

Adjust and Submit

Decide Action


Adjust and Submit

Budget Coordinator


RejectYes, MassAdjustments

Yes, Line ItemAdjustments

MakeAllocations

Submit for ApprovalNo Adjustments Needed

Yes, Mid-Year Adjustments

Adjustments?

Reject scenario to preparers or previous

reviewers

Decideaction?

Define and execute allocations in master versionAllocations (H)

Define Allocation Source (H)Define Source Amount (H)

Define Allocation Target (H)Define Target Amount (H)

Adjust line items via methods or direct entry into gridAdd Budget Items (H)


Adjust budgets throughout yearUpdate Budgets from Source

Select version and submit for next review

Make mass adjustments to line item budgets



Results


Submit




Corporate Executive

Budget Coordinator



Approve

Yes

Reject

No

Reject

DefineAllocations

MakeAdjustments

AdjustLine Items

Yes

Define and execute allocations in master version

Allocations (H)Define Allocation Source (H)Define Source Amount (H)

Define Allocation Target (H)Define Target Amount (H)

Review plan

Receive worklist notification that the budget/plan was

submitted and is ready to finalize

My Planning Workspace

Decide action?

Make mass adjustments to line item budget-master version


Reject plans/budgets

Adjust line items via methods or direct entry into gridAdd Budget Items (H)






Review consolidated budgets and

approve or reject

Export approved budgetsExport to General Ledger

Export to HR

Reject plan

Approve plan

Copy a working version of the budget/plan

My Planning WorkspaceCopy Version (H)

Approval required?


Version AnalysisPosition Budgeting Analysis

Variance Analysis

Adjust and Submit


Results


Results

Manage Internal Controls


Business)


Create Business Intelligence

Data Administrator


Corporate Executive

Post Information to Performance

Ledger

Understand the Business Process

Determine Analytics

Required to Support the

Plan

Map Data Elements

Required to Create Analytics

Perform Activity-Based Analysis

Build Business Intelligence Repositories

Create KPIs and Measure

Performance

Evaluate Enterprise

Performance


Business)


PeopleSoft Perform Activity Based Analysis

Data Administrator

LedgerResource

EmployeeResource

Yes

No

Yes

No

Activities orCost Objects

Yes

Yes

Objects

Drivers

Yes

No

No

Resources

No

No

No

Yes

No, Batch ABM

Yes, Real Time

ABM

Yes

No

Yes

Yes

No

Yes

NoNo

Yes

Create or update Bill of Services

Bill of ServicesBill of Services Activities

Create or update activitiesActivities

Common ActivitiesCopy Common Activities

Activity Volume

Review and/or adjust ledger resource information

Ledger to Resource DataLedger to Budget

Ledger Resource-Planning

Validate data integrity of the model

Model Validation

Create the planning and simulation data

Run JobstreamUpdate

existing or create new model?

Copy an existing AB model

Model Copy

Copy an existing AB model

Model Copy

Review objectsObject RatesResourcesActivities

Cost ObjectsObject Details

Delete drivers? Review AB objectsResources

Cost Object Target DriversActivities

Cost ObjectsObject Details

Model Navigator

Create pointers to locate drivers

PointersImplicit Pointers

Transaction PointersPointer Quantities

Transactions

Create reports to audit setup

Driver CharacteristicsDriver Pointer

DrillbackDrillback LevelsResource Listing

Activity ListingReview Fragmentation

Employee Survey

Create objects (resources, activities, cost objects, drivers)

Real Time ABMReal Time ABM Interface

Map ledger expense data to resources

Ledger Map RuleLedger to Resource Mapping

Create or update cost objectsCost Objects

Cost Object VolumeCost Object Target Drivers

Cost Object Listing

Request analysis of the activity-based model

ABM CubeRun Jobstream

Create or update model Models

AttributesModel Driver Qty Option

Interface ValuesModel Generation Definition

Ledger Mapping CreationLedger Mapping Tree Usage

Ledger Mapping Defaults

Want to prototype?

Assign costs from

activities to costobjects?

Create AB object tableABM Center

Run Jobstream

Review results of analysisObject NavigatorTrend Analysis

Variance AnalysisContribution Cost

Cube ResultsDriver Rates

Review Driver QuantitiesTransactions

Review Fragmentation

Review model to balance?

Review driversDriver ListingDriver Rates

Driver QuantitiesReview Driver QuantitiesResource Target Drivers

Resource ListingActivity Listing

Activity Target DriversCost Object Listing

Cost Object Target DriversModel Navigator

Take appropriate

action

Map ledger amountsLedger Mapping Creation

Ledger Mapping Tree UsageLedger Mapping Defaults

Review and/or audit?

Review existing model and

determine if able to use for current

analysisModel AnalyzerModel Navigator

Create or update?

Create or update resourcesResources

Work GroupWork/Department Profile

Cost of CapitalEmployee ProfileResource ListingLedger Source

Routing Information

Update objectsReal Time ABM

Real Time ABM Interface

Create real time modelReal Time ABM

Real Time ABM Interface


Review and/or adjust employee resource information

Employee DetailsEmployee Resource Data

Jobcode to HireObject Volume Data

Employee Profile Processing

Assign costs from

resources to activities?

Updates required?

Post to batch?

Copy existing?

Use consistent

values to assign costs?

Add pointers?

Based on results of analysis, determine if wish to establish new

end-result targets

Calculate resultsReal Time

Processing Center

Map Data Elements


Create drivers to assign dollar amounts from one

object to anotherDriver Attributes

Driver Driver CopyDriver DataIBU Driver

IBU Driver CopyDriver Copy Model to Model

Delete DriversIBU Driver Delete

Driver Delete

Use ledger

mapping amounts from specific

period?

Create reports for cost objects, calculations, and/or

variancesCapacity Rate Variance

DrillbackObject AssignmentObject ContributionCost Object Listing

Take batch model as

template?

Post Information to Performance

Ledger

Prototyping Completed

Identify planning and simulation criteria

Budget ConstraintResource Spending Pattern

Jobcode ProfileEmployee Details

Cost Object VolumeActivity Volume

Object Volume DataPlanning and Simulation Center


PeopleSoft Create KPIs and Measure Performance

Data Administrator

Application Administrator

Employee

Yes

No

Map Data Elements


Maintain and migrate KPIsExpressions

Operands Data MapAudit EPM Objects

Compile Metadata Changes

Calculate and assess KPIsCalculation and Assessment

Action NotificationError Messages

Run Workforce Groups JobstreamRun Competency Strategy

Run JobstreamRun Multiple Jobstream

Assess scorecards and create notifications

Scorecard AssessmentManual Assessments

KPI Action NotificationsError Messages

Run Workforce Groups JobstreamRun Competency Strategy

Run JobstreamRun Multiple Jobstream

Create KPI reportsKPI by Strategic InitiativeKPI and Calc by Model

KPI, Target Rules by ModelKPI by Perspective

KPI DetailKPI Target Rule Values

KPI Data Element Values

Special projects

or actions required?


Create KPIsKPIs

KPI FamiliesCause and EffectCalculation Rules

Define KPI TargetsTarget Rule

Dimension MembersComposite KPIs

KPI PackageKPI Migration Utility

Review KPI resultsMy Profile

Single KPI, Hierarchical DimSingle KPI, Single Dim Member

Scorecard at a GlanceStrategy

KPI AnalysisStrategies by PerspectiveDetails by Strategic Thrust

PortfoliosKPI List

Portfolio KPI AnalysisPortfolio Scorecard Analysis

Strategic Thrusts DetailView Available Analysis Paths

KPI Compare

Identify supporting objects for Key Performance

Indicators (KPIs)Data Elements

CalculationsActions

ActivitiesAssessments

Assessment ColorsAssign Calendar to Scenario

System OptionsWeight Scales

EIP (KP_KPI_ASMT_FACTS): Publish KPI information

Create portfolios to compare scorecards to others, if

neededDefine Portfolio

Component Ranking Opposite Component Rank Dim Member Selection Rule

Maintain KPI values

Enter KPI ValueEnter KPI TargetsMy Manual KPIs

Create the scorecard

Define Scorecard

Identify strategic initiativesStrategic Initiative

Initiative Definition View

Identify strategy componentsStrategy Tree

Strategic ComponentsStrategic Comps KPI Set

Cause and Effect Set

Create scorecard reportsScorecards by Strategy Tree

Scorecards by KPIStrat Trees w/ Non-Term KPI

Scorecard AssessmentStrat Component by Strat Init

Strat Component by PerspectiveStrat Component by KPIStrategy Tree w/ Dup KPI

Review personal KPI information

My KPIsMy Manual KPIs

Filtered ListView/Modify KPI Dashboard


Oracle Legal NoticesPlanning and Performance ManagementEstablish Plans and Operating BudgetsDefine Planning and BudgetingDefine Planning ModelStage Planning ModelManage Planning ModelModify Detail in Budgeting and SubmitReview and Analyze Planning ResultsAdjust and SubmitApprove and Finalize

Create Business IntelligencePerform Activity Based AnalysisCreate KPIs and Measure Performance

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