Hyperion Planning & Budgeting 11.1.2.2 https:// hypprd.co.pinellas.fl.us/workspace/index.jsp fy13

1. Hyperion Planning & Budgeting 11.1.2.2 https://hypprd.co.pinellas.fl.us/workspace/index.jsp fy13 http://hyperion.pinellas.local:19000/workspace/index.jsp fy14 http://opusapp4.co.pinellas.fl.us:9704/analytics/saw.dll?bieehome&startPage=1 Linda Benoit Pinellas County Office of Management & Budget

2. Hyperion Databases Oracle Hyperion Public Sector Planning and Budgeting is really 2 databases:  • Line Item Budgeting for Expenditures and Revenues • Position Budgeting for personal services costs • A Hyperion process runs to push the position data to the line item budget

3. Hyperion Integration Oracle Projects Hyperion Public Sector Planning & Budgeting Oracle General Ledger Oracle Human Resources

4. Hyperion Planning & Budgeting: Module Integrations • General Ledger • A regularly scheduled data feed from the Oracle E-Business applications to Budget will occur. Final budget will be sent to GL after adoption • Project Accounting • Project information will be extracted from Projects and fed to Hyperion once when CIP budgeting is complete • Human Resources • Employee and position data will be extracted from HR and used as a basis for position budgeting in Hyperion

5. Oracle HRMS Oracle HRMS Integration Oracle Advanced Oracle Benefits ( OAB ) Time & Labor Oracle Payroll ( OTL ) Oracle Learning Management Manager Self - ( OLM ) Service Oracle Employee Self - Financials Service Oracle Human Resources Oracle Hyperion Procurement Budgeting Business Oracle Projects Intelligence & Reporting

6. Oracle General Ledger General Ledger Integration § Human Resources § Payroll § Accounts Payable Oracle Human § Advanced Benefits Oracle § Accounts Receivable Resource § Time & Labor Financials § Assets § Self - Service HR Management § Learning Management Oracle Projects Oracle Oracle & Grants General Procurement Accounting Ledger Reporting , Dashboards , Other Subledgers Business Intelligence Hyperion Budgeting Planning &

7. Hyperion Planning & Budgeting: Ownership of Data • Hyperion Planning & Budgeting • The Office of Management and Budget (OMB) is the business owner of the Hyperion Planning & Budgeting application. • Prior actual account balances are interfaced in from GL. • Position records are interfaced in from HR. • Budget submissions are entered by departments.

8. Hyperion Planning & Budgeting:New Terminology • Dimensions • Parents • Children • Multi-Dimensional vs. Table Drive Data • Cube • Intersection • Point of View (POV) • HR Organization (Org)

9. Line Item Dimensions • Year – The budget year we are working on. (In Jun-13 it is FY14) • Period – The sub-divisions of a year (Total Year, Quarter, Month) • Scenario – The segment of the budget information we are working on. (Prior Year Actuals, Current Year Budget, Current Year Estimate, Proposed Budget, Decision Package1, Decision Package2) • Version – The stage of the budget that we are working on. (Baseline, Target, Department Budget, County Administrator Budget, Proposed , Adopted) • Fund – The GL Fund segment. (In Budget, there’s an F prefix, like F0001, general fund) • Entity – The GL Center segment. (In Budget, there’s an C prefix, like C321110, OMB) • Account – The GL Account segment. (In Budget, there’s an O prefix, like O5310001 Professional Services) (That’s O, as in object code) • Program – The GL Program segment. (In Budget, there’s a PM prefix, like PM1001 Administration) • Project – The GL Program segment. (In Budget, there’s a P prefix, like P000007A, Public Safety Facility) • Future – The GL Future segment. (In Budget, there’s a FU prefix, and one value FU0000000) • Plan Items – this has only 1 value by default, Unspecified Plan Items.

10. Line Item Forms

11. Budget Versions BUDGET STAGES • Stage 1 (aka Baseline) • Target • Department Budget • County Administration • Proposed Budget • Public Hearing 1 • Public Hearing 2 • Adopted Budget

12. Position Budgeting Dimensions • Entity – The HR Organization (Org) from the HR system. (Example, BCC:Office of Management and Budget or BCC:Planning) • Year – The next budget year we are preparing.  (In January-2013, it will be FY14) • Scenario – The segment of the budget information we are working on. (Current Year Estimate, Proposed Budget, Decision Package1, Decision Package2) • Version – The stage of the budget that we are working on. (Baseline, Target, Department Budget, County Administrator Budget, Proposed , Adopted) • Position – The position number from HR.  Positions are assigned to an HR Org. • Job Code – The Job Code from HR.  Job Codes are assigned to Positions. • Compensation Elements – These are the components of total compensation for an employee or a position. (Salary grade, additional earnings, employer-paid benefits, employer-paid taxes) • Budget Items – These are the components needed to define position budgets. (FTE, Status, Allocation Assignment Costing) • Account - this contains additional information about a position, like Pay Type, Default Weekly Hours, Salary Basis, Position Type, etc.

13. Position Budgeting Summary

14. Manage Salary Grades

15. Other Compensation Elements

16. Position Details-General

17. Position Details-Salary Grade

18. Position Details-Other Earnings

19. Position Details-Benefits

20. Position Details-Allocations

21. Line Item Reports

22. Line Item Reports

23. Position Reports

24. Position Reports

25. Position Reports

26. Smartview

27. Key Points • Flexible by design • Need for knowledgeable technical staff • Reports are all custom • Database design defines processing speed • Position calculations are processes • Line item roll-ups are processes

28. Questions and Answers