PeopleSoft Enterprise Performance

Management 9.1 Feature Pack 2

Business Process Maps

June 2013

PeopleSoft Enterprise Performance Management 9.1 Feature Pack 2 Business Process Maps
CDSKU epm91fp2bpms
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Planning and Performance Management

Corporate
Executive

Evaluate
Enterprise
Performance

Define Business
Strategy

Budget
Analyst

Operations
Management

Establish Plans
and Operating
Budgets

Execute Business
Plan (Operate
Business)

Create Business
Intelligence

Data
Administrator

Copyright 1999, 2013, Oracle and/or its affiliates. All rights reserved.

Establish Plans and Operating Budgets

Corporate
Executive

Define Business
Strategy

Evaluate
Enterprise
Performance

Modify Detail and

Submit

Budget
Preparer

Budget
Coordinator

Define Planning
and Budgeting

Define Planning
Model

Stage Planning
Model

Manage Planning
Model

Approve and
Finalize

Execute Business
Plan (Operate
Business)

Operations
Management

Budget
Reviewer/
Analyst

Copyright 1999, 2013, Oracle and/or its affiliates. All rights reserved.

Review and
Analyze Planning
Results

Adjust and Submit

Define Planning and Budgeting

Corporate
Executive

Define Business
Strategy

Evaluate
Enterprise
Performance

Define historical, financial

data for the model
History (Analysis Base)

Budget
Coordinator

Define account type

options
Account Type Options

Define time
hierarchies
Time Hierarchy

Identify ranges of
accounts grouped
together for
budgeting and
inquiry
Account Categories

Define budgeting activities

and model dimensions
Activity
Activity Groups
Dimension Member Mapping

Define email templates,

if needed
Email Templates

Define line item

budgeting methods
Planning Methods
Method Drivers
Driver Lookup Tables
Method Groups

Define spread types to

distribute amounts in line
item and for positions
Spread Types

Select and attach any

documentation appropriate for
planning and budgeting
Documentation and Guidelines

Define rate
combinations, if using
multi-currencies
Rate Combinations

Setup Position Budgeting

Setup or
review?

Review HR Data

Setup Asset Budgeting

Setup Planning Targets

Copyright 1999, 2013, Oracle and/or its affiliates. All rights reserved.

Define scenarios and

scenario groups for use in
analysis and forecasting
Scenario
Scenario Groups
Scenario Period Mapping

Define position budgeting

defaults
Position Number Default
Position Budgeting Accounts
Position Data Default

Review Human Resource

default data
Job Codes
Benefits Plan Type
Earnings Codes
Tax Class
Union Codes
Action Reason

Define job code defaults

Job Code Defaults
Distribution Profile
Salary Group
Benefit Group
Earnings Group
Employer Tax Group

Define data integration defaults

for staging
Map HR Units and Departments
Earning Codes and Plan Types

Define Planning
Model

Define asset budgeting

defaults
Asset Budgeting Defaults
Asset Catalog
Capital Acquisition Planning
Define rules for planning
targets
Planning Target Validation
Planning Target Tolerance
Planning Target Control

Define Planning Model

Assign planning method

defaults to line-item
activities
Method Group Defaults (H)
Copy Method Group (H)

Define Planning
and Budgeting

Define public views to

determine how users
view data in line-item
budgets
Define User View (H)

Create
flexible
formulas?
No
Yes

Line Item
Budgeting

Budget
Coordinator

Create or copy a
planning model
and assign default
parameters
Planning Models

Select or create an
activity group or
scenario group
Planning Models

Manage activities
and scenarios in
the model
Scenario Manager

Define dimension levels for

planning centers and other
dimensions
Activity Scenario Level
Select (H)

Define data sources, spread,

comparison scenarios, and
planning target details
Data Sources (H)
Activity Scenario Spread (H)
Planning Target Control
Planning Target Summary (H)

Define flexible formulas and data

sources for flexible formulas
Flexible Formula Sources
Flexible Formulas
Flexible Formula Group Copy
Type of
activity?

Position Budgeting

Assign security
group
User Security Group

Assign email
templates
Email Templates

Asset Budgeting

Stage Planning
Model

Copyright 1999, 2013, Oracle and/or its affiliates. All rights reserved.

Stage Planning Model

Define Planning
Model

Budget
Coordinator

Copyright 1999, 2013, Oracle and/or its affiliates. All rights reserved.

Validate components of
planning model and
review results for planning
model activity scenario
Model Validator
Model Validator Report

Stage model by
scenario and
include activities
Data Staging

Review dimension member

details and exceptions
Dimension Member Inquiry
Dimension Exceptions Inquiry

Review staging
process details
Scenario
Manager

Release activity
scenario
Scenario Manager

Notify budget
preparers that the
models are ready
Data Staging

Manage Planning
Model

Manage Planning Model

Budget
Coordinator

Stage Planning
Model

Manage status of
the planning
models
Model 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
workspace
Update Staged Data

Update driver parameters

in a staged model
Refresh Driver Parameters

Recalculate planning
model
Model Recalculation

Validate line item budget data

against combination and
commitment control rules
Combination Data Validation

Modify Detail in
Budgeting and
Submit

Budget
Preparer

Copyright 1999, 2013, Oracle and/or its affiliates. All rights reserved.

10

Modify Detail in Budgeting and Submit

Budget
Coordinator

Manage Planning
Model

Line Item
Budget

Adjust line items via

methods or direct entry into
grid
Add Budget Items (H)
Line Item Modifications (H)
Line Item Notes (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)
Yes

Budget
Preparer
Receive worklist notification
that model is available and
assess planning work
My Planning Workspace

Create a working version

for analysis
Copy Version (H)

Working with?

Position
Budget

Update position budgeting data

Benefits (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)

Perform global
adjustments to position
budgeting data
Benefits Adjustment (H)
Earnings Adjustment (H)
Salary Adjustment (H)

Analyze budgets
Asset Analysis
Version Analysis
Position Budgeting
Analysis
Variance Analysis

Create budget reports to

review budgeting
information
Version Analysis
Scenario Comparison
Summary of Methods
Budget Comparison
Position Information
Planning Target Analysis
Business Unit Comparison

Mass
adjustments?

No

Asset
Budget

Budget
Reviewer/
Analyst

Copyright 1999, 2013, Oracle and/or its affiliates. All rights reserved.

Make mass adjustments to line

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

Select version and submit it

for next review

Adjust asset budgeting information

Asset Overview
Asset Data (H)

Review and
Analyze Planning
Results

11

Review and Analyze Planning Results

Budget
Preparer

Modify Detail and

Submit

Evaluate
alternative
scenarios

Receive worklist
notification that budget
preparers have
submitted budgets for
review
My Planning Workspace

Budget
Reviewer/
Analyst

Copyright 1999, 2013, Oracle and/or its affiliates. All rights reserved.

Create a working version of the

budget/plan for analysis
Copy Version (H)

Analyze budgets
Asset Analysis
Version Analysis
Position Budgeting Analysis
Variance Analysis

Create budget reports to

review budgeting
information
Version Analysis
Scenario Comparison
Summary of Methods
Budget Comparison
Position Information
Planning Target Analysis
Business Unit Comparison

Decide Action

Reject budget
back to previous
preparer

Select version

Modify Detail in
Budgeting and
Submit

Adjust and Submit

12

Adjust and Submit

Approve and
Finalize

Budget
Coordinator

Yes, Mass
Adjustments

Budget
Reviewer/
Analyst

Review and
Analyze Planning
Results

Adjustments?

No Adjustments Needed

Yes, Line Item

Adjustments

Yes, Mid-Year
Adjustments

Copyright 1999, 2013, Oracle and/or its affiliates. All rights reserved.

Make mass adjustments to line

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

Adjust line items via methods

or direct entry into grid
Add Budget Items (H)
Line Item Modifications (H)
Line Item Notes (H)

Reject

Decide
action?

Make
Allocations

Reject scenario to
preparers or previous
reviewers

Submit for Approval

Modify Detail in
Budgeting and
Submit

Select version and submit

for next review

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)

Adjust budgets throughout year

Update Budgets from Source

13

Approve and Finalize

Budget
Reviewer/
Analyst

Adjust and Submit

Reject

Review
consolidated
budgets and
approve or reject

Approve

Review plan

Approve plan

Corporate
Executive

Reject plan

Review and
Analyze Planning
Results

Yes

Reject

Receive worklist
notification that the
budget/plan was
submitted and is ready
to finalize
My Planning Workspace

Analyze budgets
Asset Analysis
Version Analysis
Position Budgeting Analysis
Variance Analysis

Budget
Coordinator

Create budget reports to

review budgeting
information
Version Analysis
Scenario Comparison
Summary of Methods
Budget Comparison
Position Information
Planning Target Analysis
Business Unit Comparison

Decide action?

Define
Allocations

Make
Adjustments

Adjust
Line Items

Operations
Management

Copyright 1999, 2013, Oracle and/or its affiliates. All rights reserved.

Reject plans/
budgets

Review and
Analyze Planning
Results

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)

Copy a working version of

the budget/plan
My Planning Workspace
Copy Version (H)

Adjust line items via methods

or direct entry into grid
Add Budget Items (H)
Line Item Modifications (H)
Line Item Notes (H)

Make mass adjustments to line

item budget-master version
Mass Adjustment List (H)
Mass Adjustment Select (H)
Mass Adjustment Details (H)

Approval
required?

No

Export approved budgets

Export to General Ledger
Export to HR

Manage
Internal
Controls

Execute Business
Plan (Operate
Business)

14

Create Business Intelligence

Evaluate
Enterprise
Performance

Corporate
Executive

Understand the
Business
Process

Determine
Analytics
Required to
Support the
Plan

Map Data
Elements
Required to Create
Analytics

Perform ActivityBased Analysis

Data
Administrator

Build Business
Intelligence
Repositories

Post Information to
Performance
Ledger

Create KPIs and

Measure
Performance

Operations
Management

Execute Business
Plan (Operate
Business)

Copyright 1999, 2013, Oracle and/or its affiliates. All rights reserved.

15

PeopleSoft Perform Activity Based Analysis

No

Want to
prototype?

Yes,
Real Time
ABM

Create real time model

Real Time ABM
Real Time ABM Interface

Take
batch model as
template?

Create objects
(resources, activities,
cost objects, drivers)
Real Time ABM
Real Time ABM Interface

Yes
Update objects
Real Time ABM
Real Time ABM Interface

No

Calculate results
Real Time
Processing Center

Updates
required?

No

Post to batch?

No

Prototyping
Completed

Yes

Copy an existing
AB model
Model Copy

Use
ledger
mapping amounts
from specific
period?

No, Batch
ABM

Map Data
Elements
Required to Create
Analytics

Yes

Map ledger amounts

Ledger Mapping Creation
Ledger Mapping Tree Usage
Ledger Mapping Defaults

Yes

Review existing
model and
determine if able to
use for current
analysis
Model Analyzer
Model Navigator

Update
existing or create
new model?

No

Validate data integrity

of the model
Model Validation

Request analysis of the

activity-based model
ABM Cube
Run Jobstream

Review results of analysis

Object Navigator
Trend Analysis
Variance Analysis
Contribution Cost
Cube Results
Driver Rates
Review Driver Quantities
Transactions
Review Fragmentation

Employee
Resource

Take
appropriate
action

Create reports for cost

objects, calculations, and/or
variances
Capacity Rate Variance
Drillback
Object Assignment
Object Contribution
Cost Object Listing

Yes

Data
Administrator

Copy existing?

No

Yes

Copy an existing AB
model
Model Copy

Create or update model

Models
Attributes
Model Driver Qty Option
Interface Values
Model Generation Definition
Ledger Mapping Creation
Ledger Mapping Tree Usage
Ledger Mapping Defaults

Review objects
Object Rates
Resources
Activities
Cost Objects
Object Details

Based on results of
analysis, determine if
wish to establish new
end-result targets

Identify planning and simulation

criteria
Budget Constraint
Resource Spending Pattern
Jobcode Profile
Employee Details
Cost Object Volume
Activity Volume
Object Volume Data
Planning and Simulation Center

Create or update resources

Resources
Work Group
Work/Department Profile
Cost of Capital
Employee Profile
Resource Listing
Ledger Source
Routing Information

Create the planning

and simulation data
Run Jobstream

No

Create or
update?
Create or update activities
Activities
Common Activities
Copy Common Activities
Activity Volume

Create AB object table

ABM Center
Run Jobstream

Activities or
Cost Objects

Use
consistent
values to assign
costs?

Yes

Review
and/or audit?

Review and/or adjust employee

resource information
Employee Details
Employee Resource Data
Jobcode to Hire
Object Volume Data
Employee Profile Processing

Build Business
Intelligence
Repositories

Review and/or adjust ledger

resource information
Ledger to Resource Data
Ledger to Budget
Ledger Resource-Planning

Post Information to
Performance
Ledger

Ledger
Resource

Assign
costs from
resources to
activities?

Yes

No

Yes

Create drivers to assign

dollar amounts from one
object to another
Driver Attributes
Driver
Driver Copy
Driver Data
IBU Driver
IBU Driver Copy
Driver Copy Model to Model
Drivers

Assign
costs from
activities to cost
objects?
Delete drivers?

Create or update cost objects

Cost Objects
Cost Object Volume
Cost Object Target Drivers
Cost Object Listing

Copyright 1999, 2013, Oracle and/or its affiliates. All rights reserved.

Delete Drivers
IBU Driver Delete
Driver Delete

No

Resources
Create or update Bill of
Services
Bill of Services
Bill of Services Activities

Yes

Map ledger expense data to

resources
Ledger Map Rule
Ledger to Resource Mapping

No

Review
model to
balance?
No

Objects

Review drivers
Driver Listing
Driver Rates
Driver Quantities
Review Driver Quantities
Resource Target Drivers
Resource Listing
Activity Listing
Activity Target Drivers
Cost Object Listing
Cost Object Target Drivers
Model Navigator

Create reports to audit

setup
Driver Characteristics
Driver Pointer
Drillback
Drillback Levels
Resource Listing
Activity Listing
Review Fragmentation
Employee Survey

Review AB objects
Resources
Cost Object Target Drivers
Activities
Cost Objects
Object Details
Model Navigator

Add pointers?

Yes

Create pointers to locate

drivers
Pointers
Implicit Pointers
Transaction Pointers
Pointer Quantities
Transactions

16

PeopleSoft Create KPIs and Measure Performance

Review KPI results
My Profile
Single KPI, Hierarchical Dim
Single KPI, Single Dim Member
Scorecard at a Glance
Strategy
KPI Analysis
Strategies by Perspective
Details by Strategic Thrust
Portfolios
KPI List
Portfolio KPI Analysis
Portfolio Scorecard Analysis
Strategic Thrusts Detail
View Available Analysis Paths
KPI Compare

Maintain KPI
values
Enter KPI Value
Enter KPI Targets
My Manual KPIs

Employee

Review personal KPI

information
My KPIs
My Manual KPIs
Filtered List
View/Modify KPI Dashboard

EIP (KP_KPI_ASMT_FACTS):
Publish KPI information

Calculate and assess KPIs

Calculation and Assessment
Action Notification
Error Messages
Run Workforce Groups Jobstream
Run Competency Strategy
Run Jobstream
Run Multiple Jobstream

Application
Administrator

Map Data
Elements
Required to Create
Analytics

Identify supporting objects

for Key Performance
Indicators (KPIs)
Data Elements
Calculations
Actions
Activities
Assessments
Assessment Colors
Assign Calendar to Scenario
System Options
Weight Scales

Create KPIs
KPIs
KPI Families
Cause and Effect
Calculation Rules
Define KPI Targets
Target Rule
Dimension Members
Composite KPIs
KPI Package
KPI Migration Utility

Data
Administrator

Identify strategy components

Strategy Tree
Strategic Components
Strategic Comps KPI Set
Cause and Effect Set

No
Special
projects
or actions
required?

Maintain and migrate KPIs

Expressions
Operands Data Map
Audit EPM Objects
Compile Metadata Changes

Create portfolios to compare

scorecards to others, if
needed
Define Portfolio
Component Ranking
Opposite Component Rank
Dim Member Selection Rule

Assess scorecards and create

notifications
Scorecard Assessment
Manual Assessments
KPI Action Notifications
Error Messages
Run Workforce Groups Jobstream
Run Competency Strategy
Run Jobstream
Run Multiple Jobstream

Create the
scorecard
Define Scorecard

Create KPI reports

KPI by Strategic Initiative
KPI and Calc by Model
KPI, Target Rules by Model
KPI by Perspective
KPI Detail
KPI Target Rule Values
KPI Data Element Values

Create scorecard reports

Scorecards by Strategy Tree
Scorecards by KPI
Strat Trees w/ Non-Term KPI
Scorecard Assessment
Strat Component by Strat Init
Strat Component by Perspective
Strat Component by KPI
Strategy Tree w/ Dup KPI

Build Business
Intelligence
Repositories

Yes
Identify strategic initiatives
Strategic Initiative
Initiative Definition View

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17