Administering Planning وحدات LVC

Introduction to Planning and Planning Modules

• Course Objectives
• Agenda: Day 1
• Agenda: Day 2
• Lesson 1 Objectives
• Cloud EPM Planning: Overview
• Cloud EPM Services
• Planning Modules
• Financials
• Capital
• Workforce
• Projects
• Strategic Modeling
• Planning Clients and Tools
• Data Exchange
• Smart Push
• Planning Business Case
• Accessing the Planning Environment
• Summary

Setting Up Module-Based Planning Applications

• Lesson 2 Objectives
• Planning Module Configuration Checklist
• Integration Between Modules
• Planning Module Integration Scenarios
• Integration Task Flow
• Integrating with Budgetary Control
• Creating the Module-Based Planning Application
• Selecting the Planning Business Process
• Creating a New Application
• Defining the Application Framework
• Setting Up Application Details
• Reviewing Selections and Creating the Application
• Navigating to the Configure Page
• Summary

Enabling and Configuring Financials

• Objectives
• About the Financials Chart of Accounts
• Enabling Financials
• Enabling Financials Features and Subcomponents
• Mapping and Renaming Dimensions for Financials
• Associating Custom Dimensions with Financials Features
• About Internal Aggregation Rules
• About the Account and Plan Element Dimensions
• About Configuring Financials
• Setting Up Time Frame and Granularity
• Weekly Configuration
• Setting up Global Assumptions
• Managing Accounts and Drivers
• Adding Predefined Members, Custom Categories and Drivers
• About Accounts for Integration with Projects
• Importing Metadata
• Downloading Financial Data Load Templates
• Setting User Variables for Financials
• Reviewing the Financials Navigation Flow
• Summary

Enabling and Configuring Capital

• Objectives
• Enabling Capital
• Enabling Capital Features and Subcomponents
• Mapping and Renaming Dimensions for Capital
• Integrating with Capital
• Mapping the Project Custom Dimension
• Integrating Capital Data with Financials
• Adding a New Asset
• Calculate Asset and Roll Up Data Rules
• Mapping Capital Accounts
• Synchronizing Metadata and Data
• Push Data to Financials
• Setting Up Time Frame and Granularity
• Adding Asset Classes
• Setting Up Tangible Assets
• Setting Up Intangible Assets
• Importing Asset Details
• Downloading Capital Data Load Templates
• Reviewing the Capital Navigation Flow
• Verifying User Variables
• Setting Assumptions
• Summary

Enabling and Configuring Projects

• Objectives
• Enabling Projects
• Enabling Projects Features and Subcomponents
• Mapping and Renaming Dimensions for Projects
• Integrating with Projects
• Enabling Capital Projects
• Integrating Equipment Expenses with Capital
• Integrating with Workforce
• Projects Financial Mapping
• Setting Up Time Frame and Granularity
• Importing Metadata
• Importing Metadata Process
• Downloading Project Data Load Templates
• Managing Accounts and Drivers
• Setting Up Project Properties
• Reviewing the Projects Navigation Flow
• Verifying User Variables
• Summary

Enabling and Configuring Workforce

• Objectives
• Enabling Workforce
• Enabling Workforce Features and Subcomponents
• Mapping and Renaming Dimensions for Workforce
• Integrating other Modules with Workforce
• Integrating with Financials
• Synchronizing and Pushing Workforce Data to Financials
• Enabling Utilization of Employees in Projects
• Setting Up Time Frame and Granularity
• Calculations in a 13-Period Calendar
• Downloading Workforce Data Load Templates
• Setting Up Employee Properties and Demographics
• Managing Employees, Accounts, and Drivers
• Setting Up Salary Grades
• Setting Up Options and Tiers
• Setting Up Benefits and Taxes
• Setting Up Benefits and Taxes: Rule Synchronizing Defaults
• Setting Up Workforce Assumptions
• Reviewing the Workforce Navigation Flow
• Verifying Workforce User Variables
• Setting Up Compensation Assumptions and Defaults
• Workforce Assumptions, Salary Grades, Merit Rates
• Defaults: Salary, Additional Earnings, Benefits, Taxes
• Performing Mass Updates
• Workforce Rules
• Summary

Setting Up Strategic Modeling

• Objectives
• Strategic Modeling Overview
• Enabling Strategic Modeling
• Templates
• Creating Models
• Creating Scenarios: Overview
• Creating Scenarios
• Setting Up Forecast Methods
• Managing Subaccounts
• Managing Subaccounts: Adding Accounts
• Setting Up Model Access Permissions
• Setting Goals
• Setting Up Funding Options: Overview
• Setting Up Funding Options
• Setting Up Funding Options: Methods
• Simulations: Overview
• Creating and Running Scenario Rollups
• Summary

Entering Financials Data

• Objectives
• Financials Dashboard: Overview
• Revenue
• Income Statement
• Rolling Forecast
• Income Statement Rolling Forecast
• Managing Financial Planning
• Specifying Drivers and Trends
• Specifying Drivers
• Specifying Drivers and Trends: Adjust Driver Assumptions
• Specifying Trends
• Specifying Drivers and Trends: Trends
• Entering Data Directly
• Entering Data Directly: Revenue
• Entering Data Directly: Expenses
• Viewing the Income Statement
• Planning with Rolling Forecast
• Planning with Rolling Forecast: Revenue
• Planning with Rolling Forecast: Expense
• Summary

Entering Capital Data

• Objectives
• Capital Dashboard Overview
• Capital Dashboard Overview – Investments
• Managing Capital Assumptions
• Lease Asset Planning
• Lease Asset Planning Without IFRS 16 Standard
• Lease Asset Planning Without IFRS 16 Standard: Add Leased Assets
• Lease Asset Planning with IFRS 16 Standard
• Managing Existing Assets
• Transferring and Retiring Existing Assets
• Improving Existing Assets
• Managing Existing Leased Assets
• Managing Intangible Assets
• Adding and Removing Intangible Assets
• Managing Existing Intangibles
• Summary

Entering Projects Data

• Objectives
• Project Dashboard Overview
• Project Performance Analysis
• Setting Up Project Assumptions
• Standard Rates
• Overhead
• Working Days and Hours
• Adding Projects
• Contract Projects
• Indirect Projects
• Capital Projects
• Planning for Project Revenue
• Planning for Project Revenue: Revenue Assumption Forms
• Evaluating Financial, Non-Financial, and Qualitative Project Benefits
• Summary

Entering Workforce Data

• Objectives
• Workforce Dashboard Overview
• Compensation Planning Summary
• Expenses Summary
• Demographics
• Managing Hiring Requisitions
• Adding Hiring Requisitions
• Updating Hiring Requisitions
• Hiring Employees
• Managing Existing Employees
• Managing Employee Compensation
• Changing Employee Status
• Planning an Employee’s Departure
• Transferring Employees
• Managing Compensation Expenses
• Managing Jobs
• Planning Merit Rates
• Calculating Compensation Expenses
• Synchronizing Defaults
• Identifying Invalid Data
• Managing Non Compensation Expenses
• Updating Multiple Employees and Job Details
• Performing Mass Updates
• Loading and Calculating Incremental Data
• Reviewing Employee and Project Utilization
• Summary