PeopleSoft - Course Details

PSPBR91 PeopleSoft Planning and Budgeting Rel 9.1

PeopleSoft Course Description:
The students look at the use of Line Item activities, working with methods, reviewing line-item data and activities. They also analyze budget data using a Spreadsheet Add-In. The uses of Position and Asset Budgeting are developed. The student will see how they can handle marketing volatility and other deviations from the original plan proactively, in real time, by updating and recalculating planning model scenarios and activities. They are introduced to various delivered analysis reports.
PeopleSoft Course Duration:
4 Days Training
PeopleSoft Course Target Audience:
Functional Implementer
PeopleSoft Course Prerequisite:
Understanding of General Ledger,Understanding of EPM Warehouse Structure,Understanding of basic navigation and PeopleSoft concepts,Use of control tables to enforce business rules,Able to run processes and reports.
Course Content:
Business Process Overview
  • Understanding the Business Process
  • Understanding the Planning and Budgeting Process
  • Understanding the Planning and Budgeting Integrations
  • Finding Information About PeopleSoft Enterprise Planning and Budgeting in PeopleBooks
Setting up the System
  • Understanding PeopleTools Security
  • Understanding Trees in Planning and Budgeting
  • Understanding the Use of ACE
  • Identifying Data Integration Sources
Defining Planning and Budgeting Parameters
  • Understanding Planning and Budgeting Parameters
  • Defining History Analysis Base
  • Defining Activities and Activity Groups
  • Defining Drivers and Method Groups
  • Defining Spread Types
  • Defining Rate Combinations
  • Defining Scenarios and Scenario Groups
  • Defining Account Type Options and Account Categories
Setting Up Security and Roles
  • Understanding Planning and Budgeting Security Setup
  • Defining Planning and Budgeting Users
  • Setting Up Planning and Budgeting Security Groups
Setting Up Position Budgeting Defaults
  • Describing Position Budgeting
  • Defining Position Budgeting Defaults
  • Setting Up Job Code Defaults
  • Setting Up Position Data Defaults
  • Reviewing Defaults from Human Resources
  • Setting Up Position Integration Defaults
  • Updating Position Activity Data
Setting Up Asset Budgeting
  • Specifying Asset Budgeting Defaults
  • Defining Asset Catalogs
  • Defining a Capital Acquisition Plan
Designing the Planning Model
  • Understanding the Planning Model
  • Validating the Planning Model
  • Staging Scenarios and Activities
  • Using the Model and Scenario Manager
  • Releasing the Planning Model
Using Flexible Formulas
  • Defining Flexible Formula Sources
  • Defining Flexible Formulas
  • Assigning Flexible Formulas
  • Updating and Staging Flexible Formulas
Using the Planning Workspace
  • Describing the Planning Workspace
  • Managing Planning Workspaces
  • Creating Working Versions
  • Accessing Planning and Budgeting Activities
  • Submitting Plans and Budgets
  • Rejecting Plans and Budgets
  • Setting User Preferences
Working with Line Item Activities
  • Describing Line-Item Activities
  • Working with Line-Item Activities
  • Working with Methods
  • Making Adjustments
  • Reviewing Line-Item Data
  • Submitting Line-Item Activities
  • Using the Spreadsheet Add-In
  • Importing Line Items
Using Mass Adjustments and Allocations in Line-Item Activities
  • Working with Mass Adjustments
  • Working with Allocations
  • Maintaining Allocations
Working with Position Budgeting Activities
  • Using the Position Overview Page
  • Adding and Copying Positions
  • Modifying and Distributing Position Costs
  • Filling, Terminating, Deleting, and Transferring Positions
  • Applying Compensation Adjustments
  • Reviewing Position Budgeting Data
Working with Asset Budgeting Activities
  • Using the Asset Overview Page
  • Working With In-Service Assets
  • Adding New Assets
  • Reviewing Asset Budget Data
Updating the Planning Model
  • Understanding the Planning Model Update Feature
  • Copying the ACE Model
  • Recalculating Scenarios and Activities
  • Running Combination Data Validation
  • Updating Driver Parameters
  • Updating Budget Amounts from the Source System
Running Analysis Reports
  • Using the Analysis Pages
  • Using the Report Pages
  • Using PS/nVision
  • Exporting Planning and Budgeting Data
Setting Up Planning Targets
  • Describing Planning Targets
  • Defining Planning Target Defaults