Planninginteractive End Usercourse Description

PlanningInteractive End UserCourse Description

The 1-day Applied Planning End-User course is designed to take interactive Planners through all the essentials of working in a Hyperion Planning system. Although this course description describes the typical flow of a class, elements of the Applied Planning Developer course can also be added to fit the needs of the class. The course begins with a general overview of Planning with a review of Planning terms, and the architecture of all the Planning components and how they are commonly used. The course then focuses on tasks that end-users must perform during the planning cycle. We walk you through creating and modifying forms, working with forms to enter data, adding annotations, and the rest of the form features such as running business rules. For client on version 4.0 and up, we cover how to use the forms in the Smart View client. We finish up by going through Workflow Management and the process of submitting a plan for review.

Clients may add any or all of the following courses for a comprehensive Planning Interactive End-User training solution: 1-day Analyser Developer, 1-day Reports Developer, 1-day Excel Add-In.

Here is the course description for this 1 day class in detail:

Overview of Planning

We un-bundle all the components within a Planning implementation and cover the architecture of the product suite. This section also familiarizes students with the terminology used in Planning and multidimensional design. In doing this review of the concepts we introduce you to all the tools used in Planning development by walking students through an extensive demonstration. Students will understand how all components fit together: Planning, Essbase, EPMA, Classic Planning, Forms, HBR, Calc Manager, Workspace, and Financial Reports.

Building Forms

After the basics of design have been covered, we look at forms from the end-user perspective. The focus is on designing forms based on different requirements, including form design alternatives, the mechanics of building and customizing forms, best practices for deploying forms, and advanced topics such as building asymmetric forms and building dynamic forms that allow users to add rows on the fly.

Smart View Client

If a client is using Smart View, we walk through all the steps for accessing forms through the Excel Smart View client. We go through taking forms off line, submitting data, and all the equivalent functionality that the Forms interface provides.

Business Rules

We show you how to add business rules to a form and manage the options for how they will interact with Planners.

Workflow Management

This section covers how to move a plan through the review and approval process. We go through typical ways we see companies take advantage of this feature in Planning to manage the budgeting cycle and how to use task lists to help in the process.

Course Duration: 1 day.

Prerequisites: None

Contact:For further information or to schedule training, contact Martin Skelly at