Manage DPOs

In Detailed Planning Manager, the middle drawer is named for the entity (the Detailed Planning Object) that the model is planning for. You use the "DPO" drawer to manage the data for the DPO, and to post it to the cube.

 Example:  In personnel planning, the drawer is named Employee.

After you have set up your model, including importing the entity list, the entities appear in the panel as leaf members of a tree ordered on the Organization (Geography) dimension.

The DPO drawer

Start working in the DPO drawer.

  1. From the drop-down above the DPO tree, accept the default scenario, or select another:

    xxx

  2. To make the tabs appear, in the tree select a DPO.

     Note:
    • The selected scenario applies to all the tabs.
    • The available tabs can vary, depending on the nature of the DPO and the selected scenario; you may not see all the tabs described in the procedures below.

Profile tab

Use the Profile tab to edit the attributes of the selected DPO.

  • Select the Profile tab.
    • To add a DPO, click and complete the attributes.
    • To edit a DPO, select it or search on Keys and/or Names.

    • To delete a DPO, select it and click .

       Best Practice:  Typically you only delete a DPO to remove incorrect data; for example, if an employee leaves the organization, the best practice is to set the employee's record to Inactive.

Summary tab

Use the Summary tab to review the data calculated for the DPO. The columns are the Time members; the rows are the results of all the calculations that affect the DPO.

  1. Select the Summary tab.

    The default view groups the calculations by their reporting categories.

  2. To see the calculations grouped by their associated Detailed Planning cube target accounts, click Reporting Category View and select Target Account View.

    (Calculations that do not have a target account are grouped under Unlinked Calculations.)

  3. To change the time range, use the Start Period and End Period controls.

    (The default starting month is the DPO's Start Period and the default last month is the last month in that fiscal year. The time scope is limited to the time scope of the DPO record.)

    Note the following:

    • The Total Column is calculated depending on the Time Conversion of the target Detailed Planning cube account that a calculation links to; if a calculation is unlinked, the periods shown in the Summary tab (that is, controlled by the slider) are totaled.
    • Calculations of the type Formula always show a blank in their Total Column.
    • Recalculations occur when you make changes elsewhere in the DPO drawer and reselect the Summary tab.
    • The data in the Summary tab shows only the results of calculations, before any allocations are made.

Actions tab

Use this tab to manage the Actions applied to this DPO. An action changes the value of a single attribute and occurs in a specific period.

  1. Select the Actions tab.
  2. To add an action, type its name in the last row.
  3. Select the date the actions occur on, and the attribute you want to change.
  4. In New Value, type or select the change that you want.

Discretionary tab

Use this tab to manage the Discretionary calculations that apply to the DPO in the current scenario.

  1. Select the Discretionary tab.
  2. To assign/unassign a calculation, select/deselect it.

Adjustable tab

Use this tab to view and manage all the adjustable calculations for the DPO. (Adjustable calculations are those that have one or more parameters that the administrator has specified can be changed by end users, typically department managers.)

  1. Select the Adjustable tab.

  2. Select a Calculation type.

    The entire calculation appears, but only the parameters designated as adjustable are enabled.

  3. Make your changes. To return the parameter to its default setting, click .

Input tab

Use this tab to manage the input calculations for the DPO.

The detailed planning administrator defines input calculations at the model level and can provide default values for them. Administrators and contributors can adjust these values or create new ones using the Input tab.

  1. Select the Input tab.

    All the Input Calculations that apply to the DPO appear in a single table, with the Time dimension members of the scenario as columns and the calculations as rows. The Total column sums all the values in a row.

  2. To spread values evenly across all the columns, change the value in Total; if you edit the value in any cell, Total reflects the change.

     Tip:  You can use the icons in the lip to copy/paste single cells or ranges of cells. You can also perform Fill Right (Ctrl-R) and Fill Down (Ctrl-D).

  3. To change the time range, use Start Period and End Period; the number of columns changes accordingly.

Allocations tab

The administrator defines allocations at the model level; at the DPO level, administrators and contributors assign and adjust allocations.

  1. Select the Allocations tab.

    The tab lists all the allocations available for the selected DPO:

    • Non-discretionary applications are always assigned; you cannot unassign them.
    • Discretionary allocations can be assigned/unassigned using their check boxes.

     Note:  If an allocation you expect to see is not listed, it is likely either Inactive or conditional (and the selected DPO fails to satisfy its conditions).

  2. To adjust an assigned allocation, change any of its enabled properties.
  3. Click Save.

Posting data

You post data from your Detailed Planning Model into a cube using Process Manager's DP Post process or directly from Detailed Planning Manager (using the procedure below). Either way, the process created is the same and offers the same posting options. Posting processes Detailed Planning Object data for a specific scenario (runs actions, calculations, and allocations) and consolidates and moves the results to the Detailed Planning cube and/or the financial cube.

To run this process you must have administrator security access. The process can be run immediately or as part of a scheduled process folder.

  1. Click Post Data.
  2. Select the Scenario.
  3. Select the destination cube(s).
  4. Click Post.