Set up a detailed planning model

Administrators use the steps below to create a detailed planning model.

 Tip:  You must perform most steps in the order listed, but except where specified, you can go back later and make changes.

Required steps

Most of the following steps are mandatory for any detailed planning implementation.

  1. Create the detailed planning cube, using the New Cube Wizard.

    Select the appropriate Cube Type:

    • If you are planning for employees, choose Detailed Planning (Personnel)
    • If you are planning for anything else, choose Detailed Planning (General)

  2. After the cube is created, use Model Manager to populate the dimensions by importing Organization, Projects, Accounts, Versions, and so on, as applicable. The only dimension populated by Detailed Planning Manager is the detailed planning object (DPO). The DPO will have whatever name you choose to give it.

     Example:  If you are planning for personnel, your DPO will be Employee.

     Note:  Optionally, you can now connect your detailed planning cube to your financial cube. However, this step can be done at any time. Doing so now offers advantages in terms of sharing dimensions and other cube features. See the final step under Optional steps below.

  3. In Detailed Planning Manager, define the attributes of the DPO.
  4. (Optional) Enable automatic IDs for DPO records.
  5. Define the calculations.
  6. Import data to the attributes of the DPO.
  7. (Optional) Create global vectors.

  8. Import the DPO Input Calculation data.

    (Note that this step completes the structure of the model.)

  9. Post data to the detailed planning cube.

    (After posting, you can open the data in Ad Hoc Analysis, as you would for any other cube.)

Optional steps

The following steps are optional in that they depend on your own detailed planning needs.

  1. Create user IDs in FP&A Plus for all users of your detailed planning model.
  2. Add users to FP&A Plus and define data access for all detailed planning users.
  3. If you want to use detailed planning in a workflow, you need to do the following:
    • Create schedules for data entry in a workflow
    • Create review and approval templates for the workflow, using Template Studio.
    • Create a workflow task of type Detailed Planning, using Workflow Manager. This workflow task will incorporate the schedule and templates you created in the preceding steps.
  4. Create allocations.
  5. Add scenarios.
  6. Edit the reporting categories.
  7. If you want to post calculated detailed planning data to your financial cube, link the cubes.