Budgeting/Planning/Forecasting products

I am currently researching new internet based applications for
budgeting/planning/forecasting (rolling forecast). I am looking
at a product from Adaytum called eplanning. What Oracle
product(s) would be equivalent in functionalities and
capabilities to eplanning from Adaytum?
Is eplanning from Adaytum better than Oracle products for
Budgeting? Planning? Forecasting?
Where would I find an article that compare/rate them?
Thanks

Clarity Systems seems to be more flexible than Hyperion Planning. We've been using Planning now for 2 years and are considering transitioning to Clarity Systems. Clarity hooks up to Essbase cubes in the background just as Planning does but offers more features and less limitations than Planning. Hope this is helpful. Cameron

Similar Messages

Budgeting for CO production order

From KOT2 we can see budget profile exists for CO production order type CP01 and CP02.
But it is not allowed to use KO22 to enter budget amount.
Can anybody tell me how to set budget for CO production order?
Thanks~

Hi Ajay.
The reason why we want to control cost of production order is because there are too many subcontract items.
Sometimes works can be done within a plant are contracted outside.
Because there is no BOM or routing for a particular product,
we have to use CO production order instead of PP production order.
Planning on the order is also not possible.
That's why we want to set a budget to limit the use of subcontracting and also control production costs.
If Project System is activated, budgeting can be used on CO production order.
Since we are not using PS, we have to use internal order to collect subcontract related costs.
Best regards,
Sharon

Plan/Forecast Scenario in HFM - best practice

Hello all,
We're currently working on adding a Plan and Forecast scenarios to HFM
to incorporate some budgeting, which had previously been done in
Excel/Access. For those of you who do planning in HFM, would you care
to briefly summarize your processes?
1) How do you load the data into your HFM plan/forecast scenario?
Excel spreadsheet? FDM Multi-Load? Webform?
2) If you use Excel, do you just allow the users to submit via the
template using SmartView or formulas? What about audit/controls?
3) Do you let the users consolidate whenever they want?
Any other tips would be greatly appreciated!
Thanks

We've been doing budgeting forecasting for awhile in HFM.... However.... We leaving that and going to Hyperion Planning...
Some things you are going to want to consider:
1) You will probably have more people entering budgets \ forecasting then actuals, so there might be licensing cost.
2) Security will need to be considered, who get's what and where.
3) Budgeting \ Forecasting is usually done at a more granular level then rolled-up. This could make your HFM application much larger or more detailed then necessary.
4) If you re-org, which we do, we have to reconsolidate all the scenarios and all the years. Time consuming.
5) The is one rule file, making divisional or cross-company modeling difficult. For instance, one of our divisions has a very complex allocation model which we could not build in HFM.
6) Its not uncommon for users to ask for a rolling forecast, which can be done in HFM at the cost of more scenarios. Also, versioning is difficult in HFM.
7) Reporting will also need to be considered, who does it, how it looks and who gets what report.
With Planning, we don't have the above issues.
To answer your questions before moving to Planning:
1) How do you load the data into your HFM plan/forecast scenario, Excel spreadsheet, FDM Multi-Load, Webform? 90% use the data grids, 5% FDM (International or not on our GL) 5% SmartView (Powerusers)
2) If you use Excel, do you just allow the users to submit via the template using SmartView or formulas? What about audit/controls? How do you handle that in actuals? Our controls are handled via security
3) Do you let the users consolidate whenever they want? Yes - at the expense of users running consolidations over each-other

How to use Planning Forecast functions

I am new to Planning & Budgeting and playing with the Sample Applications, which comes with Planning & Budgeting. I wanted to know how forecasting can be done in Hyperion Planning. For example how do I implement or create the @TREND,@SPLINE, Linear, Non Liner forecasting business rules in Classic Sample Application.
Is their any documents specific or step by step guide to Hyperion Planning forecast?
Thanks in Advance
-Ramesh Janarthanan

Hi,
I really suggest you go on some courses, I doubt you will find a step by step guide to hyperion planning forecasting, it is a big subject and you need to learn the fundamentals first.
Cheers
John
http://john-goodwin.blogspot.com/

Budget Planning for Plant Maintenance

Explain functions for Budget planning through SAP BW-BPS (SAP Business Information
Warehouse)

SAP has the MCB functionlity for this.
With maintenance cost budgeting (MCB) functionality, SAP offers a product life cycle management cross-application component supplying a solution for planning a maintenance cost budget. A MCB in general is a budget for all costs for maintenance, inspection, and repair of technical assets. In the stricter sense of SAP R/3 software, a MCB is a budget for PM order costs.
MCB provides the following planning scenarios with pre-configured standard entries:
- The history-based scenario is history-based and the budget categories are combined in one overall planning scenario. This scenario can create records with budget categories preventive, planned or unplanned.
- The ad-hoc (hist) scenario
- The maintenance plan scenario is zero-based and can only create records with budget use preventive.
- The task list scenario is zero-based and can only create records with budget use planned.
- The ad-hoc (plan) scenario is zero-based and can create records with budget categories planned or unplanned.
The benefits of an appropriate budgeting tool include:
- Tool to drive down maintenance costs
- Better data integrity than spreadsheet-based budgeting
- Access to your plan data from everywhere with a user-friendly front end (Web interfaces)
- Ability to reflect changes in near future
- Flexible and accurate reporting
- Integration with other enterprise systems
- Data extracted automatically from back-end system
- Reduction of the budget preparation time
- Continuous planning with standardized, automated budget processes
- Better transparency of the budget planning process
- Support of planning as a company-wide effort, with a great number of managers and employees contributing
- Not just a tool but analytical applications
Regards,
Paul

Project budget and forecast tables in R12

Hi All,
I had to extract the budget and forecast amounts for each project in the below format.
Project number, budget/forecast, task, resource, PA period, burden cost..etc.+
We are on R12. Can I use below tables to extract the above information. or should i depend on PJI% tables. please suggest.
pa_budget_versions
pa_budget_lines
below is the full query i built:
SELECT pp.NAME project_name, pp.segment1 project_number,
haou.NAME project_organization, pp.project_type,
pp.project_status_code, pp.start_date project_start_date,
pp.completion_date project_completion_date,
pfpt.NAME fin_plan_type, pfpt.description fin_plan_description,
pfpt.plan_class_code, pbv.budget_version_id, pbv.budget_type_code, pbv.version_number,
pbv.budget_status_code, pbv.version_name, pbv.baselined_date,
pbv.labor_quantity project_level_labor_quantity,
pbv.labor_unit_of_measure, pbv.raw_cost project_level_raw_cost, pbv.burdened_cost project_level_burdened_cost,
pbv.revenue project_level_revenue, pbv.version_type,pbv.current_planning_period, pt.task_number, pt.task_name,
prlm.alias resource_alias, prlm.expenditure_type, prlm.event_type,
prlm.expenditure_category, prlm.resource_class_code,
prlm.unit_of_measure, pbl.start_date, pbl.end_date, pbl.period_name,
pbl.quantity, pbl.raw_cost, pbl.burdened_cost, pbl.revenue, prlm.resource_list_member_id,
prlm.resource_type_code
FROM apps.pa_projects_all pp,
hr_all_organization_units haou,
apps.pa_budget_versions pbv,
apps.pa_fin_plan_types_vl pfpt,
apps.pa_budget_lines pbl,
pa_resource_assignments pra,
pa_tasks pt,
pa_resource_list_members prlm
WHERE 1 = 1
AND pp.project_id = pbv.project_id
AND pp.carrying_out_organization_id = haou.organization_id
AND pbv.fin_plan_type_id = pfpt.fin_plan_type_id
AND pbv.budget_status_code = 'B'
AND pbv.budget_version_id =
(SELECT MAX (budget_version_id)
FROM pa_budget_versions pbv1
WHERE 1 = 1
AND pbv1.project_id = pp.project_id
AND pbv1.budget_status_code = 'B'
AND pbv1.version_type = pbv.version_type)
--AND version_type = 'COST'
AND pbl.budget_version_id = pbv.budget_version_id
AND pbl.resource_assignment_id = pra.resource_assignment_id
AND pra.resource_list_member_id = prlm.resource_list_member_id
AND pt.task_id(+) = pra.task_id
and pp.name = 'TEST_XX'
order by pp.segment1, pbl.period_name, pt.task_number, pbl.start_date

Can any body please help on this note..
thanks in advance..

Manual Budget Planning with Budget Control System

Hi Friends,
The below scenario i have found in Periodic/Closing Operations:
What is the purpose of Manual Budget Planning with Budget Control System
Can anybody provide the link or document with configuration for above scenario
Thanks
Venkat
Edited by: venkata raju khottari on Feb 14, 2009 2:52 PM

Dear venkata raju khottari,
Budget control is one part of Project System. Normally we have two types of Budgets one Budget for CAPEX and Budget for Over Head expnes. Max companies PS will take care by the Budgets. If u need any information let me know.
thanqu
raj

How to migrate Planning from Production to Disaster-Recovery server?

We are using Planning 11.1.1.3 Oracle repository. Presently our DR Planning Application name is different than production's name, and the DR's Windows server names are different from Production's. Otherwise, all other configuration the same.
How do we migrate Planning from Production to Disaster-Recovery server? We stopped Planning on DR server. Then we exported production planning Oracle repository and imported it to DR Planning. We restarted DR's Planning. DR planning seems to be running fine, but I am afraid to click "Refresh Planning" on DR Planning - it might update Production server. So how can I be sure DR and Production planning are disconnected ?
Is there anything we need to do? This method seems to be faster than migrating with LCM.
Edited by: Essbase Fan on Oct 18, 2010 10:11 AM

You are definitely go about it the correct way, if you are migrating the whole planning application I have to agree it is a safer and quicker route.
The connection information to essbase is stored in the planning system database/schema so as long as you have not migrated that then you should be good to refresh.
To put your mind at rest, log into the planning application and edit the datasource associated with the application then you will see where the essbase server is it is going to refresh.
Cheers
John
http://john-goodwin.blogspot.com/

Budgeting and Forecasting in AWM 11g

Hi,
We are looking at implementing the budgeting and forecasting capabilities into an Oracle OLAP 11g Cube built using AWM v11.1.0.6.0A.
On a very high level, we have the following questions:
1. What are the options available in AWM 11g for budgeting/forecasting.
2. What are the limitations/pre-requisites (in terms of cube or AW design).
3. Steps required to create a budgeting/forecasting model (like what needs to be done in the Cube Scripts) in AWM.
Any inputs on the above are highly appreciated.
Thanks and Regards,
Piyush

There is, unfortunately, no direct support for Forecasting in 11g AWM or the 11g OLAP API (which sits underneath AWM). But there is support for this in the OLAP DML and I recommend that you look at the OLAP DML Reference documentation. For forecasting, for example, see
FCOPEN function -- Creates a forecasting context.
FCSET command -- Specifies the forecast characteristics.
FCEXEC command -- Executes a forecast and populates Oracle OLAP variables with forecasting data.
FCQUERY function -- Retrieves information about the characteristics of a forecast or a trial of a forecast.
FCCLOSE command -- Closes a forecasting context.
These can be built into a DML PROGRAM, which can in turn be run from a Cube Build Script (as an OLAP DML command step).
You can write directly to the variables of a cube (provided you have not enabled Materialized Views, which is unlikely in this case).
There is support in the 11g OLAP API for MODELs in the OLAP DML sense, but this has not been exposed through AWM. You can use the API (Java or XML) to create models, custom members, and rules in models. See
OLAP Java API Reference (Javadoc)
In particular you may want to see classes
oracle.olapi.metadata.mdm.MdmModel and subclass MdmDimensionCalculationModel (to represent a model)
oracle.olapi.metadata.mdm.MdmAssignment (to represent an assignment of the form lhs = rhs in a model)
oracle.olapi.syntax.ConsistentSolveSpecification (to associated a model with a cube)
oracle.olapi.syntax.Expression and subclasses (to define rhs of model assignments)

Sales Planning & Forecasting

Dear Friends,
We have negative stocks allowed for the materials.
Pl tell me, whether we can configure Sales Planning & Forecasting and SOP.
Thanks,
Sreehari.
Edited by: Sreehari Kondapalli on Jun 15, 2009 3:40 PM
Edited by: Sreehari Kondapalli on Jun 16, 2009 10:57 AM

Hi,
You can get all the best practice documents over here.
http://help.sap.com/bp_crmv250/CRM_DE/index.htm
Click on Technical Information -> Building Block Library.
Regards,
Deepak
Edited by: Deepak Ahuja on Jun 9, 2008 5:11 PM

Budget / Planning Process

Hi,
My company would like to use the budget process in SAP to keep track of actual vs budget / Panning.
Can some one provide me the full configuration setup for the budget / planning process ?
Like creating budget version or plan version, entering of planned values, any need to create additional accts or used of secondary accts ?
Thanks.
Angel.

Dear,
If you are using Funds Management then you can have the budgeting funcitonality at very deep level.
If you are not using FM then use Internal Order functionality to meet your requirement. Do following to get this done...
1. Create Order type with category 01. (Tcode - KOT2)
2. Create Budget Profit and insert this into order type created in step1. (Tcode - OKOB)
3. Define tolerance for an Internal Order type which is located in SPRO>CONTROLLING>INTERNAL ORDER
4. Create internal order.
5. Assgn budget to internal order.
Regards,
Chintan Joshi

Planning "Configure Product Option" using configuration utility

Hi All,
I have installed HSS on server1 and Planning, Oracle DB in server 2.
Done the HSS configuration and i can able to log into HSS successfully. When i tried to configure my planning,
1. Open the EMP system configurator from planning server
2. Select Hyperion Foundation ( Configure DB, Common database). Here by default "Previousely configure the DB" was secected and configuration was success.
3. Next select planning "Configure Product Option" was not success.
Register with shared service was failed.
getting following error messages.
(Jul 24, 2011, 00:29:22 PM), com.hyperion.cis.config.CmsRegistrationUtil, ERROR, Authentication failed:
com.hyperion.interop.lib.OperationFailedException: Unable to Authenticate.Unable to Authenticate.
     at com.hyperion.interop.lib.helper.RegistrationHelper.register(Unknown Source)
     at com.hyperion.interop.lib.CMSClient.register(Unknown Source)
     at com.hyperion.cis.config.CmsRegistrationUtil.registerProduct(CmsRegistrationUtil.java:142)
     at com.hyperion.cis.config.wizard.RunAllTasksWizardAction.executeHubRegistrationTask(RunAllTasksWizardAction.java:452)
     at com.hyperion.cis.config.wizard.RunAllTasksWizardAction.execute(RunAllTasksWizardAction.java:236)
     at com.installshield.wizard.RunnableWizardBeanContext.run(Unknown Source)
(Jul 24, 2011, 00:29:22 PM), com.hyperion.cis.config.wizard.RunAllTasksWizardAction, ERROR, Error:
java.lang.Exception: Unable to Authenticate.Unable to Authenticate.
     at com.hyperion.cis.config.CmsRegistrationUtil.registerProduct(CmsRegistrationUtil.java:154)
     at com.hyperion.cis.config.wizard.RunAllTasksWizardAction.executeHubRegistrationTask(RunAllTasksWizardAction.java:452)
     at com.hyperion.cis.config.wizard.RunAllTasksWizardAction.execute(RunAllTasksWizardAction.java:236)
     at com.installshield.wizard.RunnableWizardBeanContext.run(Unknown Source)
(Jul 24, 2011, 00:32:12 PM), com.hyperion.audit.client.exception.AuditLoggingHandler, ERROR, XML-RPC failed
org.apache.xmlrpc.XmlRpcException: org.apache.xmlrpc.XmlRpcException: null values not supported by XML-RPC
     at org.apache.xmlrpc.XmlRpcClientResponseProcessor.decodeException(XmlRpcClientResponseProcessor.java:104)
     at org.apache.xmlrpc.XmlRpcClientResponseProcessor.decodeResponse(XmlRpcClientResponseProcessor.java:71)
     at org.apache.xmlrpc.XmlRpcClientWorker.execute(XmlRpcClientWorker.java:73)
     at org.apache.xmlrpc.XmlRpcClient.execute(XmlRpcClient.java:194)
     at org.apache.xmlrpc.XmlRpcClient.execute(XmlRpcClient.java:185)
     at org.apache.xmlrpc.XmlRpcClient.execute(XmlRpcClient.java:178)
     at com.hyperion.audit.client.AuditXmlRpcClient.pingServerForStartUp(Unknown Source)
     at com.hyperion.audit.client.runtime.PingForServerStartUp.run(Unknown Source)
Please help me to solve this issue.
Thanks in Advance,
GTS.

Hi
Assuming this is 11.1.2.1 env.For Planning were you able to
Deploy to app server
Configure database

Budgeting/Planning Applications

We may be looking at Budgeting/Planning applications at some point in the future. I am familiar with Hyperion Planning. Are there others that work with Essbase that may be worth looking at?

Clarity Systems seems to be more flexible than Hyperion Planning. We've been using Planning now for 2 years and are considering transitioning to Clarity Systems. Clarity hooks up to Essbase cubes in the background just as Planning does but offers more features and less limitations than Planning. Hope this is helpful. Cameron

Checking material availability during conversion planned to production orde

Hi All,
Please could you advise a way how to setup automatically conversion planned to production orders through material availability check, and in case of component unavailability to make system schedule start date as overall components availability date.
I also need that in case of material availability is unknown, SAP should not convert planned to production order.
thank you,
Regards, Andrey

Dear,
Please refer my reply from this link,
opjk
Regards,
R.Brahmankar

Hi, my current plans and products include Creative Cloud Photography plan (one-year) and Creative Cloud single-app membership for Photoshop (one-year), I only use photoshop occasionally and for very basic things, are these two plans required for basic p

Hi, my current plans and products include Creative Cloud Photography plan (one-year) and Creative Cloud single-app membership for Photoshop (one-year), I only use photoshop occasionally and for very basic things, are these two plans required for basic photoshop use or am I able to go with one or the other ?

PS is part of the photography plan, so your single app plan is redundant.
Mylenium

Budgeting/Planning/Forecasting products

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