How to understand Workforce planning

Hi,
I'm going to implement Hyperion Workforce planning 11.1.2 (out of the box). Is there any document explains workforce planning account members in a simple way.
Thanks in advance.

Thanks Jake
Actually I've taken a look about WFP admin guide but it doesn't explain account members. I hope if there is any other document to explain more in a simple way for beginners.
cheers,
- Ahmed

Similar Messages

Need Guideline in Workforce Planning

Hello All,
I am working on project, where I have to create data forms in workforce planning. I also am reading Oracle Hyperion workforce planning Administrator Guide. My question is can some one help or guide me to create my plan types?
I can create dimensions by Navigating > Administration > Dimensions > Add Dimensions
I can create Data Forms by Navigating > Administration > Managing Data Forms > Create
I have confusion about under given questions....
1- As I know there are pre-build data forms ..so how can we modify and use them for loading data? I can understand we can load data by DIM or Outline load Utility but how can we load data manually?
2- What is relationship between Dimension and Data Forms which I have mentioned up there? If I create Dimensions then we can work or Data Forms or is there any other philosophy?
3- How to increase rows, and columns in those data forms and what will be the Fields for HR?
I have been told to create two dimensions i.e. Employees and Positions. I can create those Dimensions as I mentioned above steps but what kind of parents and child i need to put and how can i load those dimensions in to Workforce Data Forms.
I hope to hear positive reply..
Thank you very much in Advance for helping me to understand this workforce.....I am really new in to workforce please help...
Thanks,

Hi Alp Burak,
Thanks for great guide line....I have already worked with essbase but i dont have enough exp. but i am more positive to learn every day new stuffs...and thanks for nice comments i will look through your suggested points then will get back to you....
But today i facing new error...if you any great views about then please pass to me
I have created new planning application at work since they asked me to develop workforce application for their business needs. I have created planning application and then I initialized to workforce.
Now as soon as I click on any of those Data Forms I am getting this error ( The data form Begin vs End is invalid. Check log for details. ) ...............> Moreover, I have checked error.log file too and it was saying that there is no any application.
I went back to Essbase system to create Essbase server and put same name as my application has then tried to REFRESH but as soon as i click on refreshed I have not get any message or any changes....other than that I went back to my workforce planning application even i am not able to see REFRESH button Visible....
Please guide me and let me know that where i am laging...and what should i have to do....since I have already ready Planning admin and workforce admin guide too but just do not get why i am getting this error...
I will appreciate you if you guide me from you precious time.....This my work project so hop to hear from you...
Thank you very much in advance...and prompt reply will be appreciated

Activity missing in Workforce planning:project view

Dear experts,
I an caught up with the following problem:
1) I created a project with WBS and activities.
2) Created relationship between activities.
3) Created project team
When I try to perform workforce planning (project view) using transaction CMP2, some of the activities are missing in the list.
Please let me why this happens and also how to include the missing activities.
Thanks and regards

Hi
Please check following prequisites-
1.HR mini-master record (infotypes 0001and 0002).
2.Assigned work centers to the internally processed activities.
3.Entered Formulas in the work center to determine capacity requirements.
4.Scheduled the activities to generate capacity requirements.
5.Assigned only one labor capacity to a work center. (that is catagory 002)
6."Determine Cap. Check" indicator is ticked in the network header.
Regards

Workforce Planning Customization Assistance

We are rolling out a very vanilla planning application in the next few weeks. The application consists of a plan named FinPlan (contains income statement, balance sheet, etc.) and a plan called Payroll (workforce planning plan type). The WFP is the piece I am struggling with as I am working to customize many of the calcs (we wont use the performance metrics - mainly just the headcount, salary, taxes, merit, and possibly benefits tracking and calculation) and am stuck trying to unwind some of the predefined rules that come out of the box when you intialize WFP. I have downloaded the admin guide and it has been helpful, but it isnt enough to keep me going. Here are my current questions I am trying to run down...
1. What is the best way to track an employee's job title? I can't use the "position" member as it is a predefined smart list and we will have too many variations to try and list there (Director is a position, but we have 20 different director level positions I need to keep track of). This will help with open position budgeting as turnover occurs and we keep a total fixed number of employees in the system based on the approved org chart. I was thinking of having a member with text properties associated with the employee name when I set them up. Not sure if that will be enough to have it available for reporting and other analysis.
2. Do you have to input the "merit month" by employee? We have an annual merit cycle where everyone receives their appropriate raise at the same time. I tried applying the merit month and % increase in a similar fashion as I did payroll taxes but it did not work. For taxes I loaded rates at the "No Entity", "No Scenario", etc levels and it applied to all employees properly. I would assume whatever method will work for merit would also work for equity adjustments or merit overides (where someone gets planned to receive a "higher than average" merit increase).
3. Can someone provide some insight around how to plan over multiple years? We will be planning in 2013 in this application. Our model is built to covers a 5-year strategic view (2013-2017) as well. Is there a way to have whatever we plan in 2013 carry over into subsequent years so that our 2014-2017 years build on 2013 with an assumption around merit each year? I assume this will require a business rule to make happen but wanted to verify before i start down that path.
Thanks in advance for your help. In addition, any assistance or resources anyone can point me to would be greatly appreciated.

Hi Jake,
Take a look at page 81 in the Workforce Planning Admin Guide for 9.3 at:
http://download.oracle.com/docs/cd/E10530_01/doc/epm.931/wfp_admin.pdf
I'm guessing you are looking at the formula in Essbase and not in Planning. In Planning it should say something like
If ([FiscalOffset] == 0) ...
As part of the planning deployment to Essbase that it changed to reflect the month offset from Jan based on a Fiscal Year not beginning in Jan.
Please let me know if you have any more questions.
Regards,
John A. Booth
http://www.metavero.com

Workforce planning data not getting copied into the CATs

Dear all,
I am doing the activity confirmation in the project by transferring the data from CATs. However in order to maintain the data in CAT2 we have to copy the data from workforce planning.
currently it is not happening. The data is not getting copied in CAT2.
regards,
sudhir

Hi,
how about with worklist, these are the options required to transfer the data from PS to worklist.
refer to the period which you have planned in CAT2?
Rgds
Sudhir reddy

Workforce Planning for Partially Confirmed Activities

Hi All,
I have recently configured Workforce planning for one of the clients, and it has been working as per the requirement. Here, I have configured Workforce Planning profile and Scheduling parameters of Network. So, once a Project and a Network is created, User plans Personnel for this Network's activity using CMP2. Also, CATS profile is maintained in such a way that Worklist shows the Planned hours and accordingly a person can book Time against it.
Now, the problem arises after a Personnel assigned to an activity books the Timesheet. Once a Person books time against this particular Activity, it gets disappeared from CMP2 screen. Now, practical implications are that, suppose that person goes for a leave or leaves the organization and PM wants to assign another person for the same Activity (which is partially confirmed).
How can we address this issue - to perform workforce planning for Partially Confirmed activities?
Any pointers to User Exits, BADIs, BAPIs or SAP Notes are highly appreciated.

Hi Sanjeev,
Thanks for your feedback.
In CMP2, we are already checking the activity work hours. According to that only we are adding resource, then checking that resource's availability and then assigning work.
As an example, activity work duration is from 20.08.2014 to 30.09.2014. I assigned a resource A from 20.08.2014 to 30.09.2014 for 8 hours because he is available in that duration.
Now, the real problem comes when this resource is suddenly unavailable (due to any reason) and PM comes to know about this on 07.09.2014. Resource A has already booked Timesheet for the duration he has worked (20.08 to 06.09). So activity is PCNF.
So PM wants to reduce the Work assignment for Resource A from 30.09.2014 to 06.09.2014 and assign Resource B from 07.09.2014 to 30.09.2014, but he is unable to get this activity in CMP2 view because it is PCNF. Here PM can only see activities of same project which are in REL status.
So how can I enable this PCNF activity in CMP2 view.
If there is any IMG activity settings, then let me know.
If this is standard behavior and can be done through User Exit/BADI/BAPI then also let me know.
Message was edited by: Aditya Kotak

Workforce Planning "Status" Formula

In Workforce Planning, the "Status" formula has a couple of lines that don't make sense to me. I'm wondering if anyone knows what this code is trying to accomplish.
Here's the member formula:
IF (@ISDESC("New Employees"))
IF ("BegBalance"->"Start Month" != #MISSING)
IF (0 == 0)
IF ("Cal TP-Index">= "BegBalance"->"Start Month")
"Status" = 1;
ENDIF
ELSEIF (("BegBalance"->"Start Month" - 0) > 0)
IF ("Fiscal TP-Index">= ("BegBalance"->"Start Month" - 0))
"Status" = 1;
ENDIF
ELSEIF ("Fiscal TP-Index">= ("BegBalance"->"Start Month" + 12 - 0))
"Status" = 1;
ENDIF
ENDIF
ELSE
In the third line, the code seems to be saying . . . "if zero equals zero". This section is then followed by two ELSEIF clauses. When would zero NOT be equal to zero, and how would those ELSEIF clauses ever run? Am I misinterpreting the code?
Thanks!
- Jake

Hi Jake,
Take a look at page 81 in the Workforce Planning Admin Guide for 9.3 at:
http://download.oracle.com/docs/cd/E10530_01/doc/epm.931/wfp_admin.pdf
I'm guessing you are looking at the formula in Essbase and not in Planning. In Planning it should say something like
If ([FiscalOffset] == 0) ...
As part of the planning deployment to Essbase that it changed to reflect the month offset from Jan based on a Fiscal Year not beginning in Jan.
Please let me know if you have any more questions.
Regards,
John A. Booth
http://www.metavero.com

Workforce Planning in Planning and Budgeting Cloud Servie

Hi Experts,
Does Oracle Planning and Budgeting Cloud Service (PBCS) have Pre-build modules Workforce Planning, Capital Asset Planning and Project Finance Planning.
According to my understanding PBCS doesn't have any pre-build modules. I am not sure whether recently it has been added or not, so I wanted to double check.
Thanks in Advance.
Regards
SKH

PBCS still does not offer other planning modules like Workforce plnning/Capex etc.
you can see more info at https://docs.oracle.com/cloud/latest/pbcs_common/CSPGS/apes02.html
Regards,
Sunil

Workforce planning in maintenance orders

Hello experts
I did already a lot of research and I made also some tests in the SAP system but I didn't find any answer to my question.
I have two work centers. Both should work for Projects and for maintenance orders or orders in general. The capacity planning and the workforce planning for projects (CMP1,3 e 9) is all clear. I have two work centers, assign them to a project and with the transactions mentioned before I can assign a person to the activity for the projects. But now I want to setup the maintenance order in a way that I'm able to make the workforce planning.
I create a new order with IW31. There I'm going to maintain a work center for the first operation. In the operation itself I maintain the work load, the date and the assignment for the person. I release and schedule the order.
Afterwards I'm able to see the requirement for this work center in the CM50.
Now my question
If I want to make the workforce planning report I can't see the assignment of the person I assigned before in the order. I can only see assignments of project activities. How can I handle this issue? Is there a change to be made on the work center or are setup some categories or profiles wrong?
I'm looking forward to get a helpful answer and I'm thanking all of you who are going to reply to this thread
Best regards
Jimsonweet

Hi,
You can use CM51 for assignments of persons in operations. I am not sure this report combines these with assignments for networks. Nevertheless, capacity evaluation can be configured in great detail in SAP. You may create your own profiles under customization for Capacity Requirements Planning and call your own evaluation profiles with CM07. Maybe you can create a report which better suits your requirement than standart reports in terms of selection and representation.
Regards.

Workforce planning in maintenance order

Hello experts
I did already a lot of research and I made also some tests in the SAP system but I didn't find any answer to my question.
I have two work centers. Both should work for Projects and for maintenance orders or orders in general. The capacity planning and the workforce planning for projects (CMP1,3 e 9) is all clear. I have two work centers, assign them to a project and with the transactions mentioned before I can assign a person to the activity for the projects. But now I want to setup the maintenance order in a way that I'm able to make the workforce planning.
I create a new order with IW31. There I'm going to maintain a work center for the first operation. In the operation itself I maintain the work load, the date and the assignment for the person. I release and schedule the order.
Afterwards I'm able to see the requirement for this work center in the CM50.
Now my question
If I want to make the workforce planning report I can't see the assignment of the person I assigned before in the order. I can only see assignments of project activities. How can I handle this issue? Is there a change to be made on the work center or are setup some categories or profiles wrong?
I'm looking forward to get a helpful answer and I'm thanking all of you who are going to reply to this thread
Best regards
Jimsonweet
Edited by: Jimsonweet on Nov 21, 2011 1:23 PM
Edited by: Jimsonweet on Nov 21, 2011 1:24 PM

Hi,
Just check if you assigned the person responsible in Basic data tab of the work centre in u201CIR02u201D.Also check if you have maintained partner determination for the person
In addition please check the following link if it may be of some use to you.
http://help.sap.com/content/bobj/sbu/docu_epm_swp_design.htm
Best regards
DSR

Workforce planning in Projects

What are the different ways of assigning people to Work Centers?
My target is to get a worklist for CAT2 transaction from project internal activities.
1. I can assign people to Work Centers in workforce planning?
2. I can assign people to Work Centers with Organizational structure?
3. Is there any infotype in HR mini-master also to set such link?
What is the best practice to get that worklist updated? I have it just empty and not sure why.
Also is it possible to do a workforce planning at the WBS-element level? If so, how?
Thank you.

Best practice is based on requirement.
Please check the customization of your data entry profile in worklist area.
If you are using workfoce planning stricly for all the project then frist is best approach. but that you have to update regularly the assignments.
2. I can assign people to Work Centers with Organizational structure?
Here you assign person, most probabaly permenanatly for long time to workcenter, so you need not to chagne.
3. Is there any infotype in HR mini-master also to set such link?
As per my knowledge there is no such infotype to set up.
With regards
Nitin P.

Planned hours in workforce planning

Hi,
Planned hours in workfforce planning transaction CMP3 for network activity is disappearing after 4 weeks. Anybody has idea how this is happening? does any thing missing in profile?
Thanks,
Sudhir

Hi,
Refer the following F1 help given by SAP, for Period split.
Number of periods in a period unit
Specifies the number of period in the period split that have the corresponding period unit.
Note
The system can display up to 50 periods.
Example
You have entered a planning period for workforce planning starting 3 months before the current date and ending 12 months after.
For this planning period you specify the following period split:
Period no. Period unit Number of periods
1 Week 11
2 Day 20
3 Week 4
4 Month 3
This means you display the past period at the start of the planning period in weeks. For the immediate future you select a very detailled display in days. For the more distant future you need less detail and therefore choose progressively longer periods.
If the period split does not cover the whole planning period, only those periods are displayed that have been defined. The system, however, does read the data for the whole planning period, so that you can display the missing periods by changing the period split in the transaction.
vemula

Hyperion Workforce planning Vs HRMS

Can someone tell me what are the major advantages of Hyperion Workforce Planning module over Oracle HRMS?
Waiting for expert suggestions! Thanks in advance.
- Vishnu

Hi,
For creating Employee dimension and associating the attributes like Race, Gender etc to the employee.
Step 1 :First create the attribute dimension with the members in the planning application for Race, gender etc and associate them to Employee Dimension.
step 2: Create the .csv for the 1000 employee to load that in the planning application.
That file will have all the columns like
Example:
Parent, Employee, Alias: Default, Data Storage, Aggregation (Wrkforce), Attribute.
"Existing Employee",XYZ,XYZ,Store,+,Male.
Use the Outline Load utility to load the Employees under Parent "Existing Employees". This way you can load the metadata for
your Employee dimension and also your attribute will be associated at the same time. Once your dimension or metadata for employee gets loaded,
you can then load the data corresponding to the Employees.
Hope you understand...
Thanks,
Sourabh

Person assignment with workforce planning

Dear All,
I plan activity for one day 8 hours & assigned person to activity in CMP2 & distribute work for same day & for same hours,
when i assign same person with diffrent activity with diffrent project with in CMP2 system not showing any message with same person is assigned same day with diffrent project.
How same person can work two project with same time,
Kindly share yours experiance.
Regards
Gajjen

Hi,
I tested with without person assignment in work center, yes you can assign any person to any project if have capacity but when we distribute work in workforce planning by assignment of person with day & time then same person how can assign to other activity ,because his working hours are fixed,if working time is 8.5 hours & person assign for 8 HR to activity then same person should not work to another activity more than 0.5 hrs,system should not allow.
May i know Standard SAP allow it or not?
Regards
Gajjen

I want to understand Explain Plan

Dear Gurus,
I want learn/understand Explain Plan for query so as to tune the query.
OR I want to tune query by understanding their plan but how it help to tune query.
Could anybody give me link or material on above.
Thanking in advance
Sanjeev

If you don't want to read the Oracle documentation, then this book is excellent: Troubleshooting Oracle Performance - Christian Antognini
It does a great job of explaining execution plans.

How to understand Workforce planning

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