Planning Unit stuck

Good Afternoon,
We are having an issue where when eccluding a planning unit in tree view, all units seem to be excluded. However when going into flat view, I see the main top level entity "Total Entities" 6 times and 4 of the instances show it as "First Pass" and 2 of the instances show it as "Under Review" . All other entities in the entire tree show "Not Started".
Also in the current budget, my main budget planners are seeing the entites 4 times and are unable to send the cost centers to the next level planners for input.
We are using Planning 11.1.3 and just completed a full refresh of all services (essbase and planning) but this did not resolve the issue.
Any advice appreciated.
Regards,
Anthony

If you edit your planning unit hierarchy there should be an option to add a secondary dimension so you should be able to add department.
Cheers
John
http://john-goodwin.blogspot.com/

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Planning Units issues in Hyperion Planning 11.1.2

Hi, experts.
I'm new in HP, so needed some help with misunderstanding of how PU&proccess management normally works.
More detailed I interested at the area of Validation rules.
I have to give an example of few problems I met during my try to implement this functionality.
Firstly, it's a newest version of EPM 11.1.2 installed and supported by the vendor's professionals
I have Planning app deployed in EPMA with 14 dims. I didn't drop any standard planning dimensions, all are present
There is the only PU hierarchy to test how approvals works. It has 3 entities and 12 elements of additional dimension - functional group. Hence, there are 36 level zero members in PU hierarchy.
Form1 consists of 36 rows according to PUH, columns are Period (17) and one custom dim for the target, plan values, it's diff etc. Validation rule VR1 on Form1 check negative values of target minus plan (I plan expences) VR1 has "No Promote" flag. Then I start 2 level0 planning units (entity1-FuncGroup1 and entity1-FuncGroup2). I try to promote these PU1&PU2. It's Ok only if negative exists I get an data error links drilling down into my form1. So user can see the error and all happy.
Problem actually with form2 that has Region Dim in page. Entity,Functional Group,Account in rows and Plan value,Year,Period in columns. It also has VR2 for testing plan values greater than 1000 with No Promote option. Another VR3 checks values greater than 100 to add new approver, reviewer (no matter) to the approvals process management.
Both VR2 and VR3 don't work accurately. They fired only for the first member in page (Region), hence any data validation for other regions except first skipped. In addition VR3 when triggered for Region1 always circles (between new and previous approver). It meens there is no way to finish this proccess using the promote option. Anyway you can approve PU, but all steps after current Aprover will be skipped in promotional path.
Maybe I can't work with Proccess managment in the right way? So could anybody give me an idea what's wrong. I've spent much time googling any issues like me have
Many thanks in advance,
Vladimir

Hi, Theresia
Yes you're absolutely right, I created VR from the manage form's menu. So I use standard HP 11.1.2 functionality. I've seen it in new features while read Oracle documentation. Also with testing of approvals in Proccess managment I use distinct colours for negatives and diff values (greater 1000 and 100 in my example). Colours work fine, but i can't say it about aprovals :). And all these examples of using planning form VR's i've taken from oracle administrators&user guiide and from presentations of EPM 11.1.2
In addition I've started work with Hyperion products 2-3 month ago. Hence I have to read a lot of information because my previous experience was OLTP, RDBMS not OLAP.
As a first step i wanna know all standard possibilities of product i use. And also best practice and some often used technics. Many thanks for your idea with Smart list and BR i'll try it (though i use EMPA and Calc Manager rules). I know that soon I have to use Java API's, so I might read and learn Java to write the simplest code first. But for me it's too much info i have to load into my brain in such short period :)
As a resume, my opinion it's a bug of new features EPM 11.1.2. But maybe I'm wrong cause none has said the same
Anyway thanks, Theresia, for your help. If you know or will some new additional info i'll say you thanks again
Best regards,
Vladimir

Error While Opening dataform after creating Planning Unit Hierarchy

Hi All,
I created a Planning Application through classic wizard. Then i created a planning unit hierarchy, after which I am getting the following error: (when i try to open a dataform, from some user other than admin/owner)
*"Security and/or filtering has resulted in a required dimension not being represented on this data form"*
I know that this error occurs when some dimension members are represented on dataform but are not assigned with security rights. But thats not the problem in my case. Because I assign security rights to all members of all dimension just for the sake of testing. I later on identifed that this error occurs due to dimensions present in POV i.e. I need to select a single member of each POV dimensions, then in such case this error disappears.
Now my question is that why i need to select a single member from each POV dimension? I general i leave POV dimensions as it is, while creating dataform
Right now i aad a dummy member at the top of each dimension, e.g Account_UnSpecified, Entity_UnSpecified and so on . . . and then i select this member from each of POV dimension.

Hi,
You can try creating new Root folder and new workspace for your NWDS.
1. Create a new folder with name ' <userID>_NWDS_NEW_ROOT ' in your machine
2. Create a new folder with name ' <userID>_NWDS_NEW_WORKSPACE ' in your machine
3. Open NWDS (and logon to DTR)
4. Remove all configurations from your Development Configuration perspective (except 'Local Development')
5. Go to Window --> Preferences --> Java Development Infra --> Development Configurations
6. Change 'Root Folder' to the folder created in step-1
7. Close NWDS
8. Create ' Run_NWDS.bat ' file in your NWDS installation folder which has 'SapIde.exe' file
(it will be generally in --> C:\Program Files\SAP\IDE\IDE70\eclipse)
9. Type following in .bat file -->
SapIde.exe -data "<complete path to folder created in step-2>"
10. Now double click on this .bat file to open NWDS
Now logon to DTR, import configuration, create project from 'inactive DCs' and you should be able to create project and see it in respective perspective.
Regards,
Amey

User In Planning unit Hierarchy unable to see data form in editable mode

hi all,
we are facing a problem in planning unit hierarchy in Hyperion planning, where we have 4 users, Hierarchy is define as
hierarchy: budget approved
version: approved
Entity: Finance
Senario:Budget
haroon asghar ( owner)
adeel javid (Reviewer)
Naeem asghar (Reviewer)
Imtiaz (Reviewer)
Issue is that,after start the budget activity (promotional path) by Admin, the data form editable to Owner haroon asghar
but after completing his work by haroon,when he promote the planning unit ,the next user in Hierarchy "Adeel javid" unable to see data form in respective planning unit in uneditable data form not only for this user but all rest of the users as well,while i think data form should only uneditable(grayed) for user Haroon Asghar who promote the planning unit.
we have checked all security rights to the users those are "Write access" but still Adeel javid is unable to enter data,so the budget activity is stop due to this problem.
when i remove the planning unit then i log in with all user one by one and see all data form required version,scenario and entity were editable to all users mention above
we want to run budget activity with the above planning unit hierarchy.
plz any one provide the proposed solution of the said issue
we are using Product Version 11.1.2.0.00
Regards
Anwar

Reviewers will not be able to write data to the intersection. Reviewers can only review the data and follow-up with a Reject, Promote, Sign off, Delegate, Originate or Freeze.
Please refer Article ID 1226783.1 in MOS.
HTH-
Jasmine.

Weblogic Integration 9.2 task plan editor stuck up

Hi,
I am trying to create a taskplan file i.e .task file in weblogic workshop for bea weblogic platform 9.2.During the creation the task plan editor stuck up.
The following is the message in problem window of weblogic workshop
IWAE0033W The module WorkListWeb_WLI_ComponentBeans in enterprise application project WorkListEAR is not mapped to a workbench project.Use the application editor to correct
Let me know if any one has faced this type of problem.
Any type of help is appreacible.
Thanks in Advance
Regards
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Edited by bishnu_kumar at 12/12/2006 4:53 AM
Edited by bishnu_kumar at 12/12/2006 4:57 AM

Hi Bishnu,
I am too getting the same issue.Please let me know if you find the solution of it.

Report Painter - Use SKF to calc act/plan unit costs in CCtr report

Hi Report Painter Gurus,
I am an end user working with our Report Painter consultant and I have asked for a Cost Centre report with columns for Actual Costs, Actual Unit costs, Plan costs, Plan Unit costs for Month and Cumulative. I have seen this report in my previous business so I know it can be done but consultant says it's impossible.
The report I previously used had the SKF values at the bottom of the cost centre report and then the unit costs columns (both actual and plan) referenced these SKF cells in the formula which divided Cost by SKF.
We have created the SKF using KK01 and posted dummy amounts in KB31N but consultant says he cannot reference the SKF values in the formlas.
If you can spell it out to me (I have dabbled in Report Painter myself), then I am sure I can explain it to consultant.
Any help gratefully appreciated!
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Matthew,
I think it is quiet simple. When you add a column to the report painter report you can choose from the drop down menu for 'Basic Key figure' whether it is Costs, Activity quantity, Statistical quantities, etc.
So if you have a column with Costs (X1) and one more column with quantities (X2), you can easily come up with another 'formula' column and use the equation (X1/X2).
I think this should serve your purpose.
Best regards,
Vishal Thakur.
Edited by: Vishal Thakur on Mar 2, 2010 11:08 AM

Approvals Process: Cannot promote a Planning Unit

Hi, Am new to the Approvals process in Planning 11.1.2.2
Have set up a Planning unit and assigned owner and reviewers to entities. Approvals template is set to "Bottom Up". Have also assigned a version and scenario to the Planning Unit H. When the Planning Unit is Started , the current owner changes to the user assigned as the owner and all is good. However when the owner attemptes to promote the planning unit to the next reviewer the promotion action fails with the message "Change status cannot change ownership to the new owner due to insufficient access". For my testing, have assigned the owner and all reviewers "Approvals Administrator" access to the planning application.
Any ideas as to what access the error message is talking about ?
Thanks !

Dear,
-Please check with the Provision that you have given to the USER,
-Use file based export and checke wheater you missed any user to mention that hierarchy.
-IN the approval hierarchy check every node weather you have given the user there or not, chances are that even if you miss one member you will get
this error.
-We faced the same issue and we got resolved it by checking the Provision of the User and following the above steps
Thanks
Bejagam Naveen

Workflow Planning Unit Ownership - Begin the budget review process

As an Admin, is there a way to assign multiple planning units with an import option or something like that? Right now the only option I see is to go in one-by-one and start the fcst cycle and then assign the ownership to the person who is entering the budget information. I have 150 Entity members to assign for one forecast cycle and was wondering if there was a "smarter" way to do this.

Hi!
We are referring to the same example of wf for which you answered some time ago. But we need to extend the process to the whole entity dimension. Thus we have this situation.
our entity dimension: --> http://postimage.org/image/d3utdauzn/
Our wf process:
free format wf. (since the entity hierarchy does not follow a linear path: bottom-up or top-down)
1.ENTITY 1 inserts data and submits them to a reviewer.
2.the reviewer approves or rejects data.
3.then the process should be sent to ENTITY 2,3,4 (lower levels of ENTITY 1) to start to modify/adjust data that ENTITY 1 has imputed and distributed to their levels trough a rule.
the problem is at the 3rd point. How could ENTITY 1 or the REVIEWER pass the process to ENTITY 2,3, and 4 at the same time? I see that I cannot make a group of users owner of one PU, and then limit their level trough the provisioning. The only solution that I have found for this is to send an e mail to ENTITY 2,3,4 and then let them start to input their data (the drawback in this case is that they can always modify data in cells for which they have the write provisioning , and not only when the reviewer has approved data.
moreover in the case the reviewer approves data sent by ENTITY1 he becomes the new owner of the PU, that is the only way trough which ENTITY 1 cannot modified them after the approvation)).
Thank you very much.
Edited by: user648334 on Jun 6, 2012 2:51 AM

Planning Unit Hierarchy - multiple owners per Entity

Hi there everyone
I have the following scenario and hope you can help me out with a few ideas:
I have a planning unit hierachy set up. It works well except for one thing - the fact that you can assign only one owner per entity member. The business essentially has multiple owners for most entities. Ownership is determined by which accounts the user is responsible for. An example:
User 1 is an owner for Entity A, but only for accounts 111-444.
User 2 is an owner for Entity A, but only for accounts 555-777
User 3 is an owner for Entity A, but only for accounts 888-999
As far as I can see in the Edit Planning Unit Hierarchy screen, I am able to assign User 1 as an Owner for Entity A on the Assign Owners tab and I can specify accounts 111-444 in the Primary and Subhierachy Selection tab. Since I can only assign one owner, how can I now provide for User 2 and User 3 requirement?
I'm using version 11.1.2.1. Any workarounds or suggestions would be highly appreciated!
Thanks
Juanita

I had a similar business case in my previous project. There was no direct solution to this. But we had to stick to a workaround ( not a very nice and comfortable solution, but we were under critical timelines).
User 1 is an owner for Entity A, but only for accounts 111-444.
User 2 is an owner for Entity A, but only for accounts 555-777
User 3 is an owner for Entity A, but only for accounts 888-999
make a secondary hierachy with different entities i.e. User1_EntityA,User2_EntityA
Entity A
User1_EntityA
User2_EntityA
and then you can assign different users to all these entities. One major drawback with this is, if we have 100 entities with 10 users .. that will make 1000 more members.. anyhow we did it that ways.. if you get a better solution you can post it.
Thank You
Sandeep Kumar Upadhyay

More than three dimension in a Planning unit...

Hi All,
As per Hyperion and my experience so far, a Planning unit consists of three dimensions: Scenario, Version and Entity.
Can we have one more dimension to be included in this Planning Unit?
Your prompt response would be appreciated...
Cheers..

LCostello wrote:
Any estimate of when planning 11.1.2 will be available. we would like to upgrade from 9.3.1 in early 2010 and don't know if we should go 11.1.1.3 or wait for 11.1.2.Last I heard it was Feb/Mar 2010
Cheers
John
http://john-goodwin.blogspot.com/

Reporting in Different Planning Unit of Measures

Dear Gurus,
I have a requirement where in the trasnaction happens at EACH and the users want to view the reports at the planning unit of measure. The different conversion factors for planning unit of measure are maintained as part of the product master. The product master contains the planning UOM as an attribute and the conversion factor as a key figure attribute. As of BW 3.5 i know that the alternate unit of measure is the funcationality which can handle this multiple units of measure functionality. But the white paper says that this functionality is available as a standard functionality in BI7. Can any one help me out in handling this scenario.
Please also guide me as what i need to carry out before i start the actual development on this.
Regards
Vijay

Upon further review I noticed that the Unit dimension is being correctly populated when the value is a monetary amount. For example $100 CAD, the CAD is populated in the Unit dimension for this key figure. The distance measurements (all KM) don't have anything.
The UOM is present in both key figures in the bex query when run in Bex Analyzer.

Hyperion Planning reject a Planning Unit question

From HP user guide, it said that when rejecting a planning unit, by default, Reject returns the planning unit's ownership to the previous owner, but you may select the next owner. But when I try to reject, there is always a list of allowed users in the list box and I have to select one. How can I reject to previous owners instead of selecting a specific user? Thanks a lot.

Hi,
I am not sure if you will be able to do exactly what you want to do but you can customize process status actions.
Have a read of :- http://download.oracle.com/docs/cd/E12825_01/epm.111/hp_admin/ch11s06s03.html
Also here is some extra information about the table :_ HSP_PM_ACTIONS
The table has the following structure
from_state_id column e.g 0 Not Started, 1 First Pass (these are defined in HSP_PM_STATES)
changable_by column defines who can it (0=Owner, 1=anyone with access, 2=admin, 3=no one)
action_id column - defined in HSP_PM_ACTIONS (1 = Reject, 2= Approve, 3=Sign Off, 4 =Start, 5 =exclude, 6 = Promote)
new_owner column (0=Owner, 1=anyone with access, 2=admin, 3=no one)
Cheers
John
http://john-goodwin.blogspot.com/

Users having access can't promote planning units during First pass state

Hi,
There is something I do not understand using the workflow in Hyperion Planning 11.1.2 : on first pass state, users having access can not promote a planning unit.
Only the owner can promote... to himself !
I'm lost !
Please help.
Thanks.
Virgile.
Edited by: 808808 on 7 déc. 2010 06:19
Edited by: 808808 on 7 déc. 2010 06:22

Hi,
I tried first with a Planner user, and then with a Interactive user, and there is no difference.
When I try to change the status, I have an error message that tells me that I can't change status of the planning unit.

Running Rules on "Locked"/Promoted Planning Units

Hi All,
I'm using Hyperion Planning and Smart View Version 11.1.2.2.
Does anyone know if it is possible to prevent users from being able to run rules on data that is supposedly "locked out" by virtue of a Planning Unit? I was under the impression that Planning Units were supposed to control who could change the data rather than simply who could type numbers into forms, maybe I had this wrong? It seems a bit of a transparent piece of functionality if users can still change numbers after they've passed ownership to someone else.
A working Example:
A user can promote their data, but is still able to go back to a form where that data sits and run Rules on-Save, through Right-click menus or through Smart View.
I'm worried about someone accidentally interfering with data whilst another user is analysing it etc.
Am I missing something here?
Regards
Ed

Hi, Ed.
You're right, Planning has so many parts to be developed. PU promotion doesn't prevent users from running BR's
If you're really worry about it you can think up a workaround.
You have to create a new form having design simular to a PU hierarchy. User have to enter data (suppose 1) in intersection of Scenario, Version, Entity and Account (if used in PUH) All others dims member should be Begbalance, Product n/a etc.
All BR's you need to prevent from executing while PU is approved, freezed or just owned by the reviewer or in other cases you think about should include extra code before original calculation takes place. You simply check the value of 1 in all calculated PUs in current BR and throw an error if meet it (@RETURN with some justified text message)
So when one user (lets say first owner) has finished entering data he goes to the form discussed above and enters 1 for related PU. You can build a task list having such steps After that no one can execute BR successfuly
Try this maybe it helps you
Vladimir

Planning Unit - Changing Days to Hours

The project I am working in started with Engineering work, scheduled in days. I have added the Construction portion later, which needs to be scheduled in hours. How do I do this within the same schedule without affecting the previous work? I'm working in Primavera P6.1.

The default planning unit in P6 is hours. So, even though your Engineering work is entered in days, the schedule is calculated based on the equivalent hours.

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