Oracle Public Sector Planning and Budgeting Application The
Process flow of Decision Package/Budget Request
Description:
BISP is committed to provide BEST learning material to the beginners and advance
learners. In the same series, we have prepared a complete end-to end Hands-on
Beginners Gide !or "racle Pblic Sector Planning. The docment !ocses on Process
!low o! #ecision Pac$age%Bdget &e'est. (oin or pro!essional training program and
learn !rom e)perts.
istor!:
"ersion Description #hange Author Publish Date
$%& 'nitial Draft San(a! Purohit &$th )eb *$&+
$%& 'nitial Draft A,it Shar,a &$th )eb *$&+
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Page 1
Introduction
*e alread+ have discssed abot #ecision Pac$age and Bdget &e'est in-detail in m+ previos postings.
#ecision Pac$ages are a wa+ to present a !nd re'est !or a program or new initiative. I will not give +o more
overview o! #P and B& bt will show +o how to create #P%B&. The con!igration process o! #P and B& is
comple) enogh and re'ire deep $nowledge o! H+perion Planning and Bdgeting applications with bsiness
nderstanding.
OB-.#T'".
The prpose o! this article is to provide +o a basic nderstanding o! #P creation and promotion process. I
cannot cover an+ bsiness speci!ic isse%case bt will cover a general path o! a #P and a B&. I will
demonstrate +o !ollowing steps,
Setting p a sample Planning -nit Hierarch+ to se with #P
How to .reate #ecision Pac$age.
How to promote decision package.
O/ TO
I will ta$e an e)ample !rom one o! m+ applications and create three sers with the name o! San/a+Planning,
San/a+&eviewer and San/a+Head. The Sana/+Planner is the !irst ser who will create decision pac$age and
promote to his spervisor San/a+&eviewer and then will promote to head o! department San/a+Head. The entire
promotion path is prett+ simple.
I have setp a sample P-H !or one department
San/a+ Planner will create a decision pac$age on base level entit+ 0123444 and will promote to ne)t
level%ser 01235. The approval path shold be 0123446.012356 Total G7 Entit+
8ow we will start creating a #ecision Pac$age.
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Page 2
The !irst screen will re'ire 8ame o! #P, Scenario, 9ersion, &an$, Impact and entit+. The #ecision Pac$ages
&eviewers name is optional an can come !rom 0aster P-H.
The second screen is attribte screen. *e have setp attribtes inside decision pac$age attribte.
The third screen is /sti!ication screen. &emember we had setp /sti!ication 'estion in m+ previos posting.
Here we /st need to answer those 'estions.
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Page 3
The last screen is smmar+ screen. 1nd sers can see the entered details.
The ne0t step is to create Budget Request :B&;. The B& onl+ can be created a!ter #P.
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Page 4
The creation process o! #P and B& is e)act same. The !irst screen o! B& also re'ires< 8ame o! B&, &an$,
Bdget Impact, "wner Entit+ and Bdget t+pe.
*e have not setp an+ attribte so we will s$ip this steps and move to /sti!ication screen. -ser needs to
enter /sti!ication and view on the smmar+ screen.
The smmar+ screen show the entered in!ormation
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Page 5
I have entered the vale 244 in attached data !orm and now can be seen at #P%B& level
The amont shold loo$ li$e below screen. 1nd the entered amont can be seen.
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Page 6
The ne)t is the approval process and +o can see the crrent owner :#ecision pac$age creator; is
San/a+Planner. San/a+Planner will promote to San/a+&eviewer and San/a+Head will approve the #P
San/a+Planner has promoted to San/a+&eviewer and San/a+&eviewer will promote to San/a+Head
8ow I will login as san/a+head and approve
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Page 7
=inall+ decision pac$age is approved and can become the part o! bdget.
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