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How to Enable Assumptions at the Entity Level in Capital Expense Planning

When using multiple entities, you must update data forms and business rules to ensure that
business rules apply to different departments.
Updating Data Forms to Use Multiple Entities
➤ To update data forms to use multiple entities:
1 In Planning, edit these data forms to update the Point of View dimensions:
● 01. Global Capital Assumptions
● 15A. Global Capital Assumptions - Depreciation only
a. Select Administration > Manage Data Forms.
b. Select the data form to edit, such as 01. Global Capital Assumptions, then click Edit.
c. Select Page/Point of View Layout.

Adding a Project Dimension in Capital Expense Planning

You can add a Project dimension with information that fits your business needs.
Creating the Project Dimension
Depending on whether you have a Performance Management Architect application or a Classic
Application.
With Performance Management Architect Applications
➤ To create a Project dimension in Performance Management Architect Applications:
1 In the Performance Management Architect Master View, create a generic Project dimension and a Dimension Alias with these properties:
● Dimension Name: Project
● Dimension Class: Generic
● Dimension Alias: Project

Predefined Business Rules in Capital Expense Planning

Planners use predefined business rules to calculate capital expense data.

CalcDepr
Description
Calculates depreciation.
Formula
SET CREATENONMISSINGBLK ON;
SET UPDATECALC OFF;
SET AGGMISSG ON;
VAR periodOffset = 0;
VAR deprMethod = 0;
VAR deprRate = 0;
VAR deprConvention = 0;
VAR numDeprPeriods = 0;
VAR totDeprPeriods = 0;
VAR persIn1stYear = 12;
VAR priorAccumDepr = 0;
VAR periodicPriorAccumDepr = 0;
VAR basicCost = 0;
VAR salvageVal = 0;
VAR deprAmt = 0;
VAR deprAmtLast = 0;
VAR persInSection = 0;
VAR life = 0;
VAR lifeIndex = 0;
VAR isAnnual = 0;

Creating and Initializing a Workforce Planning Application

To create and initialize a new Workforce Planning application, using
either Performance Management Architect application administration or Classic application
administration

Initializing Workforce Planning loads predefined:
● Workforce Planning account, entity, employee, scenario, and version members
● Data forms
● Smart Lists
● Member formulas
● Business rules
● Menus
● UDA
Before you initialize Workforce Planning:
● Review the predefined elements,identifying which elements you can use and which elements you need to customize.

How to Load Information into Workforce Planning

If your Workforce Planning application is new, you may want to load information, such as the
existing employee structure, employee properties, and payroll data, from enterprise systems:
● If you are using Performance Management Architect application administration, load
information using a flat file
● If you are using Classic application administration, you can use DIM Adapter for Planning
or
Application Link
You can also:
● Manually enter information into Workforce Planning.
● Load metadata and data that generates data and rules files for loading metadata and data

Predefined Business Rules in WFP

Planners use predefined business rules to calculate employee data.
Add TBH Hourly
Description
Adds hourly-paid employees to the selected department.
Formula
SET CREATENONMISSINGBLK ON;
VAR numTBH = [NumTBH];
VAR validTBH = 0;
FIX(@CHILDREN("New Employees"), [Scenario], [Version], [Department], [Year], "Local",
"HSP_InputValue")
FIX(@LEVMBRS("Period", 0))
"Start Month"
(
IF (@ISMBR("BegBalance"))
validTBH = 0;
IF (numTBH > 0 AND @MAXS(SKIPMISSING, @CHILDREN("Employee Properties")) ==
#MISSING )
"Start Month" = [StartMonth]->"Cal TP-Index";
"Health Plan" = [HealthPlan];

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