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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.
The better you understand the model and plan your application, the easier it will be for planners
to use Workforce Planning.
● Update your dimension outlines to resolve differences between Workforce Planning
member names and names in other applications.
● Plan the structure of the Entity dimension if you intend to use both Workforce Planning
and Oracle's Hyperion® Capital Expense Planning because initializing Workforce Planning
produces one No Entity member, whereas initializing Capital Expense Planning produces
a few Entity members. You can change the Entity members after you initialize the
applications.

The Workforce Planning model is based on a 12-month calendar, and the default calculations
in Workforce Planning support a single year. You can modify the calculations, however, to
support multiple years.

Also, some member formulas such as spreading rely on a monthly
calendar. If your application uses custom time periods, you must modify these formulas to
support custom time periods.

Using Performance Management Architect Application Administration
Follow the steps to use Performance Management Architect application administration.
First: Create an Import Profile
An import profile includes important information about the dimensions to be imported such
as new dimensions, whether to merge or replace dimensions, and dimension properties.
➤ To create an import profile:
1 Download the Workforce Planning flat file from the Oracle® E-Delivery site.
2 Log on to Performance Management Architect.
3 Select Navigate > Administer > Dimension Library.
4 In the Dimension Library, select File > Import > Create Profile . This enables you to create and execute an import profile to load dimensions and members from the Workforce Planning flat file into the Master View, so you can drag and drop Workforce Planning dimensions and members into the new Workforce Planning application.
5 In New Profile, enter a name for the new profile.
6 Select Flat File as the Import Type.
7 Enter the name of the Workforce Planning flat file. Or click Upload , browse for the file, and click Upload again.
8 Click OK.
9 Optional: Select Strip Quotes String to remove single quotes from a string.
10 Optional: Select Trim Spaces to remove spaces in the load file.
11 Click Next.
12 In Map Dimensions, select Create Dimensions
For the Non-mapped Dimensions with the Source Dimension Name.
When you select this option, the Master View column is automatically populated with the
names of the dimensions from the Workforce Planning flat file. You must import all the dimensions from the Workforce Planning flat file.

When you import the dimensions from the Workforce Planning flat file into Performance
Management Architect for the first time, the dimensions do not yet exist in the Performance
Management Architect Master View and are unmapped (that is, they are not automatically or
manually mapped to dimensions in the Performance Management Architect Master View).

For any dimension that is unmapped, the name of the dimension in the Workforce Planning flat file is the name used to create the new dimension in the Performance Management Architect Master View.
Because you are creating new dimensions, the merge and replace options are not applicable for
the unmapped dimensions that use the dimension name from the source.
13 Click Next.
14 To import dimension properties from the Workforce Planning flat file, select the properties to import in the Master View column.

You can double-click on a cell in the Master View column for a drop-down list of available
properties.
15 Optional: Select Ignore Nulls for any property to ignore blank values in the Workforce Planning flat file.
16 Click Finish.
Second: Import Dimensions
You import dimensions from the Workforce Planning flat file into Performance Management
Architect.
➤ To import dimensions:
1 In Performance Management Architect, select Navigate > Administer > Dimension Library.
2 In the Dimension Library, select File > Import > Import Dimensions.
3 Select an import profile to use.
This populates the Name text box.
4 Select Flat File as the import file type.
5 Enter the name of the Workforce Planning flat file. Or click Upload, browse for the file, and click Upload again.
6 Click Import.

If the dimension loaded into the Dimension Library is related to an Application View, it is loaded
to the Application View.
Now you are ready to create a Workforce Planning application.
Third: Create a Workforce Planning Application
To add a Workforce Planning application to an existing Planning application, skip to the next
section.
➤ To create a Workforce Planning application:
1 In Performance Management Architect, select Navigate > Administer > Application Library.
2 In the Application Library, select File > New > Application View.
3 In New Application View:
a. Type an application name (for example, Wrkplan).
b. Select the application type, Planning.
c. Enter a description.
4 Click OK.
5 In the Dimension Library, from the Master View, select the new Application View (for example, Wrkplan).
6 Drag and drop dimensions and members from the Master View into the Application View to add them to the Workforce Planning application.
The Workforce Planning dimensions and members are listed in the flat file with the prefix
planning_WF_ (for example, planning_WF_Employee)
Note:
Add all the Workforce Planning dimensions to the application.
7 In Properties of [application name], enter these values:
a. From Category, select Planning.
b. Select Valid for Wrkforce, and, optionally, the check boxes next to the other plan types
for which the application is valid.

The Valid for Wrkforce check box is selected by default from the Workforce Planning
dimensions that you imported.
c. Select or change other values for the new application.
8 For each dimension in the application, select the Valid For plan types for which the dimension is valid.
9 Click Save.
Fourth: Add a Workforce Planning Application to an Existing Planning Application
If you have an existing Planning application, follow these steps. Otherwise, skip to the next
section.
➤ To add a Workforce Planning application to a Planning application:
1 In Performance Management Architect, select Navigate > Administer > Application Upgrade to access the Application Upgrade Wizard.
a. In Upgrade Summary, review the list of the applications you can upgrade. Click Next.
b. In Select application, use the arrow keys to select the Planning application to upgrade. You
can select more than one application. Click Next.
c. In Summary, review the list of applications you selected to upgrade. Click Next.
d. In Upgrade Status, click Finish to see the status of the upgrade.
2 In the Application Library, right-click the upgraded Planning application and select Open.
3 In the Dimension Library, drag and drop dimensions and members from the Master View into the Application View to add them to the application.
The Workforce Planning dimensions and members are listed in the flat file with the prefix
planning_WF_. For example, Employee is listed as planning_WF_Employee.

Add all of the Workforce Planning dimensions to the Planning application.
4 For the upgraded application, in Properties of [application name], enter values for these properties:
a. From Category, select Planning.
b. Select the check boxes next to the plan types for which the application is valid. By default,
Valid for Wrkforce is selected from the Workforce Planning dimensions that you
imported.
c. Select or change other values for the new application.
5 For each dimension in the application, select the Valid For plan types for which the dimension is valid.
6 Click Save.

Fifth: Deploying a Workforce Planning Application to Planning
Before you deploy a Workforce Planning Application View to Planning:
● Set up a relational database and a data source in the Planning system database
● Ensure that there is a valid Planning/Oracle's Hyperion® Business Rules connection so
Workforce Planning business rules are imported into the Oracle's Hyperion® Business Rules
repository.
Ensure that all the properties meet your needs and update any settings before Application Views.
If applications are not set up correctly, deployment fails and error messages are displayed. Your
Workforce Planning application is initialized when you successfully deploy an Application View
with Valid for Wrkforce selected.
➤ To deploy a Workforce Planning Application View to Planning:
1 In Performance Management Architect, select Navigate > Administer > Application Library.
2 In the Application Library, right-click the Wrkplan Application View and select Deploy.
3 If the Application Validation Errors dialog box is displayed, view the errors and fix them. After you fix the errors, click Deploy again.
4 In the Deploy dialog box, enter or select:
● The instance name for this deployment of the Workforce Planning application
● The application server IP address to which to deploy the new application
● The Oracle's Hyperion® Shared Services project name in which to register the new
application
● The data source file name in which the relational tables will be generated
● The Create outline check box , if this is your first deployment and you want to create a new
database outline in Oracle's Hyperion® Essbase® – System 9
● The Refresh outline check box, if you have an Essbase outline and want to update it with
new data
● The Create security filters check box, to generate security filters for all users of the new
application
● The Shared members security filters check box, to apply access permissions to shared and
base members
● The Validate security filter limit check box, to flag security filters that exceed the Essbase
limit of 64 KB per row
5 Click Deploy.
After you deploy the Application View from Performance Management Architect to Planning,
communicate the URL for logging on, the log on instructions, and information about the
planning process.

You can put the URL on your company’s intranet.
Using Classic Application Administration
If you upgrade your Workforce Planning application from an earlier release and want to use
Classic application administration, install the new release of Planning.

When using the Create Application wizard to create a Classic application,
select Wrkforce as the plan type.
After upgrading or creating your Workforce Planning Classic application, you must initialize it.
➤ To initialize Workforce Planning:
1 Start Oracle's Essbase® Administration Services server.
2 Start and log on to Planning.
3 In Planning, select Edit > Initialize Workforce.
A message confirms when initialization is successful; Initialize Workforce no longer displays on
the menu.
4 Ensure that the Workforce Planning model suits your company’s needs.
Validate the model if you change your Workforce Planning application.
5 Refresh the application.

To prevent overwriting of your Actual data, tag your Actual scenarios with the UDA named
ACTUAL before you run any calculations.