This content has been marked as final. Show 6 replies
You want to look into Composite forms, Location Aliases and XREF function.
When you say "integrate workforce planning forms with your other forms", what exactly do you mean? We usually keep our WFP forms in a separate folder than other forms. This is sometimes for security reasons, as not all users with access to Planning will have access to WFP. (And we prefer to manage form security at the folder level.)
Thanks Jake for the reply.
What I am asking about is how to go along making wfp conform with the rest of the planning models. for example:
I have 2 forms for revenue planning that forecast for loans and deposits. how do i apply the same forecasting and budgeting method to the wfp model.
Our model works by forecasting the last 3 months in the current year (i.e. FY12)and use the budget scenario with the next year(i.e. FY13)
Did you deploy Hyperion Planning within the same application as your primary planning app, or did you deploy it in its own application?1 person found this helpful
If you've deployed it within your existing app, the same scenarios/versions/years etc will be available to Workforce Planning that are available to your main Planning app.
I initialized the workforce planning model within the same planning application.
So, I have to customize in the workforce planning model according to the primary structure in order to be integrated with the primary plan types.
But, will this affect the predefined business rules?
Thanks Jake alot.
Yes - when you add a custom dimension to Workforce Planning, you have to revisit all of the forms, business rules, formulas, etc to ensure that the custom dimension is integrated into the logic correctly. This is the main reason I never present Workforce Planning as an "out-of-the-box" solution. It's really a starting point (or a platform) that typically requires a lot of customization. I'm a big fan of Workforce Planning . . . it just needs to be positioned appropriately.