Hyp Student Guide

Hyperion Planning and Reports
Manual
University of Pennsylvania: The Wharton School

F&A Strategic Planning Group
Updated February, 2010
FINANCE & ADMINISTRATION

Table of Contents
Introduction…..............……………………………………………………………………….…………………………………………………………………….………………….3-5
Budget Schedules…..............………………………………………………………………………………….……………………………………………………………………6-33
Staff Schedule………….………...………………………………………………………………………………………………………………………………………………..6-7
Standing Faculty Schedule………....………………………………………………………………………………………………………………………………………8-11
Non-Standing Faculty Schedule…..…..……………………………………………………………………………………………………………………………….12-15
PhD Schedule……………………...…..………………………………………………………………………………………………………………………………………16-18
Temporary/Student Worker & Teaching Assistant Schedule……………………………………………………………………………………………..19-22
Current Expense Schedule………………………………………………………………………………………………………………………………………………..23-24
Carry Forward Schedule…………...….………………………………………………………………………………………………………………………………….25-26
Endowment Liquidations and Additions Schedule……...……………………………………….…………………………………………………………..27-30
Transfer Reconciliation Schedule……………………………………….…………………………………………………………………………………………….31-32
Additional Funding Request Schedule………………………………….…………………………………………………………....………………………......33-34
Hyperion Planning……………………………………………………………………………………...………………………………………………………………………….…35-87
Lingo and Hierarchy………………………………….………………………………………………………………………………………………………………………37-42
Access………………………………………………………………………………………….…………………………………………………………………………………..43-49
Set Up………………………………………………………………………………………….…………………………………………………………………………………..50-59
Forms…………………………………………………………………………………………..………………………..………………………………………………………..60-84
Revenue & Expense Forms……………………………………………………………………………………………………………..…………….68-75
Salary Forms……………………………………………..………………………………………………………………………………………………………76-79
Other Information (Form Instructions, Cell Text, System Availability, Useful Budget Links)………………………………..80-87
Hyperion Reports……………………………………………………………………………………...…………………………88-
Access………………………………………………………………………………………………………………………………………………………………………………89-94
Forecast & Budget Detail Report……………………………………………………………..…...……………………………………………………………….96-101
Wharton RCM Row and Object Detail – No Rounding Report………………………………..…...……………………………………………….102-105
Department Budget Report………………………………………………………………………...……………………………………………………………….106-108
YTD Analysis Report……………………………………………………………………………………………………………………………………………………..109-113
Endowment & Gift Fund Analysis…………………………………………………………………………………………………………………………………114-117
Other Hyperion Report Functions (Expanding Rows, Exporting to Excel, AutoFilter)……………………………..…………………….118-125
Reviewing & Promoting Your Budget………………………………………………………………………..…………………………………………………………..126-132
Final Hyperion Planning & Reports Information………...…………………………………………………………………………………………………………133-134
Budget Calendar
(Approximate dates)
• New BA Training mid February
• Excel Schedules distributed mid to late February
• Budget Input to Hyperion late February – mid March
• Budget Brown Bag Early March
• All Budgets Due mid March
• Budget Meetings mid March through early April
• Budget Revisions Within 2 days of your meeting

Objective of Budgeting
Through the budget process, we try to determine the amount of funds needed to
efficiently run each department in order to deliver the best educational experience
for our students. The keys to producing a good budget are (1) to understand
where you are today, (2) to use reasonable assumptions about the future, and (3)
to understand the priorities and objectives of your department. Once you have
worked with your department chairperson to develop the budget, you will use
Hyperion Planning for budget entry and Hyperion Reports to check your entry and
to monitor your budget throughout the year.
Hyperion Planning and Reports

Hyperion Planning is the university’s web-based budget entry tool. The entry
screens are organized into RCM category forms, which you customize with the
chart of accounts combination that you wish to budget. Hyperion Reports allows
you to select and run reports that match your needs; these reports include
historical data, year-to-date figures, budget numbers, and also forecasts in any
existing chart-of-accounts combination.
4
How do the Budget Schedules relate to Hyperion Planning?
The Strategic Planning Group developed the budget schedules to make budget entry into
Hyperion Planning easier. Because it can be time-consuming to navigate through Planning if
your budget is lengthy or contains numerous chart-of-accounts combinations, the schedules
provide the backup detail while only the object code totals are entered into Planning.
Additionally, many of the schedules have Hyperion Planning Input Tables that calculate these
object code totals for you and provide you with a short table that allows you to keep track of
your numbers during budget entry.
The budget schedules are:

(1) Staff Schedule
(2) Standing Faculty Schedule
(3) Non-Standing Faculty Schedule
(4) PhD Schedule
(5) Temporary Worker, Student Worker & Teaching Assistant Schedule
(6) Current Expense Schedule
(7) Carry Forward Schedule
(8) Endowment Liquidations and Additions Schedule
(9) Transfer Reconciliation Form
(10) Additional Funding Request Form
In the coming pages, we will explain how the schedules work and show the various features and
differences among them.
5
Staff Schedule
The Staff Schedule includes 3 tabs:
Tab 1: Instructions
Tab 2: Professional Staff (Object Code 5100)
Tab 3: Support Staff (Object Code 5110)
Each schedule is pre-populated with staff names, job descriptions, and the most
current salary from Wharton Human Resources before they are distributed. The
schedule will be saved in your budget folder in the Pillaradmin drive.
The schedule calculates the new budget based on the percentage increase allowed
by the university. The schedule also allows for distribution among funds for those
staff members who are paid by more than one org or fund.
The staff schedule also generates a Hyperion Planning input table that will help you
calculate fund totals for easier budget entry.
6
Professional & Support Staff Schedule
Staff names, titles, and base salaries

are prepopulated by F&A.
Please add other org or fund payments in

columns J – U. If salary is only on the
000000 fund, then column V will
automatically calculate. Finally, add any
explanations in the notes column.
7
Standing Faculty Schedule
The Standing Faculty Schedule includes 4 tabs:
Tab 1: Instructions
Tab 2: Base Salary (Object Code 5010)
Tab 3: Ninths (Object Codes 5053 and 5056)
Tab 4: DARTS (Object Code 5249)
Each schedule is pre-populated with standing faculty names and the most current
salary from the Deputy Dean’s Office before they are distributed. The schedule will
be saved in your budget folder in the Pillaradmin drive.
The schedule calculates the new budget based on the projected percentage increase
allowed by the university. The schedule also allows for distribution among funds for
those faculty members who are paid by more than one org or fund or have endowed
chairs.
These schedules also generate a Hyperion Planning input table that will help you
8
Standing Faculty Schedule, Base Salary Tab
Names and salaries will be If you are “buying in” a faculty member
prepopulated. You will need to add from another dept, you must add their
any chair, buy-out, or leave of name to the schedule and fill in columns L
absence information. & M. You should not add this faculty
member’s base salary to columns F & H.
9
Standing Faculty, Ninths Tab
If the ninth is paid by your own org Be sure all Admin ninth
on the 000000 fund, enter only the information is included on this
“# of 1/9” column. The formula in schedule even if the Admin ninth
the “$ Amt of 1/9” column will is paid by a different ORG.
calculate how much to budget.
The names and salaries are pulled from

the “Base Salary” tab automatically.
1
0
Standing Faculty, DARTs Tab
If all DARTs are paid on the 010702

fund, then you need to fill in only
the “010702 DARTs” column.
Faculty names are pulled from

the “Base Salary” tab
automatically. Add the total amount of Visiting
Faculty DARTs (if applicable) from
your Non-Standing Faculty
Schedule here.
For 010702 DARTs, you will need

to budget both a transfer in (4820)
and the spending (5249). For
010703 and 4xxxxx Fund DARTs,
you should only budget the
spending (5249).
1
1
Non-Standing Faculty Schedule
The Non-Standing Faculty Schedule includes 4 tabs:
Tab 1: Instructions
Tab 2: Visiting Faculty (Object Code 5011)
Tab 3: Other Non-Standing Faculty (Object Code 5020)
Tab 4: Summer Instruction (Object Code 5052)
Each tab will be blank when you open it because there are too many changes from
year to year for F&A to pre-populate the schedule. The schedule will be saved in
your budget folder in the Pillaradmin drive.
The schedule also allows for distribution among funds for those non-standing faculty
members who are paid by more than one fund.
The schedule also generates a Hyperion Planning input table that will help you
12
Visiting Faculty Schedule
Enter total DARTS to the “Visiting

Faculty” row on the DARTS tab of the
Standing Faculty Schedule.
Use this Input Table to enter totals into Planning.
13
Other Non-Standing Faculty Schedule
14
Summer Instruction Schedule
15
PhD Schedule
The PhD Schedule includes 2 tabs:
Tab 1: Stipends
Tab 2: Tuition and Health Insurance
You should only enter data to blue sections only. All white and orange sections contain
formulas that will update automatically.
Stipend Tab:
• In the top portion, enter your department's stipend amount and # of slots funded
by the school.
• In the lower portion, you will enter each PhD student name, status and year in the
program. You will then complete the “stipend funding source” section by
indicating the funds that will be used to pay the stipends.
Tuition & Health Insurance Tab:
• PhD names, status and year will feed from the “stipend” tab.
• You will complete the “funding source” sections by indicating the funds that will be
used to pay the tuition, fees and health insurance. The lower orange section
(Hyperion Input Table) will calculate the necessary transfers to support fees and
health insurance for students over your allotted slot number.
16
PhD Schedule, Tab 1: Stipends
Input to BLUE sections only. All white and orange areas

contain formulas that will update automatically.
This input table will fill in

automatically based on your
entries in the schedule above. You
may change the OBJ Codes as
needed to reflect how stipends are
paid in your department.
17
PhD Schedule, Tab 2: Tuition & Health Insurance
PhD Student name, status and year will fill in
automatically from your input on the Stipend Tab.
These input tables will

automatically fill based on your
entries in the schedule above. The
transfers from 010701 to 000000
for PhDs over the allotted slots will
calculate automatically.
18
Temporary Staff & Teaching Assistant Schedule
The Temporary Staff & Teaching Assistant Schedule includes 4 tabs:
Tab 1: Temporary Staff (Object Code 5134)
Tab 2: Work-Study (Object Code 5139)
Tab 3: TAs (Object Code 5040)
Tab 4: Summer TAs (Object Code 5049)
Each tab will be blank when you open it because there are too many changes from
year to year for F&A to pre-populate the schedule. The schedule will be saved in
your budget folder in the Pillaradmin drive.
The schedule also allows for distribution among funds for those Temporary Workers
and Teaching Assistants who are paid by more than one fund.
The schedule also generates a Hyperion Planning input table that will help you
19
Temporary Staff Schedule
Instead of the workers’

names, you may enter the job
title or a brief description of
the work to be performed. If “Total Charged to 000000 Fund”
there are multiple workers will calculate automatically as
performing the same job, you the default fund after all
can group them together in “Payments from other Funds”
the same row (e.g. “Student have been deducted.
Data Assistants (3).”
“Total Charged to 000000 Fund” should

not be greater than last year’s
The “Total Cost” will
budgeted amount. Else, an additional
calculate automatically
funding request should be submitted
based on your input of the
for the difference.
hourly wage and estimated
annual hours.
20
Work-Study Schedule
The “Hourly Wage Paid by “Total Charged to 000000
Dept” will calculate based on Fund” will calculate
your input of the “Hourly automatically as the default
Wage” (actual wage received fund after all “Payments
by the student) and “Term,” from other Funds” have
since the department’s cost been deducted.
varies (Academic Year at 40%
and Summer at 60%).
The “Total Cost paid by

Dept” will calculate
automatically based on
your input of the hourly
wage and estimated
annual hours.
“Total Charged to 000000 Fund” should
not be greater than last year’s
budgeted amount. Else, an additional
funding request should be submitted
for the difference. 21
Teaching Assistant Schedule
The “Total TA Cost” will
calculate automatically
based on your input of the
section and pay rate
information.
You need not list each section

of the course individually
unless each section has
unique TA payment
arrangements.
“Total Charged to 000000 Fund” should not be greater

than last year’s budgeted amount. Else, an additional
funding request should be submitted for the
difference. 22
Current Expense Schedule
• The Current Expense Schedule calculates the allowable 000000 Fund total current
expense amount based on actual results from the prior two years and the budget
year parameter increase.
• This schedule also calculates a recommended current expense budget amount for
010701 based on actual results from the prior two years and the budget year
parameter increase.
– If you anticipate current expense spending for this fund to differ from the
recommended amount, there is a place to insert your budget as well as to
provide an explanation for the difference.
• For funds other than the 000000 fund (i.e., 010701, 4xxxxx, 6xxxxx, etc.):
– Important not to simply budget current expense to equal revenue/cash
balance amount.
– While F&A will provide a parameter for 010701, since this fund is typically
consistent from year to year, we will provide trending as a guide.
23
Current Expense Schedule
Your allowable 000000 Fund Current
Expense budget is provided here. You
can decide how this amount should be
allocated in Hyperion Planning among
the various Object Codes, but the total of
all Current Expense Object Codes should
equal this amount.
If you
anticipate
010701
spending to
differ from the
recommended
amount, you
may budget
the amount
you believe to
be more
accurate.
If applicable, enter revised 010701 budget amount based on your calculation

and provide an explanation for the difference between the recommended
amount and what you have budgeted. 24
Fund Carry Forward Schedule
• You may have carry forward cash balances in some of your funds and may be
planning to budget expenses against them.
• There is no place in Hyperion Planning that shows these carry forwards.
• Instead, you will need to budget expenses to these funds assuming the carry
forward you are projecting.
• When you do this, F&A will see a projected deficit in Hyperion Planning. For this
reason, we need a schedule showing your expected carry forward by fund.
25
Fund Carry Forward Schedule
The “Estimated Surplus/Deficit”

amount is your estimate of the
cash position of this fund at the
end of the current fiscal year.
You can pull the information for

columns F-J from the “Endowment
& Gift Fund Analysis Report” from
The “Anticipated Liquidation” Hyperion Reports after you have
amount is your estimate of entered the budgeted activity to
the amount (if any) you plan Planning. Enter Inflows (revenue,
to liquidate from the transfer-ins) as a positive amount
endowment in the upcoming and Outflows (expenses, transfer-
year. outs) as negative amounts.
26
Endowment Additions and Liquidations Schedule
• AIF Income will be populated in Hyperion Planning based on market value as of the end of the
prior fiscal year. For example, if you are budgeting FY11 the market value Hyperion would use
for the AIF calculation is as of June 30, 2009.
• Activities such as additions, liquidations, and reinvestments impact the market value and as a
result, influence the amount of AIF income earned by the endowment.
• Activities that occur or are expected to occur during the current fiscal year and the upcoming
(budgeted) fiscal year need to be entered into Hyperion Planning Form S1: Endowment
Additions & Liquidations. For example, if you are budgeting FY11, you will need to enter any
addition, liquidation or reinvestment activities for the current fiscal year (FY10) and for the
upcoming fiscal year (FY11).
• Hyperion then calculates the new AIF income based on the change in market value due to
additions/reinvestments (increased AIF income) or liquidations (decreased AIF income).
• Enter expected activities to the Endowment Additions and Liquidations Schedule, which will
convert this data to an easy format for input to the S1 Form in Hyperion.
27
Endowment Additions & Liquidations Schedule
Use the “Current Fiscal Year” table to enter any activity Use the Hyperion Planning Input Table
occurring during the current year. For the next fiscal year to complete the S1 form in Planning.
(“FY11” in this case), you should spread the total amount Type the numbers exactly as they appear
evenly across the months (by dividing the total by 12) if you here, remembering especially to enter
are unsure of the specific month that the activity will occur. the correct sign.
28
Endowment Additions & Liquidations Schedule
Enter amounts as absolute values to the “Current Fiscal Year”

and “FY11” tables . The “Hyperion Planning Input” table will
convert the values to the appropriate sign (positive or
negative) for Hyperion entry.
29
Form S1: Endowment Additions & Liquidations
Set your dial on Form S1.

You will use the “1710-AIF
INV BK VAL” option to enter
liquidations and the “Gifts to
Endowment” option to enter
additions and reinvestments.
30
Transfer Reconciliation Schedule
There are three sections on the Transfer Reconciliation Schedule:

(1) for Transfers within an org,
(2) for Transfers within Wharton but between orgs, and
(3) for Transfers outside of Wharton.
• Transfers within an org must reconcile to zero. You must also show both
sides of the transfer (the matching transfer in and out).
• Transfers between your org and another org within Wharton must
reconcile to zero at the school level, but please enter only your side of the
transfer on your Transfer Reconciliation Form. You should confirm that the
other BA has also budgeted the other side of the transfer.
• Transfers between Wharton and an outside school must reconcile at the

university level. Again, please check with the other BA to confirm the
transfer, but only put your side of the transfer on the schedule.
Transfer Reconciliation Schedule
For all transfers within your org, be sure that both the transfer in and out are listed in this section (once
as Transfer In, once as Transfer Out). Be as detailed as possible on the description.
Be sure use the correct sign so that transfer in or out can be distinguished: Negative for Transfers In and Positive for Transfers Out.
You will need to fill in the Hyperion Input / Reconciliation Table from the three sections above. Be sure that the control total = $0.
Additional Funding Requests Schedule
• All requests for additional funding must be budgeted using CREF 07-
9999 in Hyperion Planning.
• They must also be listed on the Additional Funding Requests Form.
• Please provide as much detail as possible about the request. Please

include your explanation in the Additional Notes column, not as an
excel “insert comment.” If necessary, you may send supporting
documents to your Analyst explaining the nature and urgency of the
request.
• Finally, submitting a request does not guarantee funding. Requests

from all orgs within Wharton will be reviewed and funded according to
the Dean’s priorities and available resources.
Additional Funding Request Schedule
If the “Additional
Notes” column does
not provide enough
space to explain the
request, please send
your budget analyst
additional information
or supporting
documents.
Hyperion Planning
Hyperion Planning
In this section, we will discuss:

(1) Hyperion Planning organization, including
a. lingo,
b. fund aggregations, and
c. parent-child relationship,
(2) Hyperion Planning access, including
a. logging on,
b. setting your viewing/budgeting preferences, and
c. how to reset your password, and
(3) Navigation, including
a. selecting forms,
b. “setting your dial,” and
c. other key things to remember.
Hyperion Lingo
• “Plan”: The university split up the schools and centers into “plans.” These
are essentially 3 separate versions of Planning that improve system
performance because Hyperion Planning would not be able to handle all
the university users in one plan. Wharton is in “PennPln2” with 8 other
schools.
• “Scenarios”: Scenarios allow Planning to be used for different purposes,

such as budgeting, forecasting, and recording actuals without losing any
data. You will be entering your budget numbers into the Budget scenario.
• “Versions”: Versions allow Planning to store data from various time

periods. You will enter your budget in Working Version.
• “Forms”: Forms are where you enter the budgets. There are many forms,
which will be covered later in this training.
Hierarchy Structure
• Hyperion Planning and Reports are organized by a hierarchical structure
through the use of “parents” and “children.”
(1) Org Hierarchy: Individual orgs are organized under parents. Some
parent orgs only have one child org, and some have multiple children orgs.
You will need to know what your parent org(s) are in order to enter your
budget or run reports.
(2) Fund Hierarchy: In the same way, funds are organized under the
following parents: General purpose, Special purpose, Designated
Investment, Designated Gift, and Sponsored Programs.
(3) Object Code Hierarchy: Similarly, object code parents organize a group
of object codes.
ORG Parent – Child Organization
07XX is the Wharton School

Parent
07YY & WCIT are

the “children” of
07XX.
Individual orgs 0747, etc. are

the “children” of WCIT. If you
need to budget 0751, you will
need to know that this org is
located under the parents,
07XX and WCIT.
Fund Aggregations
Hyperion “Parent” “Children” Fund Numbers
CX0009 General Operating
(000000, 000007, 000008,
010703, 010704 Funds)
CX0002 Special Purpose

(010701 and 010702 Funds)
CX0004 Designated Investment

(Wharton Endowment Funds)
CX0005 Designated Gift

(Wharton Gift Funds)
CX0007 Sponsored Programs

(Wharton 5xxxxx Funds)
CX0003 Service Centers

(000011 Fund)
Fund Aggregations in Hyperion Planning & Reports
Expand the parent

to see the children
below by clicking on
the + sign.
Object Code Parents
Object code parents are listed in a document called Template 1A found at this website:
http://www.budget.upenn.edu/dlDocs/RCM_template_1A.pdf
Accessing the System
How to Begin
Steps to Access Hyperion Planning and Reports
1. Check your browser settings
2. Go to the Budget website
3. Access “Budget Planning Tools”
4. Select “Workspace” for entry into Hyperion Planning and Reports
5. If prompted, install Hyperion Server SSL Certificates the 1st time
6. Log-on to Hyperion.
Step 1: Browser Settings
• Hyperion Planning and Reports are web-based applications, which means

that we have to make sure that the internet browser is set up correctly to
use them.
• You will need Internet Explorer 6 or 7 (but not 8)
• The browser should be set to “Refresh the page” on every visit to the
page. (Tools – Internet Options – General tab – Settings in Browsing
History – “Every time I visit” first choice.)
• The default configuration is identical to BEN Financials so if you use BEN

Financials your browser settings should already be correct.
Steps 2-4: Bookmark Budget Planning Tools URL
http://www.budget.upenn.edu/plantools/
Click “Workspace”
Step 5: Install Hyperion Server SSL Certificates
(if prompted)
The first time you log into Planning or Reports you may need to add the server’s SSL
certificate to your PC. This involves the following steps:
1. Point your browser to https://berks.mr.isc-seo.upenn.edu/HyperionPlanning/ (for

Planning). In the Security Alert window that appears, click “View Certificate.”
2. Click the “Install Certificate” button in the certificate information window (the
server listed will actually be berks.mr.isc-seo.upenn.edu).
3. The Certificate Import Wizard appears; click “Next” to proceed through the wizard.
4. Click “Next” to automatically select the certificate store.
5. Click “Finish” to complete the wizard.
6. Click “Yes” in the Security Warning window to install the certificate.
7. Click “OK” to acknowledge the “import was successful” message.

8. Click “OK” and “Yes” to close the Certificate and Security Alert windows. You
should then be directed to the application logon page.
Step 6: Log on & Password Security
Use your Hyperion User

Name and Password
Password Manager
If you forget your password or need to change it, please return to the Budget Planning Tools
homepage. From the left-hand side menu, select “Password Manager” and follow the steps.
Initial Setup in Hyperion Planning
Setting Preferences & Options
Once you have logged into Hyperion Planning for the first time, you will need to set
your preferences. This will make navigating through the application easier. You can
set your preferences by:
(1) Logging into Hyperion
(2) Navigating to User Variable Options,
(3) Making your preference choices, and
(4) Saving your preferences.

View of First Screen After Log On
New Hyperion Homepage: This is the screen that you see when you first log in.
To access Hyperion Planning:

Click “Applications” and
“PennPln2.”
View of First Screen After Log On
You must set preferences the first time you log in. Preferences
are those Orgs & Funds that you need to budget. Your access to
orgs has been pre-set by the Central Budget Office through the
Hyperion Planning access form so you will be unable to see
other orgs’ data.
Click on File, Preferences

Navigate to User Variable Options
Click Here at User Variable Options

Set Preferences on User Variable Options screen
Click on Magnifying glass to set

each preference.
Employee Home ORG = PENNID-0001ANY

Organization = ORG-Your org
Fund = CX0012 (This gives you access to all Operating Budget Funds – can be limited if you
choose Commonly Used Funds)
Program and CREF = All
Click OK after making your

selections
Setting ORG Preference
If you have access: How to set your preferences:
To one parent & all children orgs Set Preferences once by selecting the
parent org
To one org Set Preferences once by selecting the

org
To 2 parents & their children orgs Set Preferences for 1 parent at a

time—you will need to change your
preferences when you are ready to
budget the second parent org
To 2 or more orgs that are not within Set Preferences for 1 org at a
a single Parent time—again, you will need to change
your preferences when you move to
the second org
Fund Preference Options
• Hyperion Planning offers the opportunity to limit the number of funds you
see in the program.
• You can limit the number of funds you see by selecting the “Commonly
Used Funds” option in your preferences. You should only choose this
option if you do not have specific endowment or gift funds to budget.
• If you need to budget only endowments, select ENDOW-RCTR-07, and if

you need to budget only gift funds, select GIFTS-RCTR-07.
• Otherwise, you should leave the preference as All Funds and then select
the funds you need during input.
Commonly Used Funds Option
If these are the only funds you budget, then select the Commonly Used Funds Option
on your preferences setting.
• Fund # 000000 General

• Fund # 000007 University Fellowship
• Fund # 000008 Research Asst Matching
• Fund # 010701 Dept Discretionary
• Fund # 010702 Executive Education and DARTs
• Fund # 010703 Dean’s Initiatives
• Fund # 010704 WCIT Capital
How to select your preferences
You will need to use the Fund Hierarchy information to navigate through the
preference settings. When you click on the magnifying glass, this screen will pop up.
Click on + to expand all
CX0012 is All Funds
To add or remove selected members, use

these arrows. If you are changing a selected
member, remove whatever is there BEFORE adding
the new selection. In this screen, we have selected
CX0012, which appears in the “Selected Members”
box.
Using Forms in Hyperion Planning
Hyperion Planning Forms
Hyperion Planning is organized into forms. You will need to navigate to the forms when you are ready to enter
your budget. The forms are divided into three sets: (1) Salary Budgets, (2) Revenue and Expense, and (3)
Departmental Budgets.
Revenue & Expense = Everything else
Salary Budgeting by Fund
Departmental Budgets = Shortened

forms tailored to the object codes that
Wharton most frequently uses. These
are the recommended forms for BA use.
Hyperion Planning Forms
Level zero is the “spot” where data can be entered. You know that you have reached level zero when the
screen is yellow. Wherever the screen is yellow is a place where you can enter data. The screen is green
in the areas where you cannot enter.
Key Things to Remember
Before you enter data, ask yourself: WHERE AM I? Because many of the forms look
similar, you need to double check that you are in the correct form before starting your
budget input. Additionally, make sure you Set the Dial on your form correctly.
Key Steps While Using Forms
Set the Dial.

Hit GO!
Enter the Data in the Yellow areas.
Hit SAVE!
______________________________________________________________________
Ready to change location (new acct combo)?

Set the Dial.
Hit GO!
Set the Dial

Click on Go to refresh the page

whenever changing your account
combination. If you do not press Go,
then you will remain on the old account
combination. Your webpage will
refresh when you have remembered to
press Go.
Use the “Binoculars” to locate your

account number. The binoculars will bring up a
search box; simply enter the number you are
looking for and press the up or down arrow to
find it (the enter key does not work).
Always remember to Save your information

before exiting the form or all your input will be
lost. Click on the disk or go to FileSave.
Revenue & Expense Forms
Revenue & Expense Budgeting
• For many BAs, the majority of Hyperion Planning input will be in the current expense forms.
• Some BAs will also need to budget gift or miscellaneous revenue in the revenue forms.
• Hyperion Planning will be pre-populated with AIF income by the central budget office.
There are two form options for revenue and expense budgeting:
(1) Departmental Budgets
(2) Revenue and Expense
Start with the “Departmental Budget” forms, which contain those object codes most
frequently used by Wharton.
If you cannot find an object code that you need to budget on these forms, use the
“Revenue and Expense” forms, which contain all object codes.
Option 1: Departmental Budget Forms
Departmental Forms
Wharton Forms
Form “3. Current Expense”
Option 1: Departmental Budget Forms
The departmental budget

forms list only the most
common Wharton object
codes. Additionally, they only
have 2 columns—one
showing the prior budget year
and one for entering the
current budget.
Option 1: Departmental Budget Forms (Shortcuts)
Copying and Adjusting From Prior Year

Budget
Step 1: Highlight the entire prior year
column by clicking on the YearTotal box
at the top of the column. When you
see the blue line around the box as
shown here, you know that you have
done this correctly.
Step 2: Click the copy icon in the tool
bar or go to EditCopy.
Step 3: Select the entire current year
column by clicking on the YearTotal
box. Again, you should see the blue
line.
Step 4: Click the paste icon or go to
EditPaste.
Option 1: Departmental Budget Forms (Shortcuts)
Pencil/Adjust Icon
Copying and Adjusting From

Prior Year Budget (Continued)
Step 5: Click the pencil

(adjust) icon in the tool bar or
go to EditAdjust.
Increase or decrease the
entire column by the desired
percentage. Click “Adjust
Data.”
Option 2: Revenue & Expense Forms
Revenue and Expense

Form “I. Current Expense”
Option 2: Revenue & Expense (Current Expense Form)
All Object Codes are available down

the side. Although several columns
have yellow entry spots in the
longer forms, please enter numbers
only in the current budget year.
Salary Budget Forms
Only Salary Object Codes Require Entry –
EB’s are automatically calculated by the system
Salary Budget Forms
Salary Budgets
II. Multiple Year
Form “O. Budget New by Object”
Salary Budget Forms
Person is “Anyone or no one”
Enter your budget

only in FY11
Budgeting Salary Options
There are two different options for budgeting salaries. The best method for you depends on
whether you use only the “Commonly Used Funds” or you need to budget endowment
and/or gift funds.
1. Use the “Standing Faculty By Fund NY” Form for budgeting only commonly used funds,
such as 000000, 000007, 000008, 010701, 010702, 010703, and 010704.
2. Use the “Salaries & EBs” Form for budgeting any other funds.
• This form allows you to budget for any fund.
• It also allows for any 26 digit account combination.
• Any department with Endowment funds or Gift funds should use this form.
• This is the recommended form for most departments.
* You will not be entering salary budgets by person in Hyperion Planning. You will be entering
totals from your Input schedules. In order to enter the budget at the total level, you will use
“Anyone or no one” as the person being budgeted.
Other Hyperion Planning Information
Form Instructions
Adding Notes (Cell Text)
System Availability
Useful Links
How to Find Form Instructions
Click View, then Instructions to view directions for

the form you are completing.
Notes in Hyperion Planning
• Cell text is user friendly with a drop down box at any level to make a note. You use
the Edit function to access it.
• Notes in Hyperion Planning are not visible, but the input cell will show if a note is
attached to that cell with a blue mark in the corner of the cell.
Using Cell Text For Notes
Cell Text Drop Down Box

Using Cell Text For Notes
Note the “The data has

been saved.” at the top of
the screen. You will see this
message when your save
has been successful.
The blue mark in the
corner of the yellow cell
indicates that there is a
note here.
System Availability
• Hyperion Planning & Reports will generally be available from 7:00 am to midnight
each day.
• PennHist, the database used for most reports, will be refreshed with your latest
forecasts and budgets from PennPlan at 8:00 am, 12 noon, 4:00 pm and 8:00 pm
each day. You may get a message that you can’t save in PennPlan if you try to save
your work during an export. Wait a few minutes and then you should be able to
save.
• Each PennPlan application will be aggregated (meaning it will add up org parent
and fund group totals) once an hour as detailed below, except when we are
loading PennHist. You can save work in PennPlan while it is aggregating. Your
updated totals will appear once the aggregation is finished.
• PennPln2: 9:50 am, 12:50 pm, 4:50 pm.
• The system will not normally be available for users between midnight and 7 am
when maintenance is scheduled
• You can log in from home!

Budget Documentation
http://www.budget.upenn.edu/PlanTools/doc.shtml
Budgeting Website Links
Web Address Description
http://www.budget.upenn.edu/ Office of Budget
http://www.budget.upenn.edu/plantools/ Budget Planning tools
https://planwsprl01.isc-seo.upenn.edu:19043/workspace/index.jsp / Hyperion Planning/Reports
http://www.budget.upenn.edu/PlanTools/doc.shtml / Documentation
Hyperion Reports
Hyperion Reports
When and Why should you use Hyperion Reports?
• To verify that you have correctly entered the current budget
• To see actual data from prior years
• To see actual versus budget for the current year
• To help with forecasting during the current year
In this section of training, we will show you:

(1) How to access Hyperion Reports,
(2) What reports to use and why to use them, and
(3) How to print reports, export them into Excel, and use a PDF
preview.
Hyperion Reports
• Do not be afraid to run reports—you cannot mess up the
numbers! Any errors will simply bring back a report full of
zeros.
• Remember that you cannot run reports for about 20 minutes

after 8 am, 12 pm, 4 pm, and 8 pm while the data is
transferred from Hyperion Planning to Reports.
• If you have any questions or suggestions for helpful reports,

please call your analyst.
Accessing Hyperion Reports
You log into Hyperion Reports

from the same website and
using the same username and
password as Hyperion Planning.
Log In Screen
Use the same User

Name and Password
as Planning.
Hyperion Reports
This is the screen that you see

when you first log into Hyperion.
Click “Explore” to enter Hyperion
reports.
Shortcut: Your recently opened
reports will also be listed on the
left side. You can go directly to the
report by clicking on the link.
Hyperion Reports
After you click “Explore” this is the

screen that you see. You will use
the folders on the sidebar to find
the reports you need to run.
Hyperion Reports
• We will cover the 5 reports most useful to a BA:
– Forecast & Budget Detail Report
– Wharton RCM Row and Object Detail-No Rounding
– Department Budget Report
– YTD Analysis Report
– Endowment & Gift Fund Analysis Report
• There are many other reports available—please ask us or use

the Reports matrix to determine which other reports are
useful.
Forecast & Budget Detail Report
• Why? This report is the best report for checking your budget entry
because it provides every single line that has been budgeted with the
entire account string. We require that you run this report and use it to
check your input before promoting your budget.
• What? It shows the entire 26-digit account combination along with the
prior year final budget and the current year or working budget. Please
note that the report does not contain EBs or carry forwards.
• How? This report works best if you export to Excel and use the AutoFilter
feature.
• Where? This report is located in the Account Details, then RevExp folders.
Forecast & Budget Detail Report: What it looks like
Prior yr FY11
Budget Budget
Where is the report located?
Expand the Account Details and

RevExp folders. Then select the
Forecast & Budget Detail Report.
User Point of View
Click “Select” to select the org

for which you want to run the
report. Shortcut: You can also
type in your org by leaving the
ORG- and then typing in your
org number or parent org
name.
How to select the org
You can select a parent org

or an individual org. When
making report selections, all
orgs will be visible, but only
those orgs for which you
have access in Planning will
return data.
How to Run
Use the magnifying glass to bring

up the fund menu. Click run
when you have selected your
fund group. Running CX0012 will
bring up all funds you have
budgeted. This is the
recommended selection.
Wharton RCM Row & Object Detail Report-No Rounding
• Why? You can use this report to view your org or a particular fund in the
RCM format. It is a good report to use for comparison and forecasting
purposes because it provides prior year actuals, the current year’s budget,
as well as year-to-date actuals.
• What? This report gives you an RCM format report that can be drilled
down to the object code level. It also gives you down to the penny
information rather than rounded dollar amounts.
• How? This report is versatile because it can be run at a number of levels—

choose what’s appropriate to you. You can run it down to the CREF level,
for a parent or an individual org, or for all funds or for a particular fund.
• Where? The Wharton RCM Row and Object Detail Report is located in the
School-Specific and Wharton folders.
Wharton RCM Row and Object Detail Report – PDF
Click on the adobe acrobat icon to view

the report in PDF format. You must put
the report in PDF format before printing
it. Print the document by clicking on
the printer icon.
Prior Yr Actuals
Current Yr Budget
YTD Actuals
Expand the School-specific and

Wharton folders. Then select the
Wharton RCM Row and Object
Detail-No Rounding Report.
How to run the report
You must select your

“User Point of View”
before running the
report.
To view all programs,
choose PROG-PROG.
To view all CREFs, choose
CREF-CREF.
To view all funds, choose
FUND-CX0012.
Otherwise, click “Select”
to scroll through the
hierarchy and select the
specific fund, program, or
CREF that you need.
Department Budget Report
• Why? This report is good when you want a quick snapshot of your budget
or your YTD numbers for a specific org. It provides a one page view that is
convenient.
• What? This report gives you an RCM format report that shows all funds
for a particular org or parent org.
• How? You can run the report at a Parent or individual org level and then
see all funds on one page. Additionally, the report can be run for YTD or
Budget numbers.
• Where? This report is also located in the School-Specific and then

Wharton folders.
What the report looks like in PDF
How to run the report
Because the User Point

of View is quite large,
these are the
selections you would
make if you want to
see YTD numbers.
YTD Analysis
• Why? This report is useful for monitoring your budget throughout the
year and completing your quarterly projections.
• What? The report shows prior years, the current YTD, and provides a
calculated forecast.
• How? You run the report at the org level and it provides information by
fund group.
• Where? This report is located in the Analytical Tools folder.

What the report looks like
Prior Years Current Year Forecast

Expand the Analytical Tools folder.

Then select the YTD Analysis Report.
User Point of View
YTD Analysis – Drop Down Menu
Use the drop down

menu to see the report
at any Fund level
desired
Endowment & Gift Fund Analysis
• Why? You will need to use this report to complete the Fund Carry Forward
Schedule and to ensure that all your endowment and gift funds are not in
deficit.
• What? The report shows prior year final numbers, current year budget
numbers, and next year’s budget number.
• How? You run the report at the org level and it will provide all
endowment and gift funds.
• Where? This report is located in the Analytical Tools folder.

What the report looks like
Expand the Analytical Tools folder. Then

select Endowment & Gift Fund Analysis.
User Point of View
Other Hyperion Reports Information
Other Hyperion Reports Functions: Expanded Rows
Whenever you see a gray arrow in

Hyperion Reports, this means that you
can drill down and see more
information. Simply click on the
arrow and the report will expand.
Usually the report will expand all the
way to the object code level.
Exporting to Excel
Step 1: Run the report.

Step 2: ExportExcelFully-
Formatted Grids and Text
Step 3: The report will pop up in
an Excel spreadsheet.
Now It’s in Excel!
You can add formulas, rearrange

data, and generally do anything
that is normally an Excel function.
This is also the best way to save a
report.
Find Specific Information using Auto Filter in Excel
Step 1: Select a cell above the

table (such as A11)
Step 2: On the “Data” menu, click
“Filter”
Step 3: Click on the arrow in the

column you are interested in
filtering. A drop down box will
appear showing all the filters that
can be applied.
Step 4: Check the box to the left
of the filter you wish to apply,
then click the “OK” button. (If all
boxes are checked, click the
“Select All” box to unselect all,
then check the specific box you
wish to select).
Now I’m Filtered!
After you filter one column, if you want to focus on even more specific
information, you can filter again on another column, and then again on
another column, and so on. You can click the arrow next to any heading
in any column to apply a filter.
For example, after filtering by object code 5223, you can filter again by
fund if you wish to see Computer Software budgeted only to fund
010704.
More about AutoFilter
• Removing Filters:
– To remove a filter from one column, click the AutoFilter arrow next to that column, and
then click All. That command will display the rows hidden by that filter.
– To turn off AutoFilter, click the Filter button on the Data menu.
• Filtered data is not changed, rearranged, or moved. It's just hidden until
you remove the filter.
• If you select an entire column instead of a single cell before clicking the
AutoFilter command, an AutoFilter arrow will appear only on the selected
column, not on all columns of the data.
• In Excel versions prior to 2007, to create a filter: Click a cell in the data you
want to filter. Then on the Data menu, point to Filter, and then click
AutoFilter.
HYPERION REPORTS
MATRIX
Additional Information on Reports
not covered specifically in the
manual:
Usage or Purpose
(e.g., reporting, diagnostic,

Report Name Description etc.) How to use
Single Org, 1 Page per Fund

11 Year Summary by Fund Group Analytical Tools 5 years of actual and 5 years into the future by fund.
Group
Single Fund, 1 Page per Org

11 Year Summary by Org Analytical Tools 5 years of actual and 5 years into the future by Org.
(2 org levels)
Multiple Years, 1 Page per Good overview of Org totals or by Fund for prior year, current
Budget Analysis Template Analytical Tools
Fund Group year to date, and budget FY08
All Fund Groups, 1 Pg for

Complete P&L by Org with all funds displayed across the top of
Consolidated Statement Selected Analytical Tools
the page. Only a single time period.
Year/Version/Scenario
Selected Fund, Scenario, Complete P&L by Org for a particular fund. Only a single time
Expandable Org Overview Analytical Tools
Version, Year by Org period.
Detail P&L with revenue & expense lines and the ability to drill
Selected Fund, Current +
RCM Row Detail Analytical Tools down to the Obj code level. Gives last year, current year and next
Next Year
year. Can be run for all funds or individual funds.
Detail revenue lines and the ability to drill down to the Obj code
Selected Fund, Current +
Revenue Detail - RCM Rows Analytical Tools level. Gives last year, current year and next year. Can be run for
Next Year
all funds or individual funds.
Complete P&L with FY05, FY06, FY07 YTD actual, FY07 budget,
YTD info and growth rates, 1
YTD Analysis Analytical Tools FY07 calculated forecast based on prior year, and FY08. One fund
Pg format
per page. Ability to drill down to Obj code level.
Condensed P&L with FY05, FY06, FY07 YTD actual, FY07 budget,
YTD info and growth rates,
YTD Analysis - Condensed Analytical Tools FY07 calculated forecast based on prior year, and FY08. One fund
Condensed format
per page. Ability to drill down to Obj code level.
Complete P&L with FY05, FY06, FY07 YTD actual, FY07 budget,
YTD info and growth rates,
YTD Analysis - Selected Fund Analytical Tools FY07 calculated forecast based on prior year, and FY08. Select the
Selected Fund
fund to view. Ability to drill down to Obj code level.
Forecast & Budget Detail Selected Org & Object Data Detail Gives line item detail by obj code for an Org and selected fund
Forecast & Budget Detail - All Outyears Selected Org & Object Data Detail Gives line item detail by obj code for an Org and selected fund
Reviewing & Promoting Your Budget
Budget Review Process
1. Using the filtered Forecast & Budget Detail Excel file, perform
the following:
a) Agree the total for 07-9999 to the Additional Funding Requests form.
b) Agree all salary object code totals to the applicable schedules.
c) Agree all PhD object code totals to the PhD schedule.
d) The totals for all current expense object codes for the 000000 Fund
and 010701 should match your current expense schedule
(note: it might be easier to use the “Wharton RCM Row & Object
Detail” Report for this, given that report shows a total for current
expense by fund).
a) Agree the totals for 4820/4825 to the total transfers-in and transfers-
out on the Transfer Reconciliation Form.
b)Complete the carryforward schedule and make sure that no funds are
budgeted to a deficit.
Budget Review Process
2. Perform a general review of the report as follows:

a. Missing budget items: Is every relevant line from your FY09
budget entered for FY10?
b. Duplicate line items: Have I entered the same item twice?
c. Account code entry errors: Are the 26-digits correct?
d. Dollar amount errors: Did I enter the correct dollar amount?

Promoting Your Budget
• When you have completed your Planning input, you
must promote it to your budget analyst for review.
• Once you have promoted your budget, you will not

be able to make any changes.
• You will still be able to view your budget entry even if

you have promoted your budget, but it locks the
budget from changes.
Click on File, then Workflow, and finally Manage Process.

Find your org and click “Details.”

If you have a parent org,
promote the parent, not the
individual orgs.
Step 1: Click Change

Status.
Step 2: In the “Select Action”
Step 4: Click to submit. box, select Promote.
Step 3: In the “Select Next
Owner” box, select your
budget analyst. You can make
notes to your analyst here as
well.
Final Budget Reminders
1. Set the Dial
4. Save your work 3. Click on Go to

2. Use Binoculars refresh the page
to locate acct no. whenever
changing your
account
combination.

Hyp Student Guide

Transféré par

Informations du document

Description originale:

Copyright

Formats disponibles

Partager ce document

Partager ou intégrer le document

Options de partage

Avez-vous trouvé ce document utile ?

Ce contenu est-il inapproprié ?

Droits d'auteur :

Formats disponibles

Hyp Student Guide

Transféré par

Droits d'auteur :

Formats disponibles

Hyperion Planning and Reports

University of Pennsylvania: The Wharton School

FINANCE & ADMINISTRATION

• New BA Training mid February

• Excel Schedules distributed mid to late February

• Budget Input to Hyperion late February – mid March

• Budget Brown Bag Early March

• All Budgets Due mid March

• Budget Meetings mid March through early April

• Budget Revisions Within 2 days of your meeting

Hyperion Planning and Reports

The budget schedules are:

Staff names, titles, and base salaries

Please add other org or fund payments in

The names and salaries are pulled from

If all DARTs are paid on the 010702

Faculty names are pulled from

For 010702 DARTs, you will need

Enter total DARTS to the “Visiting

Use this Input Table to enter totals into Planning.

Input to BLUE sections only. All white and orange areas

This input table will fill in

These input tables will

Instead of the workers’

“Total Charged to 000000 Fund” should

The “Total Cost paid by

You need not list each section

“Total Charged to 000000 Fund” should not be greater

If applicable, enter revised 010701 budget amount based on your calculation

• There is no place in Hyperion Planning that shows these carry forwards.

The “Estimated Surplus/Deficit”

You can pull the information for

Enter amounts as absolute values to the “Current Fiscal Year”

Set your dial on Form S1.

There are three sections on the Transfer Reconciliation Schedule:

• Transfers between Wharton and an outside school must reconcile at the

• They must also be listed on the Additional Funding Requests Form.

• Please provide as much detail as possible about the request. Please

• Finally, submitting a request does not guarantee funding. Requests

In this section, we will discuss:

• “Scenarios”: Scenarios allow Planning to be used for different purposes,

• “Versions”: Versions allow Planning to store data from various time

07XX is the Wharton School

07YY & WCIT are

Individual orgs 0747, etc. are

CX0002 Special Purpose

CX0004 Designated Investment

CX0005 Designated Gift

CX0007 Sponsored Programs

CX0003 Service Centers

Expand the parent

2. Go to the Budget website

3. Access “Budget Planning Tools”

4. Select “Workspace” for entry into Hyperion Planning and Reports

5. If prompted, install Hyperion Server SSL Certificates the 1st time

• Hyperion Planning and Reports are web-based applications, which means

• You will need Internet Explorer 6 or 7 (but not 8)

• The default configuration is identical to BEN Financials so if you use BEN

1. Point your browser to https://berks.mr.isc-seo.upenn.edu/HyperionPlanning/ (for

4. Click “Next” to automatically select the certificate store.

5. Click “Finish” to complete the wizard.

6. Click “Yes” in the Security Warning window to install the certificate.

7. Click “OK” to acknowledge the “import was successful” message.