Hyperion Planning: Enablement for Project Teams (2 days)


Project teams, stakeholders, managers.

Learning Objectives

Gain an understanding of the basics of budgeting and planning within Hyperion Planning.

Course Description

This course covers everything that a Project Manager needs to make a valuable contribution to the design and implementation of an Hyperion Planning application. Topics include understanding dimensionality and how data values are input, adjusted and hand analysed using standard financial reporting and ad-hoc analysis tools. Explore the look, feel and functionality of Hyperion Planning, Financial Reporting and Smart View. Enter and load data, create and use task lists and understand the approvals process. Create basic reports and perform ad-hoc analysis in Microsoft Excel.

Course Information

Audience: Project teams, managers, stakeholders.

Duration: 2 days

Pre-requisites: None

Delivery method: 

  • Classroom: Private - In Person or Live Online (contact us to schedule)

Advanced preparation: None

Recommended CPE credits: 14 credits 

Day Summary

Day 1: Overview, navigation, dimensionality.


Day 2: Loading data, creating documents, reporting.

Detailed Agenda

Planning Overview
• Components
• Architecture
• Key Terms & Concepts


The End User Process
• Data Forms & Task Lists Overview

• Data Entry Methods
• The Approvals Process
• Loading Data


• Key Dimensions
• Properties
• Applications & Plan Types 

• Data Storage


• Financial Reports

• Smart View


This course is offered as private training only, through our strategic partnership with Keyteach, using state-of-the-art technology and a live environment for hands-on labs. Contact us to schedule a private class.

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