Copyright©2025 Yonyou Group All rights reserved.Without the written permission of Yonyou Group, no part or whole of the content of this user manual may be copied, reproduced, translated, or reduced for any purpose. The content of this user manual may change without notice, please be aware.Please note: The content of this user manual does not represent any commitments made by Yonyou.Overall OverviewGlossaryDimension: Refers to the specific classification that provides multiple interpretations of an account; a metric can be interpreted according to multiple dimensions.Dimension member: A member of a dimension;Dimension Hierarchy: The hierarchy of dimensions defines the structure and aggregation relationships between dimension members. These relationships are represented using expandable hierarchy charts;Dimension Property: A property is a standard for classifying dimension members, which can add additional levels of granularity to the data. When a property is defined for a dimension, an attribute value can be assigned to each dimension member.Product OverviewThe enterprise performance platform provides public capabilities for applications in the enterprise performance service domain.Under the domain of Enterprise Performance Management services, there will be multiple products involving data, such as Financial Consolidation, Planning, Budgeting and Forecasting, and Financial Reports. The common services among these products will be maintained at the corresponding nodes of the Enterprise Performance Management platform.Product Architecture DiagramApp ValueThe Enterprise Performance Platform, as a public platform in the field of Enterprise Performance Management, can maintain a public dimension library. When customers purchase Planning, Budgeting and Forecasting and Financial Reports that require centralized maintenance of a unified organizational system, products, and other dimensions, they can be managed uniformly in the Enterprise Performance Platform - Dimension Management.The enterprise performance platform provides public data permission management for enterprise performance dimensions, planning, budgeting and forecasting, and financial reports. Enterprise administrators can manage permissions uniformly or manage them individually based on app permissions.The Enterprise Performance Management platform provides a Procurement Tasks center, which can centrally manage long tasks for Management Merging, Planning, Budgeting and Forecasting, and Financial Reports. Enterprise administrators can manage them centrally or manage them individually based on app permissions.The Enterprise Performance Management platform can centrally manage the business logs of management merging reports, planning, budgeting and forecasting, and financial reports. Enterprise administrators can manage them centrally or manage them individually based on app permissions.The Enterprise Performance Management platform can uniformly monitor and manage the resource situation of consolidated services and budget report services, avoiding issues of freezing or downtime caused by resource constraints.Application ScenarioScenario 1: Dimension Application ScenarioBusiness DescriptionThe dimension provides master data for building business models for business applications.Custom dimensions can be created based on scenarios or reference public files from the BIP platform as dimensions applicable to the EPM domain.Multi-systems can be created based on the scenario, and the convolution relationship between dimension members can be set.Business ProcessApp ListServiceDescriptionDimension ManagementUsed to maintain dimensions at the common level or app level for planning, budgeting and forecasting and financial reportsInitial PreparationAssign dimension management node permissions to users or roles and the permissions for corresponding apps under the node.Dimension Basic Data Preparation:NameCodeModel RequiredConvolutionDimension DescriptionImplementationEntityENTITYRequiredCompany Structure LevelManual ConfigurationAccountACCOUNTRequiredConvolutionReport & Account LevelManual ConfigurationCurrencyCURRENCYRequiredAll Currencies within the GroupManual ConfigurationScenarioSCENARIORequiredPredefined Members: Actual, Budget, Forecast, PreActualMembers based on budget scenarios can be addedVersionVERSIONRequiredPredefined Members: v0, av1-av3Versions can be addedTimeTIMERequiredFour predefined structures: Year Half Year Quarter Month, Year Quarter Month, Year Month, YearYears can be addedViewVIEWOptionalPredefined Members: HYTD, Periodic, QTD, YTDYears can be addedP DimensionP1~P12OptionalYesCustom Dimension, functionality has been Manual Configurationreplaced by custom dimensionsCustom DimensionCustomOptionalYesCustom Dimension or Introduced Platform FilesManual ConfigurationScenario 2: Data Permission App ScenarioBusiness DescriptionDecide whether to enable permission management for the corresponding resources based on the requirements.After enabling Permission Management, the administrator can distribute permissions for each resource at the Data Permission Assignment node.By distributing data permissions for resources to users or roles, control the range of data that business users can access at business nodes.Business ProcessApp ListServiceDescriptionBusiness ParameterUsed to define whether permission control is enabled for various resources in the appData Permission DistributionUsed to assign different permissions for different types of business objects based on users or rolesData Permission ReportUsed to query the assigned permission content under each appInitial PreparationDistribute business parameters to users or roles, data permission distribution, data permission report node permissions, and permissions for corresponding apps under the node.According to business needs, enable permission control for relevant resources:Parameter NameParameter DescriptionDimension/System Permission ControlControls whether permission control for dimensions is enabled, default is disabled. Users do not filter dimension members based on permissions during reporting and other business processes. Permission control can be enabled based on business needs.Form Permission ControlControls whether access to forms is subject to permission control, default is disabled. This means users do not filter access to forms based on permissions when accessing them at nodes like the budget data center. Permission control can be enabled based on business needs.Workflow Control Form PermissionIndicates whether the form is controlled by the workflow, meaning access to the form is no longer based on the data permission allocation of the form, but rather on whether the user is an operator in the workflow node. Default is disabled. Permission control can be enabled based on business needs.Task Flow Permission ControlControls whether permission control for task flows is enabled, default is disabled. This means users can access all processes in task flow settings and activation nodes. Permission control can be enabled based on business needs.Use Task FlowControls whether workflows are enabled in planning and budgeting, default is disabled. Task flows can be enabled based on business needs.Scenario 3: Procurement Tasks App ScenarioBusiness DescriptionAdministrator/Business User performs business operations under the business app;Enterprise administrator/long task operation user can view and manage corresponding tasks uniformly or by permissions in the Procurement Tasks.Business ProcessApp ListServiceDescriptionProcurement TasksUsed for monitoring and managing time-consuming and resource-intensive tasks in the Enterprise Performance Management domainInitial PreparationDistribute functional permission for procurement tasks to users or their roles.Distribute functional permissions of the corresponding apps under the Procurement Tasks to users or their roles.Load the model to normal operating status.Users can view and stop long tasks in the Procurement Tasks when there are long operations at the business node.User GuideBasic ManagementOverall OverviewUsed for unified management of parameter options, task execution status, and log records of applications under the platform. Mainly includes business parameters, procurement tasks, and log management nodes.Overall ValueProvide a unified entry for parameters, tasks, logs, etc., at the enterprise performance level, and support users in managing at the enterprise level or managing according to application permissions.Related ContentBusiness ParameterProcurement TasksLog ManagementData AuditBusiness ParametersFunction DescriptionBusiness parameters, mainly used to define whether permission control is enabled for dimension members in the app.Enable dimension business parameter permission control, the deletion, modification, and query of dimension members and data in planning, budgeting, and forecasting products will be controlled according to the set permissions;If the dimension business parameter permission control is not enabled, the deletion, modification, and querying of dimension members and data in the planning, budgeting, and forecasting product will not be subject to configured permission control, and the dimensions for which permissions can be customized can be set to be enabled.In addition to dimensions, it is also used to control the start and stop of specific functions in planning, budgeting, and forecasting. These functions are turned off by default, and the user needs to determine whether to enable them.Key AppsQuery Business ParametersSupports business parameter queries, allowing for modifications of the parameter values retrieved.Modify parameter valueSupport for modifying parameter values of business parameters.Field DescriptionBusiness ParameterField NameDescriptionParameter NameBuilt-in name, generally the dimension name + parameter function, cannot be modified, example: Account Enable Permission ControlParameter ValueYes/No, the default for the main body is Yes, others are default No, can be modifiedParameter GroupData Permission, cannot be modified, extends other types of parameter groupsBusiness parameter valueParameter CodeParameter NameParameter TypeValue RangeDefault ValueParameter GroupBP_ENTITYEntity Enable Permission ControlReferenceYes/NoYesData PermissionBP_ACCOUNTAccount Enable Permission ControlReferenceYes/NoNoData PermissionBP_VERSIONVersion Enable Permission ControlReferenceYes/NoNoData PermissionBP_P1_System_CodeP1_System_Code Enable Permission ControlReferenceYes/NoNoData PermissionBP_P2_System_CodeP2_System_Code Enable Permission ControlReferenceYes/NoNoData PermissionBP_P3_System_CodeP3_System_Code Enable Permission ControlReferenceYes/NoNoData PermissionBP_P4_System_CodeP4_System_Code Enable Permission ControlReferenceYes/NoNoData PermissionBP_P5_System_CodeP5_System_Code Enable Permission ControlReferenceYes/NoNoData PermissionBP_P6_System_CodeP6_System_Code Enable Permission ControlReferenceYes/NoNoData PermissionBP_P7_System_CodeP7_System_Code Enable ReferenceYes/NoNoData PermissionPermission ControlBP_P8_System_CodeP8_System_Code Enable Permission ControlReferenceYes/NoNoData PermissionBP_P9_System_CodeP9_System_Code Enable Permission ControlReferenceYes/NoNoData PermissionBP_P10_System_CodeP10_System_Code Enable Permission ControlReferenceYes/NoNoData PermissionBP_P11_System_CodeP11_System_Code Enable Permission ControlReferenceYes/NoNoData PermissionBP_P12_System_CodeP12_System_Code Enable Permission ControlReferenceYes/NoNoData PermissionBP_Custom_Dimension_CodeCustom Dimension Enable Permission ControlReferenceYes/NoNoData PermissionEPM_ENTITY_PlatformEntity Use BIP Platform Permission ManagementReferenceYes/NoNoData PermissionBP_CALCULATECalculation Scenario Enable Permission ControlReferenceYes/NoNoData PermissionBP_DOCUMENTSDocument Enable Permission ControlReferenceYes/NoNoData PermissionBP_FORMSForm Enable Permission ControlReferenceYes/NoN...
