Accessing Profitability and Cost Management After Installation

Profitability and Cost Management is an integral part of EPM Workspace, and uses common applications to manage the application and security. After installation, you must perform a number of steps to create the first Profitability and Cost Management application. After the application is created, you need to import data into Profitability and Cost Management.

  To create the first Profitability and Cost Management application after installation:

  1. Ensure the following products are installed, configured and running:

    • EPM Workspace

    • Shared Services

    • Performance Management Architect

    • Essbase (for Standard Profitability only)

    • Profitability and Cost Management

    Note:

    This list represents the minimum installation required to use Profitability and Cost Management; however, you may install additional products at any time.

    For complete installation instructions, see the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide and the Oracle Hyperion Enterprise Performance Management System Installation Start Here.

  2. From the EPM Workspace main menu, select Navigate, then Administer, and then Application Library.

  3. From the Application Library, select File, then New, and then Application Wizard to create a new Profitability and Cost Management application.

    For detailed instructions on creating a new application, see the appropriate section in the Oracle Hyperion Enterprise Performance Management Architect Administrator's Guide:

  4. On the EPM Workspacemain menu, select Navigate, then Administer, and then Dimension Library to access Performance Management Architect to create the dimensions required for the first application.

    For detailed instructions on creating dimensions, see the Oracle Hyperion Enterprise Performance Management Architect Administrator's Guide.

  5. From the Application Library, right-click the new application name and select Validate.

    The Validation task is submitted to verify the metadata. Click the link on the job status message to view the Job Console for the validation task and view warnings or errors in the log file under Attachments. You must correct errors before deploying the application.

  6. From the Application Library, right-click the new application name and select Deploy.

    The application name and selected dimensions are forwarded to the Profitability and Cost Management server. See the Oracle Hyperion Enterprise Performance Management Architect Administrator's Guide.

  7. On the EPM Workspace main menu, select Navigate, then Applications, then Profitability, and then select the new application.

    Note:

    If the newly created application is not found, select Refresh, and then repeat step 7.

  8. From Task Areas, select Manage Models, then Import Staging Tables to import the data you require to begin building a model. See Importing Data into Profitability and Cost Management.