Oracle® Hyperion Planning

Readme

Release 11.1.2.2


Copyright © 2012, 2013, Oracle and/or its affiliates. All rights reserved.

Updated: November 2013

Authors: EPM Information Development Team

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Table of Contents:

Purpose

New Features

Installation Information

Supported Platforms

Supported Languages

Supported Paths to this Release

Migration and Application Updates

Defects Fixed in this Release

Known Issues

Public Sector Planning and Budgeting

Tips and Troubleshooting

Documentation Updates

Accessibility Considerations

Purpose

This document includes important, late-breaking information about this release of Oracle Hyperion Planning. Review this Readme thoroughly before installing the product.

New Features

For information about the new or extended functionality in this release, see the . For new features relating to installation, architecture, and deployment changes in this release, see "New Features" in the .

Installation Information

Late-breaking information about installation of Oracle Enterprise Performance Management System products is provided in the . Review this information thoroughly before installing EPM System products.

Supported Platforms

Information about system requirements and supported platforms for EPM System products is available in a spreadsheet format in the . This matrix is posted on the Oracle Fusion Middleware Supported System Configurations page on the Oracle Technology Network (OTN):

http://www.oracle.com/technetwork/middleware/ias/downloads/fusion-certification-100350.html

Supported Languages

Information about supported languages for EPM System products is available in a spreadsheet format on the Translation Support tab in the . This matrix is posted on the Oracle Fusion Middleware Supported System Configurations page on OTN:

http://www.oracle.com/technetwork/middleware/ias/downloads/fusion-certification-100350.html

Supported Paths to this Release

You can upgrade to EPM System Release 11.1.2.2 from the following releases. For instructions, see the and “Upgrading EPM System Products” in the .

Note: To take advantage of new Oracle Hyperion Public Sector Planning and Budgeting content, those users must update their existing applications and data artifacts to 11.1.2.2 format. See Migrating Public Sector Planning and Budgeting Application Metadata and Data.

If you use Oracle Hyperion Financial Close Management, you can only apply this release if starting from Release 11.1.2.1.

Table 1. Table

Release Upgrade Path FromTo

11.1.2.x

11.1.2.2

Note:

When moving from Release 11.1.2.0.x or 11.1.2.1.x to Release 11.1.2.2, you can only use the Apply Maintenance Release option in Oracle Hyperion Enterprise Performance Management System Installer, instead of following the documented upgrade procedures.

11.1.1.3.x

11.1.2.2

11.1.1.4.x

11.1.2.2

9.3.3.x

Note:

If you have Performance Management Architect Release 9.3.1, you can download Oracle Hyperion Shared Services 9.3.3 from My Oracle Support.

11.1.2.2

A release earlier than Release 9.3.3.x

If you are upgrading from a release earlier than 9.3.3.x, you must first upgrade to a supported release and then upgrade to release 11.1.2.2. For upgrade procedures for the earlier release, see the product installation guides for the interim release that you are upgrading to.

An environment that includes multiple releases, such as one or two instances of Shared Services

See "Upgrading from an Environment with Multiple Releases" in the "Upgrading EPM System Products" chapter in the .

Notes:

  • If you are starting from Release 9.2.0.3+, 9.3.0.x, 9.3.1.x (except for Oracle Essbase 9.3.1.4.1, 9.3.1.5, 9.3.1.6, and 9.3.1.7), or 11.1.1.x, upgrade to Release 11.1.1.3 as your interim release.

  • If you are starting from an earlier release, Oracle recommends that you upgrade to the highest level release that directly supports upgrade from your starting release.

  • Security Synchronization between Essbase and Oracle Hyperion Shared Services was removed in Essbase 9.3, starting with Release 9.3.1.4.1. Consequently, if you use Essbase Release 9.3.1.4.1, 9.3.1.5, 9.3.1.6, or 9.3.1.7, upgrade all products to Release 9.3.3, not 11.1.1.3.

Migrating from Business Rules to Calculation Manager

Using Oracle Hyperion Business Rules as a calculation module is not supported in this release, so if your application uses Business Rules as the calculation module, you must migrate to Oracle Hyperion Calculation Manager. See the .

When using the migration tool, note the following issues

  • 13590893 -- The rule migration migrates macros to the first available plan type of the migrated application.

  • 13655608 -- If you migrated a business rules repository once, but must migrate again, you must either:

    • Delete the entire HSPSYS_HBR2CMGRMIGINFO table

      or:

    • Delete rows in the table where the column "NAME" is the business rule that you want to migrate, and OBJECTTYPEID= 1

Migrating Public Sector Planning and Budgeting Application Metadata and Data

If you have Release 11.1.2.1 Public Sector Planning and Budgeting applications, follow the instructions in this section to migrate your Release 11.1.2.1 application metadata and data to the Release 11.1.2.2 format.

Important: If you customized your budget details and modified predefined rules, metadata or data, use caution when performing the following tasks, as your customizations may be lost or data calculate incorrectly.

Note:

To acquire the new decision package and PeopleSoft commitment control functionality, you must install Public Sector Planning and Budgeting Release 11.1.2.2. These new features are not supported for upgrades of existing applications.

Prerequisites

Caution!

Review, understand, and satisfy the following requirements. If you do not meet the requirements, applications may malfunction, and you may experience service interruptions and data loss.

  1. Before running the Upgrade Wizard during installation, perform these tasks:

    • Create a Release 11.1.2.1 test environment that is identical to your 11.1.2.1 production environment.

    • Ensure that you can log on to Oracle Hyperion Shared Services Console using an account enabling Oracle Hyperion Enterprise Performance Management System Lifecycle Management tasks.

    • Ensure that you can log on to Oracle Hyperion Enterprise Performance Management Workspace as a Oracle Hyperion Financial Reporting administrator.

  2. On the 11.1.2.1 test environment you created in Step 1, upgrade Planning to Release 11.1.2.2 as described in the and Managing Upgrades in the .

  3. Update references to rehosted data sources (relational databases and Essbase servers).

    See "Managing Upgrades" in the .

  4. On the upgraded environment, create a Release 11.1.2.2 Public Sector Planning and Budgeting application.

    You will copy 11.1.2.2 artifacts from this 11.1.2.2 application to the existing 11.1.2.1 application, which this document will subsequently refer to as the 11.1.2.1 test application. Create the 11.1.2.2 application to be identical to the 11.1.2.1 test application, as follows:

    Note:

    When you create the 11.1.2.2 application, do not enable the Decision Package and Commitment Control options.

    • Uses the same budget detail

    • Uses the same currency options

    • Has the same calendar definition (application start year and number of years, for example)

    Note:

    If your 11.1.2.1 application uses Business Rules as the calculation module, before proceeding with the following steps, you must migrate all your applications from Business Rules to Calculation Manager by following the steps in the .

  5. Launch Planning Release 11.1.2.2, open the 11.1.2.1 test application, and then click Upgrade.

    This step performs the required schema upgrade to make the application valid for Release 11.1.2.2. However, in the subsequent steps, this application is still referred to as the 11.1.2.1 test application to distinguish it from 11.1.2.2 application that you created in Step 4.

About Migrating Data and Artifacts

Following is an overview of the tasks required to migrate data and artifacts from the 11.1.2.2 application to the 11.1.2.1 test application:

  1. Meet the requirements as described in Prerequisites.

  2. Migrate dimension metadata using Planning or Oracle Hyperion EPM Architect as described in Migrating Dimensional Metadata.

  3. Migrate business rules using Calculation Manager as described in Migrating Business Rules.

  4. Migrate forms, menus, reports, and task lists using Lifecycle Management in Shared Services Console as described in Migrating Forms, Menus, Reports, and Task Lists.

  5. Migrate Smart Lists using Lifecycle Management in Shared Services Console or Performance Management Architect as described in Migrating Smart List Metadata.

  6. Perform post migration tasks such as refreshing the application (see Post Migration Tasks).

  7. Verify the migrated data, and then use the same procedure to migrate the 11.1.2.1 production environment.

Options and Considerations

Migrate your Public Sector Planning and Budgeting Release 11.1.2.1 metadata and data based on your situation (see Table 2, Migrate Options).

Note:

The new decision packages and Commitment Control features introduced in Release 11.1.2.2 are available only for new applications; these features are not supported for existing applications.

Table 2. Migrate Options

Your SituationTasks
  • You want only the updated business logic in Release 11.1.2.2.

  • You do not want to update forms, reports, or tasks in the application.

  • You have not customized your 11.1.2.1 application.

Note:

If you used Oracle Hyperion Business Rules as the calculation module with your existing application, you cannot update just the rules in your existing application without first migrating the forms, menus, and task lists as described in the sections below.

  • You want all the new functionality in Release 11.1.2.2.

  • You have not customized your 11.1.2.1 application.

  • You want all the new functionality in Release 11.1.2.2.

  • You have modified the 11.1.2.1 application's dimensionality and artifacts for a custom implementation.

  1. If you have modified any artifact (for example, forms, reports, and business rules) and if you did not save them in the predefined Release 11.1.2.1 test application, then create a copy of the artifacts that you previously modified (for example, using Save As functionality). This ensures that you have a copy of all artifacts. If you changed artifacts that you copied, the artifacts are not overwritten.

  2. Migrating Dimensional Metadata.

  3. Migrating Business Rules.

  4. Migrating Forms, Menus, Reports, and Task Lists.

  5. Migrating Smart List Metadata.

  6. Reinstate the artifacts that you copied in Step 1 to restore your changes.

    Caution!

    If you want to keep the changes from the predefined application for artifacts that were brought into the 11.1.2.1 test application, then skip this step for those artifacts; alternately, you can merge your changes as you deem necessary.

Migrating Dimensional Metadata

The following procedure applies only to applications that use Planning application administration (formerly called Classic application administration). If you created your applications in Performance Management Architect, you must apply similar changes in Performance Management Architect, and then redeploy the application.

To migrate dimensional metadata:

  1. Log on to EPM Workspace as an administrator, and then open the 11.1.2.1 test application.

  2. Select Administration, then Manage, and then Dimensions.

  3. Select the Account dimension, and then:

    1. For the Option Value and Override Option Value members, set the Data Type to Currency and the Exchange Rate Type to Average.

    2. For the Account Segment and Account Segment Description members, add a UDA called Natural_Account.

  4. If the 11.1.2.1 application uses the Position and Employee budget detail:

    1. In the Account dimension, select Edit for the Available FTE member, select the Member Formula tab, and then copy the member formula from the 11.1.2.2 application.

    2. Add a member called Replacement FTE as a child member under Total FTE with:

      • The Source Plan Type set to HCP

      • The Data Storage set to Store

      • For the HCP plan type, change the consolidation operator to Ignore.

    3. Copy the member formula for the Approved FTE member from the 11.1.2.2 application, replacing that member formula for the Approved FTE member in the 11.1.2.1 application.

  5. If the 11.1.2.1 application uses the Position and Employee budget detail or the Employee budget detail:

    1. Select the Employee dimension.

    2. Select the Total Employees member, and then click Edit.

    3. Change the Data Storage property to Never Share.

    4. Select the Member Formula tab, and then delete the member formula.

  6. If the 11.1.2.1 application uses the Employee budget detail:

    1. Select the Account dimension.

    2. Select the Assigned FTE member, and then change the Data Storage property from Dynamic Calc to Store.

    3. For the HCP plan type, change the consolidation operator to Ignore.

    4. Select the Member Formula tab, and then delete the member formula.

  7. Select Application, and then select Refresh Database.

Migrating Business Rules

To migrate business rules:

  1. Log on to EPM Workspace.

  2. Select Administer, and then Calculation Manager.

  3. Expand Planning.

  4. From the list of applications, select the 11.1.2.1 test application.

  5. Make and maintain a copy of business rules that you may have modified, such as those used in General Ledger allocations.

  6. Right-click the 11.1.2.1 test application, and then select Load Predefined Rules.

  7. Right-click the 11.1.2.1 test application again, and then select Deploy.

Migrating Forms, Menus, Reports, and Task Lists

To migrate forms, menus, reports, and task lists:

  1. Satisfy the requirements.

    See Prerequisites.

  2. Migrate composite forms, menus, task lists, forms, data load settings, and user variables from the 11.1.2.2 application to the 11.1.2.1 test application:

    1. Log on to Shared Services Console as an administrator.

    2. Expand Application Groups, and then select the new 11.1.2.2 application.

    3. Expand Configuration, and then select Data Load Settings and User Variables.

    4. Expand Global Artifacts, and then select:

      • Composite forms

      • Custom menus

      • Task lists

    5. Expand Plan Type, expand HCP, and then select Data Forms.

    6. Select Export, and then export the artifacts to the file system by giving the appropriate folder name.

    7. Import the exported 11.1.2.2 application data set (that you performed in Step 2 f) into the 11.1.2.1 test application.

  3. Export the reports from 11.1.2.2 application:

    1. Log on to EPM Workspace as a Financial Reporting administrator.

    2. Click Explore.

    3. Navigate to the 11.1.2.2 application.

    4. Select Human Capital Planning.

    5. Select File, and then Export.

    6. Export all the reports into a .zip file.

  4. Import the reports into the 11.1.2.1 test application:

    1. Log on to EPM Workspace as a Financial Reporting administrator.

    2. Under the 11.1.2.1 application folder, select the Human Capital Planning folder.

    3. To preserve reports you changed, rename the reports.

    4. Select File, then Import, and then Financial Reporting Documents.

    5. Import the reports you exported to a .zip file, overwriting the existing reports.

    6. After importing all reports, to map the reports to 11.1.2.1 test application data source, select Tools, then Change Database Connection, then select the reports, click OK, and then select the new database connection name.

Migrating Smart List Metadata

The following procedure applies to applications that use Planning application administration (formerly called Classic application administration). If you use Performance Management Architect to manage applications, refer to the to migrate Smart Lists from the 11.1.2.2 Performance Management Architect application to the 11.1.2.1 test application, and then redeploy the application from Performance Management Architect to Planning.

You must migrate these Smart Lists, using the following procedure:

  • Employee_Status (only for Position and Employee budget detail applications)

  • Employee_Type (only for Position and Employee budget detail applications)

  • Operation_Status

  • Period List

  • Position_Status

To migrate Smart Lists:

  1. On the 11.1.2.2 test environment, log on to Shared Services Console as an administrator.

  2. Expand Application Groups, and then select the new 11.1.2.2 application in the 11.1.2.2 test environment.

  3. Select Application, then Global Artifacts, then Smart Lists, and select the Smart Lists listed above.

  4. Click Export, and then export the artifacts to the file system by giving the appropriate folder name.

  5. Import the exported 11.1.2.2 application's Smart Lists data set (that you exported in Step 4) into the 11.1.2.1 test application.

Post Migration Tasks

After migrating data, perform these tasks:

  1. Log on to the Public Sector Planning and Budgeting 11.1.2.1 test application to confirm that the migrated task lists, forms, and custom menus display.

    See to verify that the changes are present in the 11.1.2.1 test application.

  2. Select Administration, then Application, and then Refresh Database.

  3. Select Database, select Update custom-defined functions, and then click Refresh.

  4. To accommodate any data changes:

    • To recalculate compensation budgets, for every combination of scenario and version where you have data, recalculate compensation budgets for Total Entity.

    • For every combination of scenario and version where you have data, allocate modified compensation expenses to General Ledger accounts for Total Entity, All Positions, and Total Employees. Use the mapping reporting application functionality to push the newly allocated data to the Line Budget cube.

  5. After validating the data in the 11.1.2.1 test application, repeat the procedures above to migrate metadata and data from the 11.1.2.1 test application in the test environment to the application in production.

Defects Fixed in this Release

If you have Release 11.1.2.0 or 11.1.2.1, use the Defects Fixed Finder to review the list of defects fixed between those releases and Release 11.1.2.2. See https://support.oracle.com/oip/faces/secure/km/DocumentDisplay.jspx?id=1292603.1

  • 13347227 -- You cannot change the default value of a runtime prompt if the Use Last Entered Value option is enabled.

  • 13090311 -- The number of characters in member formulas that you could pass from Performance Management Architect to Planning is too limited.

  • 12917030 -- Groups that you provision and assign as reviewers to planning unit hierarchies are removed as reviewers and cannot access the planning unit hierarchies if the group name contains spaces.

  • 12901689 -- Forms do no update the correct cells if the right-click Sort option is selected.

  • 12880311 -- If you have a form containing a member with a member formula, associate more than two validation rules with the form with the option to not promote, the following occurs if more than one rule fails during an approve or promote process:

    • The Entity member in the Manage Approvals page shows as failed, instead of failed with invalid data

    • The corresponding link does not display the appropriate task lists and links

  • 12699157 -- The integer number of a percentage value disappears when you move to a cell that has a percentage less than 1. For example if you move from a cell with a value of 0.9225% to another cell, the value displays as .9225%.

  • 12698914 -- You cannot modify row height after scrolling forms.

  • 12693735 -- You cannot define different login levels. This issue has been resolved with the new MaintenanceMode.cmd that allows you to enable applications for all users, administrator, or owner log ons.

  • 13693450 -- A more helpful message is displayed if you click the Add Child icon to add an attribute value without selecting the attribute dimension.

  • 12669697 -- On French locales, these form validation options incorrectly displayed in English:

    • Validate only for users with access to this form

    • Validate only for pages with existing blocks

    • Validate only for cells and pages the user has access to

  • 12614120 -- You cannot spread data from a summary to a base time period if an Account dimension member has these properties:

    • Time BalanceAverage

    • Missing and ZerosSkip

      For example, assume a form uses the Account member in Row layout and has IDescendants of YearTotal as time period in column layout. When data is entered into Q1 cell, the data is not spread to JAN, FEB & MAR, and the base time period cells are blank.

  • 12396384 -- On forms, a gap displays between row headers and cells in grids if the vertical scroll bar is at the bottom of the grid.

  • 12392032 -- You may experience decreased performance when access web applications and scrolling to the start and end of forms.

  • 11700639 -- If you are creating a Oracle Hyperion Workforce Planning, Oracle Hyperion Capital Asset Planning, or Public Sector Planning and Budgeting Performance Management Architect or Classic application, the application creation may fail and you may receive the error message, "Content is not allowed in Prolog." To prevent this, before you create the application, navigate to Calculation Managerand expand or refresh the Planning application node.

  • 10625731 -- These roles are not translated in the Shared Services Console:

    • Approvals Administrator

    • Approvals Supervisor

    • Approvals Process Designer

    • Approval Ownership Assigner

    • Ad Hoc Grid Creator

    • Add Hoc User

  • 10358200 -- If a formula column exists in a form, selecting the Suppress Missing option does not hide rows that do not contain data.

  • 10269514 -- Unless you set Zoom to 100%, member rows and data rows become unsynchronized.

  • 10266808 -- If a form exceeds the available page width, resizing columns causes unexpected behavior.

  • 10266804, 10181605 -- On forms, supporting details are disordered and incorrect results may display after you add new rows.

  • 10077500 -- You cannot assign a group as the reviewer of a planning unit.

  • 10032249 -- If you use a Planning data source for reporting, columns on forms may display out of order if you have two dimensions, for which you have access permissions to only one, in the row position. For example, if the account and segment dimensions are in a row, selections for account are descendants of x, and selections for Segment are a specific member then the Segment column precedes Account if you have limited access and can access only one member of account's selection.

  • 9955700 -- If you have an empty application, and import attributes or members that have aliases in a table other than “Default”, the import fails.

  • 9443874 -- If you are on a Turkish locale, set the Web Browser language to Turkish, but do not use Turkish characters in application names. Doing so causes currency conversions to fail.

  • 9372562 -- You must access Planning and the online help from EPM Workspace and, if you launch Planning without using Oracle HTTP Server, you cannot view online help.

  • 9054504 -- When you edit values in a form cell, press Enter or Tab, or click another form cell to keep the new value (note that this action does not save the new value to the database). Pressing any other key may delete the new value from the form display and replace it with the old value.

  • 9020384 -- The message “The Accessibility Mode preference has been changed. Logout and restart the browser for this change to take effect” is displayed the first time users modify user variables. Ignore this message; no error has occurred.

  • 8911320 -- In form rows or columns, if you use the ISiblings() function to select a dimension that is selected as a user variable, the selected member is not displayed in the form. This can occur, for example, if you create a user variable for a dimension, select the variable in preferences, create a form, and then use the ISiblings function to select the user variable for a row or column. When you open the form, the siblings of the selected member are not displayed.

  • 8735071 -- When Dynamic Time Series (DTS) members are available, selecting period members in forms causes an error.

  • 8561442 -- Deleting a member that is the first member in a started planning unit hierarchy causes Planning to stop responding when the database is refreshed. To avoid this issue, move the first member of the hierarchy to a different place in the hierarchy, or stop the planning unit.

  • 8556659 -- Shared Account members do not inherit the Data Type of their base members on forms.

  • 8292737 -- If you use Planning in a locale other than English and use the Outline Load utility to load a date value into a Date account, the system may display the message “Incorrect format.” Although the date value is not loaded, the utility continues to load other data values. If this occurs, you must enter the date values manually in the Planning form.

  • 7418009 -- If a form contains asymmetric rows or columns, and you use one or more substitution variables exclusively in the asymmetric portion of the form, the substitution variable(s) do not display in a report.

The following are the noteworthy known issues in this release:

Recommended Configuration for Optimizing Performance

This release includes a large number of user interface enhancements, as described in . To optimize performance with these new features, you must implement the following recommended configuration.

The new, improved Planning user interface requires efficient browsers to handle interactivity provided through Web 2.0 like functionality. In our testing, Internet Explorer 7, Internet Explorer 8, and Firefox 3.x are not sufficient to handle such interactivity, and the responsiveness in these versions of browsers is not as fast as the user interface in the previous releases of Planning. For this reason, we strongly recommend that you upgrade your browser to Internet Explorer 9 or Firefox 10 to get responsiveness similar to what you experienced in previous releases. In some instances, the response times in Internet Explorer 7, Internet Explorer 8 and Firefox 3.x could be acceptable. Hence, we suggest that you uptake the new user interface only after you conduct an end user response test and you are satisfied with the results of these tests for these version of browsers. Please note that it is still possible to leverage the old user interface and features from Planning Release 11.1.2.1. For more information, see “Using the Planning Release 11.1.2.1 User Interface and Features” in the .

Server

  • 64-bit

  • 16 GB physical RAM

Client

  • Optimized for Internet Explorer 9 and Firefox 10 or higher

Client-to-Server Connectivity

  • High-speed internet connection or VPN connection between client and server

  • Client-to-server Ping time < 150 milliseconds for best performance

Planning Administration

  • 13889832 -- The current Planning ADF ODL log level NOTIFICATION:32 is impacting Planning user interface performance and needs to be changed to WARNING:1. Also the CSS/Registry ODL log levels need to be changed to WARNING:1 from NOTIFICATION:32 to help overall Planning performance. For a workaround, see .

  • 13857734 -- For accounts where Time Balance is set to Fill, if a child value changes, the default aggregation logic is not applying up to its parent until the child value is changed again.

  • 13729396 -- Planning cannot validate values for the member range or cross-dimension variables if two applications do not use the same dimensions.

  • 13620563 -- You cannot copy data when using the HSP_Nolink UDA.

  • 13456856 -- You cannot define default user preferences after creating an application based on the sample application provided.

  • 13447083 -- The Map Reporting Application feature attempts to map the Smart List label with the member name from the reporting cube. If the label does not match, then it tries to match it with the Smart List name field with the member name from the reporting cube to load the data. No IDs are used. The Smart List definition has three columns, ID, Name, and Label and the Map Reporting Application feature uses Label/Name for comparison. This is by design. So we require the label to be the same as the member name. If, for some reason, they cannot match, then you must load the Smart List with the Name column the same as the member name.

  • 13423598 -- If you provision a user in a Planning application through a group, select group administration for audit reporting, and later the user is removed from the group, an entry describing the removal is not logged in HSP_AUDIT_RECORDS.

  • 12805731 -- Messages that you send using the Broadcast Message feature may not consistently display on other pages.

  • 12363328 -- Whenever Planning metadata changes, you must restart the Reporting server to reflect the metadata change in Oracle Hyperion Financial Reporting.

  • 12318933 -- When using Outline Load Utility to load dimensions containing spaces, the dimension name parameter on the command line should be enclosed in quotation marks.

  • 9787036 -- The OutlineLoad utility does not ignore line breaks in member formulas. Because the utility interprets every line as a separate member, the outline load fails if the .CSV input file contains member formulas with line breaks.

  • 8603489 -- If you change user preferences in EPM Workspace and then select one of the modified users as a user variable in a form, the following error displays:

    An Error occurred while processing this page. Check the log for details.

  • 7435804 -- When you run the OutlineLoad utility, the application name parameter is case-sensitive.

  • 7420574 -- When running Planning on a UNIX system, rename the output file from the ExportSecurity utility to Secfile.txt before running the ImportSecurity utility.

  • If you open Planning Preferences from the Home page, you get an error. Workaround: Open the application from the menu (for example, select Navigate and then Applications).

  • 7225626 -- If you add a driver member using Administration, then Data Load Administration, you cannot subsequently delete that member. To work around this, delete the driver member from the list of selected members in the Data Load Administration window.

Public Sector Planning and Budgeting

  • 13982781 -- For decision package-enabled budget requests, gross earnings and taxable compensation may calculate incompletely on Edit Employee Details. To resolve this issue, calculate compensation budgets from My Task Lists.

  • 13903501 -- For Employee Only decision package-enabled budget requests, total taxes may calculate incorrectly or not display.

  • 13899540 -- For decision package- and business rule-enabled Public Sector Planning and Budgeting applications, Annual Salary Spread Workdays or Paydays is not working as expected.

  • 13877081 -- Increment to Next Step does not increment the steps when incrementing is based on the adjustment date in a decision package-enabled application.

  • 13867956 -- Other Compensation Annual Pay amount for the 1st period is not reduced if FTE reduction occurs after the 1st period, resulting in overstatement for these elements, and taxes and total compensation expense for the position.

  • 13866265 -- Annotations added during decision package approvals are not being saved. Workaround: Use the Notes and Attachments feature for the decision package to capture any review comments.

  • 13856610 -- When managing default compensation and there are multiple compensation elements per category, only the default compensation that is last in the list for each category is added to a new position.

  • 13855699 -- On forms attached to budget requests in decision package-enabled Public Sector Planning and Budgeting applications, when you save a value in any of the composite tabular data forms, after save focus will come out of that form to first tab form.

    On forms attached to budget requests in decision package-enabled Public Sector Planning and Budgeting applications, when you save a value in edit mode in a data cell without tabbing away from that cell, the value does not get saved even though the message says that the save was successful.

  • 13846249 -- Commitment control integration delivers real-time budget checking against the rules defined in PeopleSoft Commitment Control through a web service call that is initiated when the end user clicks the Budget Check button in the decision package detail grid. If two users launch commitment control funds checking at the same time, a table locking error occurs in the PeopleSoft budget checking process. Oracle Hyperion Financial Data Quality Management ERP Integration Adapter for Oracle Applications currently delivers one write-back rule, which is used by the commitment control validation process. This conflict is caused by the two user processes being treated as one process instance through ERP Integrator as though one user were launching multiple concurrent processes. Workaround: Define a separate Oracle Hyperion Financial Data Quality Management ERP Integration Adapter for Oracle Applications write-back rule for each entity that will be performing the commitment control validations through Public Sector Planning and Budgeting.

  • 13732681 -- Decision Package Types do not support composite forms.

  • 13711165 -- For Decision Package Type Compensation Expenses, when you repeatedly change the POV year in Manage Request Position-Employee Assignments, performance issues occur and error messages are displayed.

  • 13708903 -- In a decision package-enabled application, although the Terminate Employee business rule launched from Employee Master Data completes successfully, neither the Terminate Date is not displayed on the Employee Master Data form, nor is the employee status set to Inactive. Terminate Employee should be launched only from Employee Assignments forms with the Budget Request in which the Employee is assigned.

  • 13708171 -- Although the budget request name should automatically display, it does not, and you must select its corresponding member in the Request dimension when creating a budget request in which you are adding new positions and defining their compensation.

  • 13644320 -- If you rename the Request dimension, when using Lifecycle Management, a second Request dimension is created if you export a decision package-enabled application and then try to import the application. Workaround: Do not rename the Request dimension.

  • 13491643 -- When you launch a business rule by right-clicking in a form, you must select the budget request member by selecting a Dynamic User Variable. Instead, the budget request member name should display.

  • 13424373 -- The Public Sector Planning and Budgeting Map Reporting Application definition is lost when you refresh data.

  • 12978010 -- You cannot delete or clear a value that you specify for Budget Set on the Salary Grade Details form.

Project Financial Planning

  • In a basic Oracle Project Financial Planning application, the Asset Detail dimension includes a member called Office Building under Existing Lease. You can remove this member if it is not needed.

  • When adding equipment to a project, regardless of the project type, the resulting message reads Add Asset Assignment-Contract was successful. The message should be more generic and not specify a project type.

  • 13869509 -- In the sample Project Financial Planning application, if you submit a plan for approval while logged in as an asset manager, an error occurs. This error does not occur in a basic Project Financial Planning application. Workaround: This error occurs because the scenario associated with the Submit Plan for Approval task is blank. Edit the Submit Plan for Approval task and select a scenario under Task Type Properties.

  • 13848558 -- Non-owning (service provider) entities should not be allowed to reconcile a project, however, Project Financial Planning allows them to do so. The workaround is to remove the Reconcile Project rule launch access for non-owner users so that they cannot run the rule.

  • 13732128 -- When viewing the 4.10 Review Construction in Progress (CIP) Assets form in Project Financial Planning, you must make at least one dimension visible on the row header or none of the data will display on the form.

  • 13626807 -- When adding an “Other” Contract project in Project Financial Planning, the validation message you see if you select an option other than Monthly for revenue recognition is in English only.

  • 13582084 -- In Project Financial Planning, you cannot charge the costs from internal Contract projects to Capital or Indirect projects. Intercompany functionality is supported for Cost Plus Contract projects where the Revenue Cash Flow Incidence is set to Same Month. For intercompany revenue calculations where the organization is a service provider, the Cost Plus margin must be explicitly marked as 0% for cost-based settlements and greater than 0% for cost plus-based settlements.

  • 13566568 -- When viewing the Review Project KPIs composite form for existing projects in Project Financial Planning, do not select to view the KPIs at the “No Project” level.

  • 13537481 -- Project Financial Planning requires that you roll up a Capital project after you cancel funding requests if there are subprojects. This will ensure that the data is correct at the parent level.

  • 13456856 -- When creating sample projects in Project Financial Planning, default user preferences are not set during application creation.

  • 13401335 -- In Project Financial Planning, intercompany expenses are not automatically converted into the local currency of their owning entities.

  • 12807571 -- If you import projects into Oracle Project Financial Planning and use Microsoft Excel to edit the .CSV files used, dates are saved in mm/dd/yyyy format, which causes import errors. To resolve this issue, modify dates so that they are in mm-dd-yyyy format, and then re-import.

Capital Asset Planning

  • 11928689 -- You receive deployment errors after deploying a Capital Asset Planning application that you create in EPM Workspace if you modified the default plan type name.

Exchange Rate Tables

  • 9194390 -- If an Exchange Rate Table contains only values for Beginning Balance (Beg Bal) and Historical rates, those values are not refreshed to Essbase when Planning is refreshed. Workaround: Enter an Average or Ending rate and then save the table.

  • 7441962 -- When entering information in the exchange rate table, you must enter only numeric values, even if you set the separator options in the Currency dimension. The Currency dimension properties do not apply to exchange rate table entries.

Forms, General

  • Planning forms that were customized using ValidateData.js and its helper JavaScripts will not work with the Planning Release 11.1.2.2’s new ADF-based user interface. Customized forms will continue to work, however, with the classic user interface in Planning releases prior to Release 11.1.2.2.

  • 13879269 -- Ad hoc grids are not launched in a separate Analyze tab if they are created from forms that were opened by selecting the Launch Tasklist Wizard icon.

  • 13868374 -- An ad hoc grid cannot be deleted or moved if using a different Web browser than the browser in which it was created or invoked.

  • 13852525 -- You cannot modify cells in an ad hoc grid until the grid is refreshed by selecting Refresh.

  • 13830589 -- The Drill Through command on a form's Edit menu does not work. Select the drill-through icon that is displayed above and to the right of the cell instead.

  • 13830429 -- The Apply to all selected cells option does not work correctly when attaching documents to a range of cells in a form. You will only see the attachment in the first cell selected.

  • 13790557 -- Deleting All Years when it is used in a form moves All Years to Year Parent.

  • 13788883 -- Member names that have a member range type variable and that contain spaces must be enclosed in quotation marks (" ") when selecting the member from the member selector.

  • 13728452 -- If multiple business rules are set to launch when a form is saved, you must use a ruleset to run the business rules one at a time or inconsistent data may result.

  • 13722188 -- When entering a form cell that is in an editable mode, you must first click within the cell before using Shift + End to clear it. You cannot double-click within a cell to fully select it before clearing it nor can you move from one cell to another if cells have existing values in them.

  • 13709850 -- For forms that contain substitution variables with the Reuse existing substitution variables selected in the Rolling Forecast Setup dialog box, if the period and year selected are different from the year and period set in substitution variables, the values are set to the original year and period. A message should be displayed to notify you that the existing year and period values will be used.

  • 13694078 -- When you modify a composite form, for example, by splitting one of the sections, after you open the form, the modified section is not displayed. If you reload the form, it is displayed as expected.

  • 13641505 -- The Mass Allocate function does not work in forms if you enter data on non-level 0 dimension member combinations (accounts and entities).

  • 13595884 -- When there are multiple segments on a row, you cannot Expand and Collapse inner members.

  • 13561653 -- If you launch a rule from a task list by right-clicking, the rule launches successfully but the prompt is always displayed in a runtime prompt window.

  • 13559512 -- In multi currency applications, the HspCRtB calc script contains incorrectly named UDA members. For example, NoRate should be displayed as No Rate.

  • 13500659 -- Member names rather than aliases sometimes display on forms.

  • 13465212 -- To enter data in forms, you must click in cells twice (or press F2), which enables data entry. Pressing Tab, Shift+Tab, Enter, or Shift+Enter puts the focus in the next or previous cell or row, respectively. When focus is in a cell, data in the cell is selected, and if you enter data directly, the earlier data is overwritten. To append data to an existing value, press the End key, which puts the focus at the end of the field.

    Also, sometimes the page selector icon is not visible. To work around this, you can resize the column width or row height. You could also increase the size of the cell in the form definition.

  • 13399999 -- The hide dimension functionality does not work correctly. Specifically, point of view dimensions that you hide and then export may not display in Microsoft Excel.

  • 13387333 -- When a form has attribute dimensions defined in a row, the order of dimensions in the row may be incorrect when users open the form.

  • 13371008 -- You cannot view all the dimensions to which you have access in Ad Hoc Analysis.

  • 13335823 -- The Planning service and server become unresponsive if you have forms containing rows or columns with formulas containing either:

    • A circular reference (for example, a row formula referencing a column which in turn has a formula that references a row)

    • The Percentoftotal function

      To resolve this issue, ensure that you have the following Java components in order to use the -XX:+CheckStacks command-line option that will resolve this issue:

    • C:\Oracle\Middleware\jrockit_160_29\bin>java -version java version "1.6.0_29" Java(TM) SE Runtime Environment (build 1.6.0_29-b11)

    • Oracle JRockit(R) (build R28.2.0-79-146777-1.6.0_29-20111005-1808-windows-ia32, compiled mode)

  • 13335670 -- If you enter text in a cell that exceeds the size of the column that contains the cell and save, you are notified that the data was saved, although it was not.

  • 13321947 -- If you have multiple members on row or column segments on the Layout tab, and select the Place selection in separate rows option, you may notice the following:

    • The wrong members may be selected for the segments. For example, if mem1 and mem2 exist on a row segment, mem1 is not selected for segment1, and mem2 is not selected for segment2.

    • The designer grid is not refreshed.

      To resolve this issue, leave the Layout tab and refresh the grid designer to view the updated segments.

  • 13243480 -- Mouse-over functionality does not work correctly for cells that have validation messages.

  • 13065602 -- After you export them, forms that are associated with multiple business rules relating to two different databases only contain one business rules related to one of the databases.

  • 12997413 -- Selecting Tools, and then Export to Excel may generate an empty Microsoft Excel workbook that contains only column headers.

  • 12991887 -- Formatting you apply to cell text does not display after you save.

  • 12983926 -- You receive the following error, The data cannot be pasted because it extends past the edge of the grid, and cannot paste copied data on forms as expected.

  • 12981586 -- You cannot suppress rows containing zero values as expected, and can only suppress these rows if you clear the No Data/Missing option.

  • 12970526 -- If you specify a formula title as a column head and set the column setting to display a member alias, the formula title incorrectly displays the dimension alias.

  • 12907698 -- In applications with 53 weeks as their base time period, you receive, after entering data on forms with asymmetric columns, a save error, and the underlying Essbase applications may become unresponsive and restart.

  • 12866959 -- To enter data in the first cell on a form, you must double-click or press F2. To enter data in the rest of the cells use the TAB key.

  • 12744219 -- Suppress Rows behaves differently within Planning and Essbase.

  • 12712860 -- For forms driven by an Entity member selection from the Page drop-down list, when the form is initially loaded, formula rows work as expected. However, when a different Entity member is selected from the Page drop-down list, an error occurs for the formula row.

  • 12674726 -- In some cases, a currency conversion script cannot be created, and the following error displays: "An error occurred while processing this page. Check the log for details," although currency conversion still works for other Planning applications. To work around this, you can create a new Planning application without aliases for time-period members, and then deploy and load the aliases for those members.

  • 12632935 -- Exported Microsoft Excel files do not suppress hierarchy.

  • 12550717 -- Currency calculation scripts may not perform rollup calculations on forms correctly if you open the forms in Oracle Hyperion Smart View for Office, enter data at a child level, and run the scripts to calculate the form.

  • 12422049 -- Members of data type Text display without leading zeros.

  • 11913476 -- Multi-line text that you initially enter in text data cells displays as one line of text if you edit the text in the cell.

  • 10324616 -- Formulas that reference a segment that is moved up, moved down, or deleted may not get updated to reflect the updated segment positions, especially if the segment is used as a part of a range (for example, sum([1:3])). You must manually update the formulas to correctly reflect the changed segment positions or deletions.

  • 10298120 -- The Round function results are incorrect if rounding to more than 9 decimals.

  • 10226960 -- You cannot open a form that includes Dynamic Time Series (DTS) members and has the Suppress Missing Blocks option selected.

  • 9945942 -- Undesired behavior occurs when using the Lock/Unlock Cells option during data spread. For example, read-only data for months before a Start Period is adjusted and Year Total is locked.

  • 9734723 -- Using the Suppress missing blocks setting with Dynamic Calc in forms is not supported.

  • 9654763 -- When printing a form to a PDF file, the columns are displaying as unformatted - the column width is too small for the name of the member to get displayed. Workarounds: Select File, then Spreadsheet Export and use the formatting options in Excel to resize the fonts and columns. Or use Smart View from within Excel to open and then print the form.

  • 9328504 -- Click within a form cell and select the drill through icon to display source data. Using the Drill Through option in the Edit menu can cause Web browser problems.

  • 9284400 -- Using the ampersand character (&) in form names can cause issues.

  • 9223718 -- When the Hide dimension property is set for two form dimensions, the form does not open, and the Web browser stops responding.

  • 9094156 -- If Dynamic Time Series (DTS) members are used in the Page or POV axis, when the form is refreshed, selections on the Page or POV axis before the refresh do not persist.

  • 8862285 -- Using Find from the browser Edit menu to locate a form member displays the specified member. However, the member value displayed may be incorrect due to grid display problems.

  • 8636593 -- Problems with submitting data, refreshing data, or running business rules may occur if users work with more than one form simultaneously.

  • 8620404 -- Dynamic Calc members are not displayed correctly in forms when the Suppress Missing Blocks property is set.

  • 8579404 -- Hiding multiple dimensions on forms may cause Microsoft Internet Explorer to stop responding.

  • 8309383 -- In multicurrency application forms, you cannot copy a value from a cell formatted for a thousands separator other than None to a cell with a thousands separator set to None.

  • 7626059 -- When data of type Text is deleted from forms, it is not deleted from the Essbase database.

Forms, Composite

  • 13855699 -- In a composite form, if you enter a data value in the top grid and then click the lower grid and click Save, the message says the save was successful but the data value is not saved.

  • 13694078 -- Refreshing composite forms that you modified does not display the latest updates to the forms if you are in runtime mode.

  • 13385559 -- On composite forms, even if you select the Use Members on Form option, runtime prompts do not reference the member value on the form.

  • 9900514 -- The Use Members on Form and Hide Prompt options for business rules attached to composite forms apply only to runtime prompt values from the globally shared pages and POVs of a composite form. They only use members that are shared across all component forms. If you want a business rule to take context from a single component form, you can attach the business rule to that component form and include the business rules for that component form at the composite form level.

  • 9497802 -- Resizing your Web browser display may cause problems with composite form display. To resolve the problem, close the composite form, and then reopen it.

  • 9047894, 8220537 -- When exporting a composite form to Microsoft Excel, only the first simple form in the composite form is exported.

Business Rules

  • 13590912 -- When migrating business rules to Calculation Manager, you must first upgrade Essbase to Release 11.1.2.2, and then upgrade Planning to Release 11.1.2.2. This ensures that substitution variables are upgraded correctly.

  • 13567127 -- Business rules attached to composite forms are lost if you move the forms to another folder.

  • 13563611 -- In applications using Calculation Manager as the calculation engine, you receive a null error message after creating two rules and a sequence in Calculation Manager, deploying to Planning and then executing the sequence for the rules using CalcMgrCmdLineLauncher.cmd.

  • 13371002 -- If a user in a sequence is using rules with runtime prompts from another application, upon sequence launch and invoking the member selector, the user might not see the members. In other words, the member selector might be empty. Workaround: Enter member values for the runtime prompts manually and then launch the sequence.

  • 13341912 -- Although the business rules run successfully and perform correct calculations, you may receive an error while trying to validate business rules that you create in Calculation Manager that contains the @ATTRIBUTE function.

  • 10150284 -- You cannot enter numbers with decimals at runtime.

  • 9964318 -- If you create two business rules in Oracle Hyperion Calculation Manager, and the names of the rules use the same wording with different spacing, such as Rule 1 and Rule 1, the spacing is not retained within Planning, and the rules are displayed with the same name. In the database, the rule names are displayed correctly.

  • 9438498 -- When a ruleset has a business rule from a target application that differs from the current application, the member selector does not recognize the limits set on the runtime prompt.

  • 8835089 -- Hide Prompt does not work with business rules that have unused local variables. For example, this can occur for a business rule that includes a global variable and a local variable that are used in the source code for a Planning location. If you edit the business rule in Essbase Administration Services to remove the source code reference to the local variable without deleting the variable from the business rule, users are prompted to make a selection for both variables when they open the form and save data. To work around this, ensure that any unused local variables are removed from business rules.

  • 8672459 -- Business rules that include runtime prompts defined using a member relationship function may not return all available members in the member selection dialog if more than 100 members qualify.

  • 8628003 -- Business rules using the UDA function pass Performance Management Architect validation but fail Planning validation. However, when the business rule is associated with a form, it launches successfully.

  • 8585767 -- If you create a composite form from an existing composite form using Save As and move the new form to a different form folder, the business rules defined for the original composite form may not be transferred to the new form.

  • 7485452 -- When multiple business rules with one or more runtime prompts are assigned to a form with Run on Save selected, an error may occur when the business rules are launched. To avoid this problem, do not assign multiple rules with runtime prompts to forms with Run on Save selected.

Sorting and Filtering

  • 13107612 -- Selecting Sort then Honor Hierarchy to sort data on forms does not sort using the dimension hierarchy.

  • 13052075, 13446110, 12805724, 12357808 -- You cannot sort as expected in the Job Console. For example, you cannot sort all jobs if the list spans multiple pages.

  • 12981201 -- You cannot correctly sort by start time and end time on the Job Console page.

Selecting Members

  • 13724899 -- When working with multiple dimensions in the member selector and switching back and forth between dimensions, the expand and collapse states of individual member nodes are not preserved.

  • 13600650 -- When selecting members, there are issues with selecting multiple members at one time.

Data Validation

  • 13771704 -- The link to the data validation report task list does not work in stand-alone Planning. You must use Planning in a EPM Workspace environment to view validation reports.

  • 11667701 -- When you change a dynamic user variable, the updated variable may not display in the POV and Page when viewed from the planning unit validate task list. To resolve this issue, open the validation report to see the changed value.

Approvals / Planning Units

  • 13867527 -- In Manage Approvals, clicking an action link for a planning unit node with a secondary dimension causes an error. Workaround: Use the Change Status button to modify the state of these planning units. (Note that the Change Status button is only available in Flat View.)

  • 13414768 -- Although only one email should be sent, an email notification is sent for each child of a business unit that you promote. For example, promoting a business unit that is owned by Bob and has 5 children sends 6 emails to Bob.

  • 13061307, 12833889 -- Approvals does not lock shared members, which enables users to enter data on forms for which shared “Scenario” or “Version” dimension members are part of the form definition.

  • 13037712 -- When using Approvals, if you change the status of a parent entity, the change record is stored in a different location than the records for other status changes you perform.

  • 12627247 -- In the current release, you cannot use HTML with annotations.

Security

  • 8633509 -- In forms that have a drill through icon, cells with Smart List drop-down lists display the icon, but a user is prevented from clicking on this icon.

  • 8553839 -- Sometimes the Performed On column in the Security Audit report displays Unknown instead of the server name or address.

Smart Lists

  • 8714045 -- If you define custom values for Smart List IDs, do not use zero as an ID. Using zero as an ID can result in missing data when the Smart List is saved to the Essbase database.

Task Lists

  • 13868533 -- If a Planner selects the Launch Tasklist Wizard icon before refreshing the screen, an error occurs.

  • 13624086 -- When opening a report from a task list, you must enter a user name and password in order to access the report. If the SSO token property is selected in the task properties, the following error is displayed: “An exception was thrown: HTTP request cannot be accepted because of secure parameter passed in the URL. Parameter name: 'sso_token'”.

  • 12802931 -- Task lists are not displaying in the correct order if Microsoft SQL Server is used as the repository.

  • 12745140 -- When you turn off task list email notification in Planning preferences, you continue to receive email notifications. To work around this, you can either set Job Console Notification to No or remove the email address from the Email Address field.

  • 8983629 -- If you expand a task in the task list, the task name field may display under the address bar, partially obscuring details shown in the Task List field.

  • 8460666 -- Planning checks the format of a task due date, but does not restrict the date specified. When administrators define task due dates, they must ensure that the dates specified for dependant tasks occur in the appropriate order. For example, if Task1 must be complete before Task2, set the due date for Task1 to a date earlier than the due date for Task2.

  • 8401031 -- URL entries for tasks are not converted to Web addresses.

  • 8350137 -- The PDF version of the task list report lists the tasks in a random order, rather than the order in the task list.

Offline Planning

  • 13717851 -- Offline Planning only supports 32-bit Microsoft Office and Smart View installations on a 64-bit operating system.

  • 13424834 -- With Offline Planning, shortcut menus for running business rules or navigating to other forms are not available from data cells. Select the row or column headers to access shortcut menus in offline mode.

  • 13397236 -- With Offline Planning, in some cases when all of the runtime prompts for a business rule cannot be filled from a form context, (for example, if one of the runtime prompts is from a row/column dimension), the other runtime prompt from the Page/POV may also not get prefilled from a form context.

  • 10410230 -- If a business rule is launched using the right-click menu on an offline form, the business rule displays hidden runtime prompts to users.

  • 10383127 -- Forms with user-created substitution variables or dynamic substitution members (dynamic POV) are not supported by Offline Planning.

  • 9440181 -- In a form for which Suppress Missing is selected, taking the form offline can make some read-only cells writable. Though the cells are displayed as writable in offline mode, on synch back the data will not be saved to read-only cells.

  • 7230774 -- Shared members do not display in the member selection page when you take a form offline. However, you can see the shared members when you view the form in Smart View.

Print and Print Preview

  • 13486845 -- In a print preview, supporting details and comments you specify for one cell may be incorrectly applied to other cells.

  • 13355141 -- When you use print preview, column header shifts to the left on forms and pages that contain multiple row headers.

  • 13064603 -- If you execute a report from a task list (using a URL and single sign on), you cannot export the report to PDF format. To view reports in PDF format and print them, run reports from EPM Workspace.

Smart View

  • 13737802 -- There are some behavioral differences between Planning Web and Smart View for runtime prompts. For example, if on a form a shortcut menu business rule is set to hide runtime prompts in Planning Web, but in Smart View, it will still show runtime prompts to users when launching the rules.

  • 13360539 -- You cannot launch composite forms from Planning Web to Smart View.

  • 13242100 -- In Smart View, data you enter in a Planning form and then try to submit immediately after running a business rule fails, and you receive a The pages on the data form have changed error.

  • 13110494 -- Although you set the Show Planning Unit As Aliases preferences in Planning to Yes, when you use Process Management in Smart View, and select the Member Selector filter, data is not filtered by both entity member and alias.

  • 13098284 -- The Suppress Zero option does not work as expected on forms that you open in Smart View. For example, if you have a form with columns calculated to add to groups of months, and you use the basic functionality for formula columns (such as. @ Sum([F],[I],[L],[O],[R],[U])), rows are suppressed correctly when these columns are not on the form when opened in Smart View. However, if you add the columns to the form they total to zero and rows are not suppressed.

  • 13024793 -- You receive a Planning Provider Error when submitting forms in Smart View after opening forms as .XLS files from your assigned task list.

  • 12976812 -- Although they should not be, user variables can be edited by unauthorized users in Smart View.

  • 12942979 -- Applications containing double byte characters, such as simplified Chinese, that you export to Microsoft Excel open as expected in Smart View, but Microsoft Excel does not open to display the exported data and you receive an exception.

  • 12941210 -- The decimal settings you define for forms in Planning are lost when you open the forms in Smart View.

  • 12903278 -- Essbase connections support wildcards in the POV member selector. However, wildcards are not similarly supported with a Planning connection to the same database.

  • 12344529 -- When using the Ad Hoc Designer in Smart View, dimensions are duplicated if you zoom in on them.

  • 11075506 -- When you open a form in Smart View, if a business rule is directly attached to a composite form that is set to Use Members on Data Form and Hide Prompt, the runtime prompt values are not picked up. Instead, the Runtime Prompt dialog box is displayed, and the user is prompted to enter a value.

  • 9690538 -- If a form name contains an ampersand character (&), the form cannot be opened in Smart View using the File menu's Open in Smart View menu option.

  • 9458442 -- If the Suppress missing data option is set for a form and shortcut menus do not display, edit the form and clear this option on the form Layout tab.

  • 9395874 -- Forms created from other forms using Save As are displayed as empty Microsoft Excel spreadsheets when you select Open in Smart View.

  • 9299556 -- In Smart View, if you launch a business rule that has a runtime prompt for a Smart List, if the Use Last Value option is not selected, the runtime prompt displays blank values, whereas in Planning Web, the runtime prompt displays the first value in the Smart List drop-down list.

  • 9263607 -- Custom attributes defined in Planning forms are not displaying in Smart View.

  • 9032377 -- When using ad hoc analysis in Planning through Smart View, audit information is not saved.

  • 8872764 -- Substitution variables and user variables are not supported in Smart View.

  • 6779540 -- When selecting members for runtime prompts in Smart View, shared members are not included in the list displayed.

  • 6769707 -- If users attempt to start Smart View from Microsoft Excel on a machine where Smart View is not installed, an error message should be displayed stating that Oracle Hyperion Smart View for Office is not installed.

Performance Management Architect

  • 12952611 -- The Show Usage feature does not search all database tables to try to find members that you want to delete in Performance Management Architect applications.

  • 12615983 -- Approvals auditing does not track secondary dimension members.

  • 12402565 -- The Performance Management Architect Data Synchronizer does not report an error when a member in the source file is invalid.

  • 9720515 -- You cannot deploy two different Performance Management Architect applications at the same time.

Lifecycle Management

  • 13543182 -- Using Lifecycle Management removes two pass calculation flags set on the Account dimension.

  • 13496114 -- If your Planning plan type or Essbase database name exceeds eight characters, you cannot select calculation scripts, rule files, and Essbase variables in Lifecycle Management for migration, or not all data and artifacts are migrated.

  • 13406410 -- After migrating using Lifecycle Management, the assignment of business rules, attached to a form, to the correct plan type is lost and must be manually resolved. For example, if business rules are assigned to a form associated with plan type 2, after migration the business rules are drawn from plan type 1.

  • 13403735 -- You cannot use Lifecycle Management to migrate empty form folders.

  • 13373739 -- When using Lifecycle Management to import large applications in which the Entity dimension has in excess of 150,000 members, you may experience out of memory errors.

  • 13355809 -- In an application with multiple plan types, when you export and then import a form using Lifecycle Management, a business rule becomes associated with the wrong plan type.

  • 10373894 -- After a Lifecycle Management migration, the Planning artifacts (for example, Business Rules, Custom Menus, and so on) are displaying in a different order on the destination environment than the order in which they were displayed on the source environment.

  • 10336614 -- After a Lifecycle Management migration, the task list order on the destination environment differs from that of the task list order on the source environment.

  • 10140764 -- After a Lifecycle Management migration, the directory order on the destination application differs from that of the directory order on the source application.

  • 10029734 -- After you import artifacts using Lifecycle Management, the sequence order of some artifacts may change from the source application.

  • 9463209 -- Some composite form artifacts for applications enabled for Performance Management Architect cannot be imported using Lifecycle Management because of cyclic dependency issues.

  • 8597432 -- If you use Lifecycle Management to export forms on which a dimension row is hidden, the hidden dimension is not visible in the generated XML file, but is visible in Planning if you import the file.

  • 7011878 -- ACLs that were removed in the source application are not being updated on the target environment

EPM Workspace

  • 13107303, 13041596 -- If you access Planning through EPM Workspace, links in notification emails that are sent when the status of a planning unit changes are links to Planning, instead of to EPM Workspace as expected.

  • 12611879 -- You cannot generate email notification URLs that point to the EPM Workspace server.

  • 9886144 -- Forms and folders are not consistently displaying in the left pane after logging into Planning using EPM Workspace.

  • 8629620 -- If you use an SSL Accelerator and access Planning from EPM Workspace, an HTTP call, instead of an HTTPS call is made.

Localization

  • 13615823 -- When selecting a non-English Planning application, an error occurs if you access Planning Preferences using the File menu. The workaround is to access Planning Preferences from the left pane instead when working with a localized Planning application.

  • 13513227 -- Chinese users cannot enter more than 28 double byte characters in form cells.

  • 13472940 -- The browser locale ZH-HK is not supported. To work around this, set the browser locale to English instead of Traditional Chinese.

  • 13463008 -- Japanese users may find that applications created in Oracle Hyperion EPM Architect cannot distinguish between double byte and single byte characters which cause name-related errors upon deployment to Planning. For example, assume two members test_A and test_B exist in the Entity dimension, the alias for test_A is TEST_1 in which 1 is double byte character, and the alias for test_B is TEST_1 in which 1 is single byte character. Deploying the application returns this error An alias with the name test_1 already exists.

  • 13376907, 13261459 --The Web browser language setting overrides the EPM Workspace locale setting. For example, if you set the Web browser to German, but set the EPM Workspace locale to English, Planning incorrectly displays in German.

  • 13256751 -- If you use Planning on a Russian locale and define the cell text limit using the MAX_CELL_TEXT_SIZE parameter, the cell text limit is not correctly calculated and applied.

  • 12914571 -- In SecFile.txt three question marks (???) display instead of Chinese characters after you run ExportSecurity.cmd to export a user or group you provisioned with access to a dimensional member.

  • 8970964 -- Planning does not support non-ASCII characters for passwords, such as Russian characters.

  • 7639511 -- Oracle recommends limiting planning unit annotations to 1200 characters or fewer in Japanese due to sporadic issues with longer planning unit annotations.

Web Browsers

  • 13803522 -- If the Planning Web browser language is set to certain languages such as English GB or English Australia and you choose a date value of February 29 using the Web browser's date picker, the date will not save correctly. The workaround is to use a non-UK English or a European Web browser language or type the date manually.

  • 13262428 -- The Web browser language setting overrides the EPM Workspace locale setting. For example, if you set the Web browser to German, but the EPM Workspace locale to English, Planning displays in German.

  • 13099546 -- With Microsoft Internet Explorer 9, the Planning application wizard may flicker. You can work around this by adding the URL to the list of trusted sites.

  • 12796204 -- Internet Explorer 9 users cannot choose to use Classic Planning in basic or advanced mode. Classic Planning does not support Internet Explorer 9.

  • 12360405 -- With Firefox, you cannot copy and paste data from Microsoft Excel into a Planning form.

  • 9265794 -- Sometimes selecting form cells with a mouse causes an error, and the following message is displayed.

    Warning: Unresponsive script

    A script on this page may be busy, or it may have stopped responding. You can stop the script now, or you can continue to see if the script will complete.

Public Sector Planning and Budgeting

If you use Public Sector Planning and Budgeting, see these important sections of the Readme:

Tips and Troubleshooting

  • When managing or updating data sources using the Planning Classic Application Wizard or the Planning Upgrade Wizard, the new values are not saved if the data sources cannot be validated. You must test the connections and fix any issues that are noted before you can save the new data source information. For validation information, see the

  • If you use Firefox 8.0 and see a blank web browser page when logging into Oracle Hyperion Enterprise Performance Management Workspace, perform these steps to acquire the required remote XUL addon:

    • Download and then add the add on from https://addons.mozilla.org/en-US/firefox/addon/remote-xul-manager/

    • In Firefox, select Tools, and then Webdriver and add these domains: idc.oracle.com, us.oracle.com, and hyperion.com

  • In decision package-enabled Public Sector Planning and Budgeting applications, do not rename the provided Request dimension in an exported the application. Doing so causes problems during imports and creates a second Request dimension.

  • Here is the workaround for the following Planning Known Issue:

    13889832 -- The current Planning ADF ODL log level NOTIFICATION:32 is impacting Planning user interface performance and needs to be changed to WARNING:1. Also the CSS/Registry ODL log levels need to be changed to WARNING:1 from NOTIFICATION:32 to help overall Planning performance.

    Workaround for 13889832:

    1. Open MIDDLEWARE_HOME\user_projects\domains\EPMSystem\config\fmwconfig\servers\Planning0\logging.xml.

    2. Locate the <logger> entry with the name "oracle.adf" and change the entry as follows:

      OLD: <logger level="NOTIFICATION:32" name="oracle.adf" useParentHandlers="false">

      NEW: <logger level="WARNING:1" name="oracle.adf" useParentHandlers="false">

    3. Locate the <logger> entry with the name "oracle.EPMCSS" and change the entry as follows:

      OLD: <logger level="NOTIFICATION:32" name="oracle.EPMCSS">

      NEW: <logger level="WARNING:1" name="oracle.EPMCSS">

    4. Locate the <logger> entry with the name "oracle.EPMREG" and change the entry as follows:

      OLD: <logger level="NOTIFICATION:32" name="oracle.EPMREG" useParentHandlers="false">

      NEW: <logger level="WARNING:1" name="oracle.EPMREG" useParentHandlers="false">

    5. Recycle the Planning server.

Accessing EPM System Product Documentation

The most recent version of each EPM System product guide is available for downloading or viewing from the EPM System Documentation area of the OTN Web site (http://www.oracle.com/technology/documentation/epm.html). You can also use the Oracle Enterprise Performance Management System Documentation Portal (http://www.oracle.com/us/solutions/ent-performance-bi/technical-information-147174.html), which also links to EPM Supported Platform Matrices, My Oracle Support, and other information resources.

Deployment-related documentation is also available from the Oracle Software Delivery Cloud Web site (http://edelivery.oracle.com/EPD/WelcomePage/get_form).

Individual product guides are available for download on the Oracle Technology Network Web site only.

Copying and Pasting Code Snippets from PDFs

When you cut and paste code snippets from a PDF file, some characters can be lost during the paste operation, making the code snippet invalid. Workaround: Cut and paste from the HTML version of the document.

Online Help

Some help topics display out-of-context topics and error messages.

Planning Administrator's Guide

Chapter 1, “Using Planning,” Starting the Budget Review Process

Information in this section has been rewritten to distinguish between the role of the Approvals Owner and the Approvals Reviewer and to clarify the tasks each can and cannot perform. The following is the updated section:

You track budgets and review status, process issues, and planning unit ownership using planning units. Planning units are combinations of scenario, version, and entity or part of an entity. Scenarios and versions are the basis of the review cycle. The planning unit moves from one reviewer to another until the budget process is complete. The review process follows the promotional path you set up when you select the owner and reviewers for a planning unit, unless an event triggers a change in the promotional path.

Before a planning unit is started, anyone with write access can modify data associated with the planning unit. However, once the planning unit is started, the ability to modify data is dependant upon the user type:

  • Approvals Administrator—The Approvals Administrator is responsible for defining and setting up the approvals process. Once the planning unit hierarchy is defined, the Approvals Administrator begins the approvals process by starting the planning unit.

  • Approvals Owner—When the Approvals Owner receives ownership of a planning unit, they are allowed to review the planning unit, modify any data associated with the planning unit, and they may enter comments.

  • Approvals Reviewer—When the Approvals Reviewer receives ownership of a planning unit, they are allowed to review the planning unit and they may enter comments. Reviewers are not allowed to modify data associated with the planning unit.

  • Approvals Notifier—The Approvals Notifier is an interested party that receives email notifications when a planning unit transitions to another user.

Chapter 2, “Getting Started with Planning,” Setting Background Processing

The JOB_STATUS_MAX_AGE property has a default value of 4 days (set in milliseconds).

Chapter 3, “Setting Up Access Permissions,” Assigning Access to Members and Business Rules

Do not use the Migrate Identities button to migrate a user or group's changed identity or their position in the user directory from Oracle Hyperion Shared Services Console to Planning. Instead, you must run the UpdateUsers command line utility.

Chapter 5, “Loading Data and Metadata

Working With the Outline Load Utility

These operations are supported:

  • No Year—Use to add or update the No Year member. Delete is not allowed.

  • All Years—Use to add, update, or delete the All Years member.

To add the All Years member, run the Outline Load utility and load the following .csv file. All existing year members will be moved the All Years parent member.

Year,Parent

All Years,

To delete the All Years member, run the Outline Load utility and load the following .csv file. All existing year members will be moved under the Year parent member.

Year, Operation

“All Years”, “delete level 0”

OutlineLoad /A:<app name>/U:<admin user name> /I:c:/<file name>.csv /D:Year

Note:

Be aware there is a Known Issue 13790557 - Deleting All Years when it is used in a form moves All Years to Year Parent.

Working With the Outline Load Utility

It is possible to load exchange rates to non-level 0 time periods using the Outline Load utility. However, this is not supported because Planning allows exchange rates to be loaded only to level 0 time periods. Ensure that you load exchange rate data to level 0 time period members.

Chapter 6, “Managing Forms

Using Grid Diagnostics

The Grid Diagnostics functionality was omitted from this guide. Administrators can access this feature by selecting Tools, then Diagnostics. Additional information on this feature is available in .

Creating Rolling Forecasts

This section states that Year and Period dimensions can be placed on the rows but not on columns. However, Year and Period dimensions can be placed on columns. Additional information on this feature is available in .

Selecting User Variables

User variables act as filters in forms, enabling planners to focus only on certain members, such as a department. Before you can associate a user variable with a form, you must create the user variable. When you create forms with user variables, planners must first select values in preferences for the variable before opening forms. After that, planners can change the variable on the form only if it is a dynamic user variables Otherwise, they must continue to set the variable in preferences. For example, if you create a user variable called Division, planners must select a division before working in the form. The first time planners select a variable for a form, they do so in preferences. After that, they can update the variable in preferences or in the form.

To select user variables for forms:

  1. Create the form.

  2. While selecting members on the form, on Member Selection, select user variables the same way you select members, using the arrows to move user variables to and from Selected Members User variables are displayed for the current dimension. For example, user variables for the Entity dimension may display as follows:

    Division = [User Variable]

    When selected, a user variable is preceded by an ampersand. For example: Idescendants(&Division)

  3. Click OK.

Chapter 9, “Managing the Budget Process

Synchronizing Planning Unit Hierarchies

When you add, delete, or modify dimension members that are used in planning unit hierarchies, the affected planning unit hierarchy must be synchronized with the changes. When you display the list of planning unit hierarchies, the entry for each planning unit hierarchy specifies whether recent changes are reflected in the planning unit hierarchy. Use this procedure to synchronize dimension member changes with the planning unit hierarchy.

Note:

When you add dimension members, the new members are added as planning units only if they meet the criteria specified in the inclusion rules for the planning unit hierarchy. For example, if the added entity is a fourth-generation entity, and the inclusion rules specify generations one through three as planning units, the new entity is not added as a planning unit. If the entity is a third-generation member, however, it is added as a planning unit the next time the planning unit hierarchy is edited and saved, or synchronized.

To synchronize changes to planning unit hierarchies:

  1. Select Administration, and then select Approvals.

  2. Select Planning Unit Hierarchy. Under the Synchronized column, planning unit hierarchies are labeled as follows:

    • Yes—Changes are synchronized with the planning unit hierarchy

    • No—Changes are not synchronized with the planning unit hierarchy

    • Synchronized—Changes are synchronized with the planning unit hierarchy

    • Not Synchronized —Changes are not synchronized with the planning unit hierarchy

    • Dependents Not Synchronized—Changes are synchronized with the planning unit hierarchy, but not, in Oracle Hyperion Public Sector Planning and Budgeting with the associated Decision Package planning unit hierarchies.

    • Locked By <user>—A user is editing or synchronizing the planning unit hierarchy

Adding Tasks to Task Lists

Alerts on Planning task lists do not display as colored circles. Disregard the content in this section describing the colored alerts.

Chapter 12, “Working with Planning Application Administration,” Creating Data Sources

To create data sources for application administration, enter the data source name and description, select a relational database, and specify details for the relational database and Essbase server. The relational database and Essbase server password information is stored as encrypted. You can also set the application to Unicode mode. Unicode-mode applications support multiple character sets. When Essbase works with Unicode-mode applications, it uses the UTF-8 encoding form to interpret and store character text. Character-based artifacts in Unicode-mode applications, such as member and alias names, can include characters from different languages. For more information, see the .

To create data sources for application administration:

  1. In the Planning Application Wizard, click Manage Data Source, and then click Create Data Source. See "Setting Up Applications Using Planning Application Administration" on page 263. You can also select Administration, then Data Source, then Create

  2. Enter the data source name and description.

  3. Specify these application database details:

    • Select Database Platform—A relational database

    • Server—Server hosting the database

    • Port—Port (for default ports, see the )

    • Database—Database name

    • User—Database username

    • Password—Database password

  4. For advanced users only: Optionally, create the data source using a custom URL instead of the information in Server and Port. Click Custom, and then enter the URL for the data source in Connection URL. For information about configuring the database with the Oracle Hyperion Enterprise Performance Management System Configurator and examples of URLs, see .

  5. Enter a custom URL overrides previous connection settings for server and port. To remove the custom URL and return to the previous server and port settings, clear the Custom check box. If Oracle RAC configuration is being used, the RAC details must be provided in Custom URL during Planning data source creation.

  6. Click Validate Database Connection, and fix any issues that are noted.

  7. Specify these Essbase server details:

    • Server—Server name

    • User—Server username

    • Password—Server password. If the default port number, 1423, was changed to another number during configuration, the Oracle Essbase server must have the format serverName:newPortNumber. For example, if the port number was set to 1400 during configuration and the server is run locally, the server name is <server_name>:1400.

  8. Click Validate Essbase Connection, and fix any issues that are noted.

  9. Optional: To set the application to Unicode mode, select Unicode Mode. For more information, see the .

  10. Click Finish.

Appendix A, “Customizing Forms With JavaScript

All of the customization information in this appendix is applicable only if the application is using the Planning Release 11.1.2.1 user interface and features.

Planning User's Guide

Chapter 2, “Working with Task Lists

Planning task lists do not display colored alerts. Disregard the content in this procedure for alerts.

Chapter 5, “Entering Data

If the administrator has designed the form for a rolling forecast, right-click on the column to change substitution variables for the rolling forecast.

Public Sector Planning and Budgeting User's Guide, Chapter 11, “Working With Decision Packages and Budget Requests

Throughout the guide and online help system, replace all references to “task list” with “My task list”.

Entering Budget Request Data

To enter data in budget requests, select Data Collections Form first, and then select the appropriate form tab.

Migrating Applications

13650412 --The order of Budget Requests data is not maintained for applications after migrating them using Oracle Hyperion Enterprise Performance Management System Lifecycle Management.

Specifying Rollup Members

Replace the following bulleted list:

HCP (Compensation Expenses) with these dimensions and members:

  • Account (Request Amount)

  • Budget Item (Unspecified Budget Item)

  • Position (All Positions)

  • Employees (Total Employees)

  • Period (YearTotal)

  • Element (Total Compensation Expenses)

Workforce Planning Administrator's Guide, Chapter 1, “Setting Up Workforce Planning,

Creating and Initializing a Workforce Planning Application

Initialize applications by selecting Application, then Administration, and then Manage Applications.

Loading Information into Workforce Planning

Caution!

Changing the default order of dimensions that were created by initializing Oracle Hyperion Workforce Planning might result in business rules not working correctly and may require changes to business rules logic.

Capital Asset Planning Administrator's Guide, Chapter 1, “Overview and Initialization of Capital Asset Planning

Creating and Initializing a Capital Asset Planning Application

Initialize applications by selecting Application, then Administration, and then Manage Applications.

Loading Information into Capital Asset Planning

Caution!

Changing the default order of dimensions that were created by initializing Oracle Hyperion Capital Asset Planning might result in business rules not working correctly and may require changes to business rules logic.

Project Financial Planning User's Guide, Appendix A, “Templates

Job Metadata Template

To create the JobMem.csv sample template file for loading the Job metadata:

To create the JobMem.csv sample template file for loading the Job metadata:

  1. Create a file named JobMem.csv and place it under ROOT_FOLDER_TEMPLATES\PFP Import Templates_xx\To Import MetaData where ROOT_FOLDER_TEMPLATES is the folder where you have extracted your templates and xx is your language code (for example, en for English).

    Note:

    Use lowercase letters for the language code.

  2. The structure of the JobMem.csv file should be as follows:

    • Header Row: : Job,Parent,Description

    • Sample Data: Technical Architect,Project Related Jobs,Technical Architect

    Note:

    The parent member should already exist in the application.

    Review the structure of the EmployeeMem.csv file for reference, if necessary.

  3. Make the following changes to the PFPImportUtility.bat/PFPImportUtility.sh:

    1. Navigate to the Planning installation location.

      For example, if your Oracle instance is C:\Oracle, navigate to C:\Oracle\Middleware \user_projects\epmsystem1\Planning\planning1.

    2. In an editor, open one of the following files:

      • For PFPImportUtility.bat:

        At line 14 (the line after the line: echo "Smartlists Loaded Successfully"), add the following code:

        "%JAVA_HOME%\bin\java" %HP_JAVA_OPTIONS% %JAVA_OPTIONS% com.hyperion.planning.utils.HspOutlineLoad -f:"%pswd%" /A:%application% /U:%user% /M /I:"%root%\PFP Import Templates_%lang%\To Import MetaData\JobMem.csv" /D:"Job" /X:"%root%\PFP Import Templates_%lang%\OutlineLogs\outlineLoad.exc" /L:"%root%\PFP Import Templates_%lang%\OutlineLogs\outlineLoad.log"%*

        echo "Job Metadata Loaded Successfully"

      • For PFPImportUtility.sh:

        At line number 14 (the line after the line: echo "Smartlists Loaded Successfully"), add the following code:

        "${JAVA_HOME}/bin/java" ${HP_JAVA_OPTIONS} ${JAVA_OPTIONS} -classpath ${CLASSPATH} com.hyperion.planning.utils.HspOutlineLoad -f:"${pswd}" /A:${application} /U:${user} /M /I:"${root}/PFP Import Templates_${lang}/To Import MetaData/JobMem.csv" /D:"Job" /X:"${root}/PFP Import Templates_${lang}/OutlineLogs/outlineLoad.exc" /L:"${root}/PFP Import Templates_${lang}/OutlineLogs/outlineLoad.log"$*

        echo "Job Metadata Loaded Successfully"

  4. Save the PFPImportUtility.bat/PFPImportUtility.sh file and run it as instructed in the Oracle Project Financial Planning User's Guide.

Leased Asset Data Template

To create the ImportLeaseAsset.csv file for loading the existing leased asset data:

  1. Create a file named ImportLeaseAsset.csv and place it under ROOT_FOLDER_TEMPLATES\PFP Import Templates_xx\To Import Major Asset Data where ROOT_FOLDER_TEMPLATES is the folder where you have extracted your templates and xx is your language code (for example, en for English).

    Note:

    Use lowercase letters for the language code.

  2. The structure of the ImportLeaseAsset.csv file should be as follows:

    • Header Row: Asset Detail,Data Load Cube Name,Asset ID,Asset Description,Asset Units,Lease Date,Lease Term (In Years),Down Payment,Lease Payment,Payment Frequency,Payment Timing,Ownership After Lease Term,Asset Value at Start of Lease,Asset Age at start of lease (years),Second hand market value (Salvage Value),Purchase Price at End of Lease,Implicit Interest Rate,Lease Type,PV of Lease,Estimated Asset Value at End,Estimated Useful Life (Years),Insurance,Asset Capacity,Capacity UOM,Priority,Justification,Point-of-View

    • Sample Data: Office Building,Capex,L001,,10,04-15-2011,5,10000,1000,Monthly,BeginningofPeriod,Lesse,100000,10,10000,10000,10,OperatingLease,10000,1000,5,10000,100,Hours,High,,"BegBalance,""No Year"",Local,""No Project"",""USA"",""No Scenario"",""No Version"",""Buildings"""

    Note:

    Here you can change the Entity, Scenario, and Version in the POV. The Asset Class member should be correct according to Asset Detail.

  3. Make the following changes to the PFPImportUtility.bat/PFPImportUtility.sh:

    1. Navigate to the Oracle Hyperion Planning installation location.

      For example, if your Oracle instance is C:\Oracle, navigate to C:\Oracle\Middleware \user_projects\epmsystem1\Planning\planning1.

    2. In an editor, open one of the following files:

      • For PFPImportUtility.bat:

        At the end of the script before the pause command, add the following code:

        "%JAVA_HOME%\bin\java" %HP_JAVA_OPTIONS% %JAVA_OPTIONS% com.hyperion.planning.utils.HspOutlineLoad -f:"%pswd%" /A:%application% /U:%user% /M /I:"%root%\PFP Import Templates_%lang%\To Import Major Asset Data\ImportLeaseAsset.csv" /D:"Asset Detail" /X:"%root%\PFP Import Templates_%lang%\OutlineLogs\outlineLoad.exc" /L:"%root%\PFP Import Templates_%lang%\OutlineLogs\outlineLoad.log"%*

        echo "Leased Asset Data Loaded Successfully"

      • For PFPImportUtility.sh:

        At the end of the script before the pause command, add the following code:

        "${JAVA_HOME}/bin/java" ${HP_JAVA_OPTIONS} ${JAVA_OPTIONS} -classpath ${CLASSPATH} com.hyperion.planning.utils.HspOutlineLoad -f:"${pswd}" /A:${application} /U:${user} /M /I:"${root}/PFP Import Templates_${lang}/To Import Major Asset Data/ImportLeaseAsset.csv" /D:"Asset Detail" /X:"${root}/PFP Import Templates_${lang}/OutlineLogs/outlineLoad.exc" /L:"${root}/PFP Import Templates_${lang}/OutlineLogs/outlineLoad.log"$*

        echo "Leased Asset Data Loaded Successfully"

  4. Save the PFPImportUtility.bat/PFPImportUtility.sh file and run it as instructed in the Oracle Project Financial Planning User's Guide.

  5. Change the data load settings. Set the Data Load dimension as Asset Detail and Driver dimension as Account. Make sure the list contains the following account members:

    Asset ID,Asset Description,Asset Units,Lease Date,Lease Term (In Years),Down Payment,Lease Payment,Payment Frequency,Payment Timing,Ownership After Lease Term,Asset Value at Start of Lease,Asset Age at start of lease (years),Second hand market value (Salvage Value),Purchase Price at End of Lease,Implicit Interest Rate,Lease Type,PV of Lease,Estimated Asset Value at End,Estimated Useful Life (Years),IDescendants(Capital Operating Expenses),Insurance,Asset Capacity,Capacity UOM,Priority,Justification

    If they do not exist, add them in the list.

High Availability and Disaster Recovery Guide

The was removed from the documentation set for the current release. Its content has been integrated in the .

Accessibility Considerations

It is our goal to make Oracle products, services, and supporting documentation accessible to the disabled community. EPM System products support accessibility features, which are described in the product's Accessibility Guide. The most up-to-date version of this guide can be found in the EPM System Documentation Library on the Oracle Technology Network (http://www.oracle.com/technology/documentation/epm.html).

In addition, this Readme file is accessible in HTML format.