Setting Planning Preferences

Data source types: Oracle Planning and Budgeting Cloud

If you are unfamiliar with Oracle Planning and Budgeting Cloud, see the Oracle Planning and Budgeting Cloud documentation and videos available on the Oracle Help Center.

To set user preferences for a Oracle Hyperion Planning application:

  1. From the tree list in the Smart View Panel, select an application.
  2. Right-click, and then select User Preferences.
  3. From Preferences, specify options for the following

    • Application Settings: Manage email options, specify alias settings, set options for approvals, and specify out of office settings.

      Note:

      Changes to the alias table require you to disconnect from the provider, and reconnect to take effect.

    • Display Settings: Set number formatting, remember selected page members, allow a search if the number of pages exceeds a number you specify, set member indentation, use consolidation operators, perform partial grid fetch, specify number of members on each Dimensions Page, display specified record on each Assign Access Page, set date formatting.

    • User Variables: Variables set up by the Planning administrator to help you navigate large forms and grids.