This topic provides answers to common questions about using Planning.
How can I change from one application to another?
Simply select another application. See Logging on to EPM Workspace.
What audit capabilities does the system provide?
When you change the state of a planning unit, add an annotation that explains what you changed and why. You can use annotations to create a written history or audit trail of a plan’s evolution. Administrators can also set up audit trails for certain application changes.
Administrators or data form designers can design a variety of data forms that let users work with their planning data. Users see only the data forms and the data to which they have access.
Can I change how my data form displays?
Yes. Select File, then Preferences, click the Planning icon, and select Display Options to set options for number formatting, page selection, printing, and other options. To make ad hoc changes, see Working with Ad Hoc Grids.
In a large hierarchy, how can I find specific members?
You can set the number of members that enable a search and find feature, and search up or down the hierarchy by member name or alias to find members. See Enabling Search with a Large Number of Pages and Navigating in Data Forms.
Can I cut, copy, paste, and delete data while I'm entering data?
Yes, you can use the Copy and Paste shortcuts, or right-click in a cell and select Cut, Copy, Paste, or Delete. To adjust data, select Edit, then Adjust. You can work with multiple cells simultaneously.
How can I easily enter values across multiple cells?
Planning can allocate values across cells. For example, select multiple cells and select Adjust Data to increase or decrease their values by a certain percentage. See Adjusting and Spreading Data.
How can I add a text note or custom link to data?
You can add comments or a custom link to accounts if the feature is enabled and you have write access to the members (account, entity, scenario, and version). For example, to create a link to a spreadsheet file on a shared server, you might enter: file://C:/BudgetDocs/Timeline.xls where C represents the server's drive.
If your administrator selected the Enable Cell Level Document property for the data form, you can link a cell to an Oracle Enterprise Performance Management Workspace, Fusion Edition document. See Adding, Replacing, and Viewing Cell-Level Documents.
How can I set up calculations for cells?
Select cells and click Supporting Detail to add text, values, and operators that define how data aggregates.
See Working with Supporting Detail.
Can I select the language or terminology in which the members display?
Yes, if an administrator sets up multiple alias tables, you can select from among them. The selected alias table determines how members are displayed in the data form. For example, each alias table might display members in another language.
The display of aliases in a data form must be enabled as a property.
Select the alias table to use by selecting File, then Preferences. Click the Planning icon, select the Application Settings tab, and select the alias table under Alias Setting. Planning retains this setting for subsequent sessions.
How can I replace irrelevant data with no data value?
In a data form, select the cell or range of cells you want to change. Enter #missing, and save the data form. The cells are saved to the database at the next Refresh.
How can I associate a business rule to a data form?
Only administrators and interactive users can associate business rules to data forms. This enables others to launch those business rules.
When should I launch business rules?
Your administrator can set up data forms to automatically launch business rules when you open the data form. If so, you can skip steps 1 and 2.
Before you begin entering data:
Why can’t I see the business rule containing a runtime prompt listed on the Select Rule page?
A connection has not been established between Planning and Oracle's Hyperion® Business Rules. Notify your administrator.
How can I see the business rules associated with my page?
Open the data form, and review the Business Rules list in the lower-left corner of the data form.
A planning unit is a slice of data at the intersection of a scenario, a version, and an entity. In addition, an administrator an create more granular planning units within an entity by adding members from another dimension. See Managing Planning Units
How do I promote a planning unit so that it can be reviewed?
Change the planning unit status to a status that sends the budget to the appropriate reviewer. For details, see Changing Planning Unit Status
How can I automatically get notified by e-mail when I become the owner of a planning unit?
Set up Planning to notify you by e-mail when you become the owner of a planning unit. See Setting Up E-mail.
How can I track the approval process of my planning units?
From the Process Definition page, you can view the status of a planning unit, including its history, the last action taken, and the dates and times the status changed. See Viewing Planning Unit Details.
Can I promote an entire area (region, business unit, and so on)?
Areas of an organization—divisions, regions, business units, and products—are represented as entities in Planning. You can promote an entire entity or portions of it.
Can I change my plan after I have promoted it to a reviewer?
After you promote a planning unit, you are no longer its owner, and only the current owner or the budget administrator can change the plan. To make changes, ask the current owner or budget administrator to reject he planning unit back to you.
Can I create a copy of my plan for myself so that I can compare it to the approved version?
To create a copy of the plan, ask the administrator to set up a “personal” bottom up version for you. Before you promote your data, copy it (using Copy Versions) to a personal version, giving you a record of the data before you promote it.
Can I read all reviewers’ comments?
You can read all annotations for planning units to which you have access.
Others having access to your portions of the planning unit can view and, depending on their access level, change your sections.
When should I use the Copy Versions option?
What should I do when I can’t run a currency conversion calc script because the error message tells me the FIX statement cannot contain a dynamic calc member?
Contact your Planning administrator if you get this error message. It means that the calc script you are trying to run contains a scenario, version, or currency that is a dynamic calc member, or that all account members are dynamic for this view.