Accessing Profitability and Cost Management After Installation

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

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

  1. Complete the installation of the following applications and components:

    • EPM Workspace

    • Oracle's Hyperion® Shared Services

    • Performance Management Architect

    • Essbase

    • Profitability and Cost Management

    Note:

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

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

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

    For detailed instructions on creating dimensions, see the Oracle Hyperion Enterprise Performance Management Architect Administrator's Guide . For information on required dimensions, see Dimensions in Profitability and Cost Management.

  3. After the dimensions have been added, select Navigate, then Administer, and then Application Library .

  4. From the Application Library, select File, then New, and then Application to create a new Profitability and Cost Management application. Select dimensions for Profitability and Cost Management from the Dimension Library. For detailed instructions on creating an application, see the Oracle Hyperion Enterprise Performance Management Architect Administrator's Guide .

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

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

  6. From the Application Library, right-click the new application name, select Deploy, and then perform the following steps:

    1. From Deploy, under Shared Services Project, select the name of the Profitability and Cost Management application group.

      Note:

      The Profitability and Cost Management application group is not displayed the first time you perform this action. You must create the Profitability and Cost Management application group or project in Shared Services. See the Oracle Hyperion Enterprise Performance Management System User and Role Security Guide.

    2. Click Deploy.

    3. From the Job Task window, click the link to for the Job ID to display the job status.

    4. Under Detail on the Job Task window, when the completion message is displayed, the new application has been created and deployed to Profitability and Cost Management and is available for selection.

    See the Oracle Hyperion Enterprise Performance Management Architect Administrator's Guide

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

  8. From Task Areas, select Manage Models, and then Import Staging Tables to import the data that you require to begin building a model, as outlined in the Oracle Hyperion Profitability and Cost Management Administrator's Guide.