Table of Contents
- Title and Copyright Information
- Documentation Accessibility
- Documentation Feedback
- 1 Creating and Running an EPM Center of Excellence
- 2 Financial Consolidation and Close Overview
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3
Setting Your Preferences
- Setting Your Preferences
- Setting General Preferences
- Setting Your Profile Picture
- Setting the Display of Member Names or Aliases
- Setting Approvals Options
- Setting Your Display Preferences
- Setting Up Email for Notifications
- Setting Ad Hoc Options
- Setting User Variables
- Setting Your Reports Preferences
- Setting Your Printing Preferences
- 4 Entering Data in Forms
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5
Using Dashboards to Work with Data
- Understanding Dashboards
- About Dashboard Versions
- Viewing Dashboards
- Working with Dashboard 1.0 Dashboards
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Working with Dashboard 2.0 Dashboards
- Working with the Dashboard 2.0 Global Toolbar
- Working with Dashboard 2.0 Components
- Working with Forms 2.0 Grids in Dashboard 2.0
- Drilling Through on Charts and Legends
- Working with POVs in Dashboard 2.0
- Opening the Member Selector in Dashboards 2.0
- Working with Dashboard 2.0 Dashboards in Navigation Flows
- Working with Master Forms and Details in Dashboard 2.0 Components
- Support for Valid Intersections in Dashboard 2.0 Dashboards
- About Quick Analysis
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6
Using Ad Hoc for Data Entry and Analysis
- Get Started Performing Ad Hoc
- Creating an Ad Hoc Grid
- Submitting Ad Hoc Data and Saving the Grid Definition
- Performing Calculations Without Having to Submit Your Changes (Calc on the Fly)
- Accessing an Ad Hoc Grid
- Designing Ad Hoc Grids
- Ad Hoc Grid Keyboard Shortcuts and Quick Data Entry Commands
- Applying Rules to Ad Hoc Grids
- Adding Comments and Attachments
- Adjusting Values
- About Using Line Item Details
- Printing Ad Hoc Grids
- Using Free-Form Ad Hoc
- 7 Using the Member Selector
- 8 Viewing Key Information with Infolets
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9
Working with Consolidation Journals
- About Consolidation Journals
- Viewing Consolidation Journals
- Consolidation Journal Security Roles
- Managing Consolidation Journal Templates
- Creating Consolidation Journal Templates
- Editing Consolidation Journal Templates
- Importing Journal Templates
- Exporting Journal Templates
- Deleting Consolidation Journal Templates
- Creating Consolidation Journal Files
- Importing Consolidation Journals
- Exporting Consolidation Journals
- Creating Consolidation Journals
- Periodic, Year-to-Date, and Journal-to-Date Consolidation Journal Entries
- Creating Consolidation Auto-reversing Journals
- Scanning Consolidation Journals
- Consolidation Journal Status
- Editing Consolidation Journals
- Consolidation Journal Approval Workflow
- Submitting Consolidation Journals for Approval
- Approving Journals
- Rejecting Consolidation Journals
- Processing Consolidation Journals without an Approval Workflow
- Posting Consolidation Journals
- Unposting Consolidation Journals
- Copying Consolidation Journals
- Viewing Consolidation Journal History
- Deleting Consolidation Journals
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10
Working with Reports
- Opening Reports
- Working with the Reports Solution
- Creating Consolidation Journal Reports
- Managing Intercompany Matching Reports
- Running a Consolidation Report
- Exporting Formatted Reports to Excel
- Generating Task Manager Reports
- Generating Supplemental Data Reports
- Generating Enterprise Journal Reports
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11
Reviewing and Approving Data
- About Approvals
- Viewing Approval Units
- Approval Unit Actions by Template
- Approval Users and Available Actions
- Approval Unit Status
- Validating Approval Units
- Changing Approval Unit Status
- Approval Unit Ownership
- Adding or Viewing Approval Unit Annotations
- Setting Up Email for Approvals Notification
- Selecting an Alternate Reviewer
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12
Working with Enterprise Journals
- Enterprise Journals Overview
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Working with Journals
- Accessing Enterprise Journals
- Updating Enterprise Journals
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Managing Enterprise Journals
- Entering Data into Journals
- Referencing a File or URL
- Submitting and Approving Journals
- Viewing Enterprise Journals
- Validating Enterprise Journals
- Enterprise Journals Posting Process
- Editing Enterprise Journals
- Swapping Columns in Enterprise Journals
- Deleting Enterprise Journals
- Creating Ad-Hoc Enterprise Journals
- Deleting Ad-Hoc Enterprise Journals
- Working with Journals in Smart View
- 13 Working with Task Manager
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14
Working with Supplemental Data
- Supplemental Data Process Overview
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Working with Supplemental Data Forms
- Accessing Supplemental Data Forms
- Updating Supplemental Data Forms
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Managing Supplemental Data Forms
- Creating Supplemental Data Ad-Hoc Forms
- Submitting, Approving, Rejecting, or Posting Supplemental Data Forms
- Viewing Supplemental Data Forms
- Saving Supplemental Data Views
- Entering Data into Supplemental Data Forms
- Searching for Records in Supplemental Data Forms
- Deleting All Records in Detail Sections
- Working with Supplemental Data Forms in Smart View
- Viewing Data in the Supplemental Data Analysis Dashboard
- Bulk Loading of Data into Collections
- 15 Working with Alerts
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16
Working with Views and Filters
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Working with Filters
- About Filters
- Viewing the Existing Saved Filters
- Creating a New Filter
- Using the Filter Bar to Adjust Your View
- Clearing Filter Conditions
- Removing a Filter
- Editing a Filter
- Duplicating a Filter
- Saving a Filter
- Applying a Saved Filter
- Deleting a Filter
- Displaying Columns for Filters
- Reordering Columns for Filters
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Working with Views
- About Views
- Working With List Views
- Working with Pivot Views
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Working with Chart Views
- Overview of Chart Views
- Creating Chart Views
- Example: Creating a Chart to Display Task Status by Month
- Example: Creating a Chart to Display Plan versus Actual End Date
- Example: Creating a Chart to Display Task Execution by Organization Unit
- Example: Creating a Chart to Display Forms and their Status
- Example: Creating a Chart to Display Period and Status (with Description) of the Form Template
- Example: Creating a Chart to Display Journal Values of the Preparers
- Working With Gantt Chart Views
- Working With Calendar Views
- Saving Views
- Editing Saved Views
- Setting a Default View
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Working with Filters
- 17 Working with Dashboards