About Planning and Budgeting Cloud Workspace

Use Planning and Budgeting Cloud Workspace for these tasks:

  • Access Oracle Hyperion Planning

  • Organize, search for, and assign access permissions to files

  • Perform administration tasks for Workspace Settings, Reporting Settings, Annotations, Planning Administration, Data Management, Calculation Manager, and Application Management

  • Schedule batches

  • Create documents

  • Set preferences

  • Define favorites

  • Launch Financial Reporting Studio

  • Install the following components:

    • Oracle Smart View for Office

    • Predictive Planning

    • Financial Reporting Studio

    • Planning Admin Extension

    • File Transfer Utility

From Planning and Budgeting Cloud Workspace, you use menus and a toolbar to perform tasks. Based on the following criteria, menus and the toolbar are updated as you use the system:

  • The roles granted you by the administrator. Roles determine which modules are displayed in the View pane and toolbar.

  • The components used and the task performed. For example, if you use an Administer menu item, the menus contain tasks associated with administration related tasks. If you use Explore, the menu contains file tasks.