Creating Planning Applications

To create an application:

1. Access Oracle Hyperion Enterprise Performance Management Workspace as a Functional Administrator. See Accessing EPM Workspace.
2. Select Navigate, then Administer, and then Planning and Budgeting Service.
3. In Planning Administration, click Manage Applications.
4. From Actions in Manage Applications, select Create.
5. In Data Source, select a data source.
6. In Application, enter an application name (maximum eight characters). Application names should not contain special characters (for example, a space or an asterisk).
7. In Application Type, select the type of application to create.

   Select Sampleto use sample Oracle Hyperion Planning application settings. You cannot select information for Calendar, Currencies, and Plan Types for sample applications.

8. In Shared Services Project, select an application group to which the Planning application should be added.

   Oracle Enterprise Performance Management System does not create a default Planning application group. You can create it as a custom group inOracle Hyperion Shared Services Console if needed. See Creating Application Groups.

9. Click Next.
10. If you are not creating a sample application, enter or select information on Calendar, Currencies, and Plan Types. Click Next after entering information on a screen. Consult online help for assistance.
11. Click Create to create the Planning application.

    Note:

    The Planning application that you created is listed in the Essbase Servers node of Oracle Essbase Administration Services and in Shared Services Console under the node representing the application group that you selected in step 8.