Upgrading Planning Applications to Planning Modules

You can upgrade your Planning application instances in Oracle Fusion Cloud Enterprise Data Management to Planning Modules without having to create a new application instance. You must have the Service Administrator role or the Owner or Metadata Manager permission on the application to upgrade it.

Considerations

  • Upgrade your Planning application instance in Cloud EDM only after you have upgraded the external target Planning system.
  • When you upgrade the external target Planning application, new predefined members get added. Re-import the dimensions from your target application using the Reset option in order to load the new predefined members into the upgraded application in Cloud EDM. See Importing Dimensions.
  • You can upgrade only active application instances. You cannot upgrade an application that has been archived.

To upgrade a Planning application to Planning Modules, from Applications click actions, select Upgrade to Planning Modules, and click the confirmation button.

Caution:

After you upgrade a Planning application to Planning Modules. the upgrade action cannot be undone.