1. Administering and Working with Oracle Enterprise Data Management Cloud
  2. Administration
  3. Working with Planning and FreeForm Applications
  4. Converting Planning Applications to FreeForm Applications

Converting Planning Applications to FreeForm Applications

You can convert your Planning application instances in Oracle Enterprise Data Management Cloud to FreeForm applications 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 convert it.

Note:

Implementations which previously used the Planning application type to manage their FreeForm application data should convert their applications from Planning to FreeForm.

Considerations

  • The Planning application must have the following values in these application settings in order to be able to be converted to a FreeForm application:
    • Hybrid Mode must be enabled
    • Weekly Distribution must be set to Even
    • Multi Currency must be enabled

    If any of these application settings have a different value than the ones listed above, the application cannot be converted to FreeForm as is. You must modify the application registration and change the application settings to have the values listed above before you convert the application.

  • You can convert only active application instances. You cannot convert an application that has been archived.
  • Converting Planning application instances in Oracle Enterprise Data Management Cloud to FreeForm applications is a one-way operation that cannot be undone. You cannot convert FreeForm applications back to Planning applications.

To convert a Planning application to FreeForm, from Applications click actions, select Convert to FreeForm Application, and click the confirmation button.