EPM Enterprise Cloud Service Landing Page

The landing page is your starting point for creating an EPM business process and for viewing overview videos that help you get started.
EPM Enterprise Cloud landing page

Each subscription to the EPM Enterprise Cloud Service allows you to create one business process. Click SELECT under the business process description to see available options.

About Making Selections to Create a Business Process

The EPM Enterprise Cloud Service landing page presents the business processes that you can create.

Note:

After you initiate the creation of a business process, you cannot return to the landing page. If wish to return to the landing page to create a different business process, you must first reset your environment to its original state. See Switching to a Different Business Process.

Planning and Tax Reporting

You have three options to create a business process:

  • Create a sample application

  • Create a new application

  • Use an existing snapshot to create an application

These options are displayed on a business process-specific landing page similar to the following illustration:
A Typical Business Process-Specific Landing Page

Financial Consolidation and Close

You have two options to create an business process:

  • Create a new application

  • Use an existing snapshot to create an application

Account Reconciliation, Profitability and Cost Management, Enterprise Data Management, and Narrative Reporting

After you click SELECT, a message indicates that an initial preconfiguration of the environment will take approximately 20 minutes. Click OK to initiate the preconfiguration process. The environment is not available while the configuration is in progress.

Creating a Planning Business Process

On the landing page, click SELECT under Planning to view available options for creating a Planning business process.

  • Create a sample application: Click CREATE to automatically create the Vision sample application, which is a valuable tool to explore the planning and budgeting process. See "Creating a Sample Application" in Administering Planning.

  • Create a new application: Click START to create a Planning business process. You can create a Custom, Free Form, or Planning Modules application to meet your business needs.

    • Custom: Supports most planning and budgeting requirements through complex business logic, such as business rules and allocations. Select this option if your requirements would necessitate a high degree of application customization. See "Creating a Standard Application" in Administering Planning.

      Additionally, when you create an application of type Custom, you have the option to enable Strategic Modeling for use with your application. You do this by selecting the Strategic Modeling option on the Create Applications: Details screen.

      You can enable Strategic Modeling for use with your custom applications only when creating the application.

      Note:

      You can create a single currency or multicurrency application. Multicurrency custom applications are created using simplified multicurrency.
    • Free Form: Supports Free Form Planning, and does not require Currency, Entity, Scenario, and Version dimensions and their member hierarchies. This business process is created using an Essbase outline file (OTL) from an on-premises deployment to import dimensions and members. The outline file name can have a maximum of eight characters because the file name is used to name the cube of the free form business process. See Creating a Free Form Application.

      For information on loading data into a Free Form business process, see "Loading Data to a Free Form Application" in Administering Data Integration for Oracle Enterprise Performance Management Cloud.

    • Module: Sets up the cubes required for Capital, Financials, Projects, Workforce and Strategic Modeling. Choose this option to create an application that supports best practices and industry standard functionality. See "Creating an Application" in Administering Planning for Oracle Enterprise Planning and Budgeting Cloud.

      Note:

      You can create a single currency or multicurrency application. Multicurrency applications are created using simplified multicurrency.

  • Migrate: Click MIGRATE to create a custom Planning business process from a snapshot that you previously uploaded to the environment. See What Applications Can I Migrate to EPM Standard Cloud Service and EPM Enterprise Cloud Service? for prerequisites and snapshot compatibility.

    Note:

    You cannot enable Strategic Modeling for your custom application after importing a snapshot created from an application for which Strategic Modeling is not enabled. Strategic Modeling is automatically enabled if the snapshot contains Strategic Modeling artifacts.

    See these topics in Administering Migration for Oracle Enterprise Performance Management Cloud:

Creating a Financial Consolidation and Close Business Process

On the landing page, click SELECT under Financial Consolidation and Close to view these options for creating a Financial Consolidation and Close business process.

Creating an Account Reconciliation Business Process

On the landing page, click SELECT under Account Reconciliation to configure your environment for the Account Reconciliation business process. EPM Enterprise Cloud Service displays a message indicating that approximately 20 minutes is required to preconfigure the environment. Click OK to initiate the configuration process. The environment is not available while the configuration is in progress.

After the preconfiguration is complete, use these steps to create the Account Reconciliation business process:

  1. Sign in to your EPM Enterprise Cloud Service environment as a Service Administrator. See Accessing EPM Cloud.

  2. Select an option to create the business process.

Creating a Profitability and Cost Management Business Process

On the landing page, click SELECT under Profitability and Cost Management to preconfigure your environment. This process takes approximately 20 minutes. Click OK to initiate the preconfiguration process. The environment is not available during the preconfiguration process.

After the preconfiguration is complete, use these steps to create the Profitability and Cost Management business process:

  1. Sign in to your EPM Enterprise Cloud Service environment as a Service Administrator. See Accessing EPM Cloud.

  2. Select an option to create the business process.

Creating a Tax Reporting Business Process

On the landing page, click SELECT under Tax Reporting to view available options for creating a Tax Reporting business process.

Creating a Narrative Reporting Business Process

On the landing page, click SELECT under Narrative Reporting to create a Narrative Reporting business process. EPM Enterprise Cloud Service displays a message indicating that approximately 20 minutes are required to configure Narrative Reporting. Click OK to initiate the configuration process. The environment is not available while the configuration is in progress.

After the configuration is complete, use these steps to install samples or to design reports:

  1. Sign in to the environment as a Service Administrator. See Accessing EPM Cloud.

  2. Complete a step:

    • Install samples to familiarize yourself with Narrative Reporting functionality. See "Installing Samples" in Creating and Managing Report Packages for Narrative Reporting.

    • Create reports and report packages. See these information sources:

Creating an Enterprise Data Management Business Process

To initiate the creation of business process, on the landing page, click SELECT under Enterprise Data Management. This process takes approximately 20 minutes. The environment is not accessible while the business process creation is in process.

After the preconfiguration is complete, use these steps :

  1. Sign in to your EPM Enterprise Cloud Service environment as a Service Administrator. See Accessing EPM Cloud.

  2. Select an option to create the business process.