EPM Standard Cloud Service Landing Page

The landing page is your starting point for creating a business process and for viewing overview video tours to help you get started.
EPM Standard Cloud Service Landing Page

Each subscription to the EPM Standard Cloud Service allows you to create one business process.

About Making Selections to Create a Business Process

The EPM Standard 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 Financial Consolidation and Close

You have two options to create a business process:

  • Choosing your own settings to create the business process

  • Using an existing snapshot to create the business process

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

Account Reconciliation 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.

Note:

You can have only one custom input cube and one reporting cube in the business process.

Creating a Financial Consolidation and Close Business Process

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

Creating an Account Reconciliation Business Process

After you click SELECT under Account Reconciliation to configure your environment for the Account Reconciliation business process, 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.

After the preconfiguration is complete, use these steps to create an account reconciliation business process:

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

  2. Select an option to create the 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 Standard Cloud Service requires approximately 20 minutes to configure your environment for the business process. 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: