Available Clients and Utilities

Availability of Oracle Enterprise Performance Management Cloud clients and utilities depends on the current environment. For example, Oracle Smart View for Office and Financial Reporting do not apply to all services.

You can download the following EPM Cloud components, utilities, and templates.

All Available Clients and Utilities

This is a list of all clients and utilities available from EPM Cloud services.

EPM Automate
EPM Automate allows Service Administrators to access environments over a command window to automate business activities such as exporting an application and downloading the exported application to desktop. See About EPM Automate in Working with EPM Automate for Oracle Enterprise Performance Management Cloud for details.
Smart View
Smart View provides a common Microsoft Office interface designed specifically for EPM Cloud.

Enterprise Profitability and Cost Management is supported only on Smart View version 22.100 or newer. Smart View (Mac and Browser) support will be available in a future update.
Note:
You may also use Smart View (Mac and Browser) with the browser-based version of Excel 365 and Excel 365 for Mac. See these information sources:
- A Service Administrator deploys Smart View (Mac and Browser) for all users. See Deploying and Administering Oracle Smart View for Office (Mac and Browser) for information on prerequisites and deployment procedures.
- Users connect to EPM Cloud using Smart View (Mac and Browser) to compete tasks. See Working with Oracle Smart View for Office (Mac and Browser).
These service-specific extensions are available:
- Planning Extensions
  Planning Extensions include Smart View Admin Extensions and Planning application templates, which facilitate application administration activities, such as dimension management, from within the Excel interface.
- Smart View Add-On For Administrator
  Allows application administration activities, such as dimension management, to be performed from within the Excel interface.
- Smart View Extension for Transactions
  Allows users to manage reconciliation compliance transactions from the Excel interface.
- Smart View Extension for Supplemental Data Management
  Enables users to perform supplemental data management from within the Excel interface.
- Smart View Extension for Task Manager
  Enables users to update their tasks from within the Excel interface.
- Smart View Extension for Narrative Reporting
  Allows users to perform assigned tasks and analyze model data from within the Microsoft Office suite.
Strategic Modeling
Strategic Modeling is an add-on to Smart View that enables users to interact with Strategic Modeling, one of the Planning Modules.
Predictive Planning
Predictive Planning is an extension to Smart View that works with valid forms to predict performance based on historical data.
Sample Content
Provides sample report packages, management reports, dimension and data load files, and a sample application for Planning Modules.

Clients for Planning, Planning Modules, and FreeForm

EPM Automate
Smart View
Planning Extensions
Predictive Planning
Strategic Modeling (for Planning Modules only)

Clients for Financial Consolidation and Close and Tax Reporting

EPM Automate
Smart View
Smart View Add-On for Administrator
Smart View Extension for Close and Supplemental Data Management

Clients for Profitability and Cost Management

EPM Automate
Smart View
Financial Reporting Web Studio

Clients for Enterprise Profitability and Cost Management

EPM Automate
Smart View
Enterprise Profitability and Cost Management is supported only on Smart View version 22.100 or newer
Planning Extensions (Admin Extension)

Clients for Account Reconciliation

EPM Automate
Smart View
Smart View Extension for Transactions

Clients for Oracle Enterprise Data Management Cloud

EPM Automate

Clients for Strategic Workforce Planning

EPM Automate
Smart View
Planning Extensions
Predictive Planning

Clients for Narrative Reporting

EPM Automate
Smart View
Smart View Extension for Narrative Reporting
Sample Content

Clients for Sales Planning

EPM Automate
Predictive Planning
Smart View
Planning Extensions
Strategic Modeling