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.
- Clients for Planning, Planning Modules, and FreeForm
- Clients for Financial Consolidation and Close and Tax Reporting
- Clients for Profitability and Cost Management
- Clients for Enterprise Profitability and Cost Management
- Clients for Account Reconciliation
- Clients for Oracle Enterprise Data Management Cloud
- Clients for Strategic Workforce Planning
- Clients for Narrative Reporting
- Clients for Sales Planning
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