2 Implement Planning Checklist for Service Administrators

Welcome, Planning Service Administrators!

Here’s a checklist to help you step through your Planning implementation, with links to documentation and other resources.

Note:

This checklist is meant to be a general guideline for tasks to be performed for a Planning implementation. It is assumed that the Identity Domain Administrator has created users and granted predefined roles. There may be more or fewer tasks required for this role on Day 1, depending on the involvement of implementation partners, your organization’s requirements, and the application design.

Implement Planning

Sign up for the Implementation Success Program

The Implementation Success Program (ISP) is a service led by EPM Development for customers that uses a series of checkpoints during your implementation. The program significantly increases the success rate of implementations by bringing in all EPM Development knowledge in an efficient way.

Read this and sign up: Enrolling in the Implementation Success Program (20 minutes)

Review and bookmark the Oracle Enterprise Performance Management Cloud Operations Guide

Open the Oracle Enterprise Performance Management Cloud Operations Guide and review and bookmark the Troubleshooting chapter for resolution information and the Requests chapter for optional updates.

Create an application

1. Establish the goals, key objectives, and scope of your application.

   Read this: Best Practices for Designing Your Application (15 mins)

   Watch this video: Designing Planning Applications in Oracle Planning and Budgeting Cloud (5:40)

2. From the landing page, create a custom Planning application via the Application Creation wizard (includes setting up start/end year, planning frequency, currency, customizing dimensions, and other settings).

   Read this: Creating an EPM Enterprise Cloud Service Application (15 mins)

   Do this tutorial: Creating the Enterprise Planning Business Process (60 mins)

   Watch this video: Setting Up Planning in Cloud EPM (4:39)

Set preferences, variables, and dimensions

1. Set default preferences for Planning users and many aspects of the application and system, and create announcements for users.

   Read this: What Application and System Settings Can I Specify? (15 mins)

   Watch this video: Setting User Preferences in Planning (3:20)

2. Set up dimensions.

   Read this: Editing Dimensions in the Simplified Dimension Editor (15 mins)

   Do this tutorial: Managing Dimensions in Planning (35 mins)

   Watch this video: Setting Up Dimensions in Planning (7:40)

3. Set up substitution variables.

   Read this: Creating and Assigning Values to Substitution Variables (10 mins)

Set up user access

Grant application-specific roles and assign access permissions to users, groups, and Planning artifacts.

• Read this: Managing Role Assignments at the Application Level (15 mins)

• Read this: Setting Up Access Permissions (15 mins)

• Do this tutorial: Setting Up Security in Planning (75 mins)

• Watch this video overview: Understanding Security and Roles in Planning (2:24)

Load data and configure

1. Load or enter data.

   Do this tutorial: Entering Planning Data (15 mins)

   Do this tutorial: Loading Data in Planning (60 mins)

   Watch this video: Entering and Saving Data in Planning (3:53)

2. Build effective and efficient business rules.

   Read this: About Calculation Manager (20 mins)

   Watch this video: Building Effective and Efficient Calculations in Oracle Planning and Budgeting Cloud (10:01)

3. Create forms, dashboards, and/or infolets for entering data.

   Read this: Creating Simple Forms (15 mins)

   Do this tutorial: Designing Forms and Managing Task Lists in Planning (55 mins)

Perform tasks

The following tasks may be done in any order and are optional depending on your application requirements and design:

• Create tasks lists to guide users through the planning process.

  Read this: Administering Task Lists (20 mins)

  Do this tutorial: Designing Forms and Managing Task Lists in Planning (55 mins)

• Set up an approvals process for plans.

  Read this: About the Approvals Process (15 mins)

  Do this tutorial: Managing Approvals in Planning (20 mins)

• Set up navigation flows to control how roles or groups interact with Planning.

  Read this: Understanding Navigation Flows (20 mins)

  Watch this video: Designing Navigation Flows in Planning (3:59)

• Browse the Table of Contents in the Administering Planning guide to see if other tasks are required for your implementation.

  Browse this: Administering Planning (30 mins)

Communicate with your users

When the application is ready for use, broadcast the URL of the environment to users.

Follow your company’s process for communicating with users.