Table of Contents

• Title and Copyright Information
• Documentation Accessibility
• Documentation Feedback
• 1 Creating and Running an EPM Center of Excellence
• 2 Overview of Report Packages
  • Learning About Report Packages
  • Why Use a Report Package?
  • What is a Report Package?
  • Report Package Components
    • Author Phase
    • Review Phase
    • Sign Off Phase
• 3 Report Package Design Considerations
  • Working with the Style Sample
  • Determining Development Phases
  • Identifying Doclets
• 4 Understanding Style Sample
  • Style Sample Overview
  • Uploading the Style Sample Document
  • Style Sample FAQs
• 5 Creating Report Packages
  • Creating the Report Package Structure
  • Specifying the Header, Footer, and Margins for PDF-based Report Packages
  • Adding and Organizing Report Package Content
    • Adding Doclets
    • Adding Supplemental Doclets
    • Adding Excel Content to a Reference Doclet
    • Adding a Management Report to a Reference Doclet
    • Adding an Automatic Table of Contents
    • Using Microsoft Word Styles for Heading Numbering across Doclets
    • Adding Sections
  • Adding Shared Variables to a Report Package
    • Adding Shared Variable Lists
    • Removing Shared Variable Lists
    • Changing the Value Set for a Shared Variable List
    • Setting the Maximum Number of Shared Variables
    • Adding Shared Variables
    • Removing Shared Variables
    • Converting a Shared Variable to a Static Variable
    • Converting a Static Variable to a Shared Variable
    • Remapping a Shared Variable
  • Refreshing Shared Variables
• 6 Managing Report Packages
  • Navigating the Report Center
  • Editing Properties
  • Managing the Author Phase
  • Managing the Review Phase
  • Managing the Sign Off Phase
  • Marking a Report Package Final
  • Publishing the Report Package and Deleting Working Papers
• 7 Distributing Report Package Content
  • Distribution Overview
  • Creating and Managing Distributions
  • Assigning Access to Distributions
  • Viewing Distributions
• 8 Working with the Sample Report Package
  • Sample Report Package Content
    • Sample Word Report Package
    • Sample PowerPoint Report Package
    • Sample PDF Report Package
  • Opening the Report Package
  • Working with the Report Center
  • Editing Report Packages
  • Working with the Style Sample Document
  • Working with Development Phases
• 9 Installing Samples
• 10 Creating and Learning About Reports
• 11 Learning About Shared Variables
  • Creating Shared Variable Lists
  • Managing Shared Variable Lists
    • Editing Variable Lists
    • Assigning Access to Variable Lists
    • Copying Variable Lists
    • Deleting Variable Lists
    • Exporting Variable Lists
    • Importing Variable Lists
    • Inspecting Variable Lists
• 12 Working with the Job Console for Report Packages
• 13 Overview of Smart View
  • Learning About Smart View
• 14 Overview of the Library
  • Learning About the Library
    • How to use the Library
    • Learning About the Navigation and Content Panes
    • Using Locator Links
    • Using the Action Menus
    • Making a copy of an existing Report Package
    • Moving a Report Package
    • Using the Create Menus
    • Working with Connections and Remote Libraries
    • Accessing other Users Libraries
    • Setting Default Views for Content Pane Folders and Artifacts
    • Using Audits
    • Searching the Library
    • Creating Artifacts in the Library
    • Organizing and Maintaining the Library
    • Taking Actions for Report Packages, Reports, and Applications
    • Migrating Folders and Artifacts
    • Inspecting Folders and Artifacts
    • Copying a URL to Clipboard
• 15 Migrating Artifacts
  • Migrating Artifacts from One Environment to Another Environment
  • Exporting and Downloading Artifacts Using the Library
  • Importing Artifacts into the New Environment Using the Library
  • Migrating Artifacts within the Same Environment
• 16 Performing an Audit
  • Creating a System Audit
  • Creating an Artifact or Folder Audit