Log in and Start Checklist for Enterprise Profitability and Cost Management Power Users

Welcome Enterprise Profitability and Cost Management Power Users!

Here’s a checklist to help you get going with Enterprise Profitability and Cost Management on Day 1 of your experience, with links to documentation and other resources.

Note:

This checklist is meant to be a general guideline for tasks to be performed on Day 1 after the Enterprise Profitability and Cost Management application is ready to use. It is assumed that the Enterprise Profitability and Cost Management business process, application, and dimensions have already been set up. There may be more or fewer tasks required for this role on Day 1, depending on your organization’s requirements, the application design, and the application roles you have been assigned.

Install clients and configure

1. Make sure your browser meets the prerequisites.

   Read this: Supported Browsers (3 mins)

   Read this: Setting Up Browsers (5 mins)

2. Optional. Install the EPM Automate utility to remotely perform tasks within Oracle Fusion Cloud EPM environments.

   Read this: Installing EPM Automate (5 min)

3. Install available clients as needed, such as:

   • Oracle Smart View for Office (may already be installed)

   • Product-specific extensions

   Read this: Available Clients and Utilities (5 mins)

   Read this: Downloading and Installing Clients (5 mins)

Login and setup

1. With the URL for the system provided by your administrator, access Oracle Fusion Cloud Enterprise Performance Management.

   Read this: Accessing Cloud EPM (5 mins)

2. Navigate around the Cloud EPM Home page and the Enterprise Profitability and Cost Management Home page.

   Read this: Exploring the User Interface (5 mins)

   Read this: About the Home Page (5 mins)

3. Connect to Smart View.

   Read these topics:

   • Connections (3 min)
   • Creating Shared Connections (10 min)
   • Creating Private Connections (10 mim)

   Watch this overview video: Leveraging Cloud EPM and On-Premise Data Using Smart View Connections (5 min)

Start using Enterprise Profitability and Cost Management

1. Create models.

   Read this: About Models (2 min)

   Read this: Creating a Model (3 min)

   Watch this video: Models and Modeling in Enterprise Profitability and Cost Management (5 min)

2. Create rules.

   Read this: Creating and Managing Rules (10 min)

3. Validate models.

   Read this: About Model Validation (2 minutes)

   Read this: Validating Models (3 minutes)

4. Calculate models.

   Read this: Calculating Models (10 min)

5. Analyze your calculations.

   Read this: About Calculation Analysis (5 minutes)

6. Validate results.

   Read this: Viewing Rule Balancing Reports (5 min)