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

Welcome Enterprise Profitability and Cost Management 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 data 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 for EPM Cloud (5 mins)

2. 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 Enterprise Performance Management Cloud.

   Read this: Accessing EPM Cloud (5 mins)

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

   Read this: Understanding the Home Page (5 mins)

   Read this: About the Enterprise Profitability and Cost Management Home Page (5 mins)

3. Connect to Smart View.

   Read these topics:

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

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

Start using Enterprise Profitability and Cost Management

View and analyze your Enterprise Profitability and Cost Management data using dashboards and reports.

1. Familarize yourself with the available analysis tools.

   Watch this video: Analyze Data in Enterprise Profitability and Cost Management (5 min)

2. Create reports.

   Read this: Working with Reports (5 min)

3. Create dashboards.

   Read this: Designing Dashboards (5 min)

4. View key information with infolets.

   Read this: Viewing Key Information with Infolets (5 min)

5. Analyze your data.

   Read this: Using Ad Hoc Grids for Data Entry and Analysis (5 min)

6. Create profit curves.

   Read this: Working with Profit Curves (5 min)

7. Trace allocations.

   Read this: Tracing Allocations (5 min)