Table of Contents

• Title and Copyright Information
• Documentation Accessibility
• Documentation Feedback
• 1 Creating and Running an EPM Center of Excellence
• Part I Getting Started with Enterprise Profitability and Cost Management
  • About Enterprise Profitability and Cost Management
  • About Enterprise Profitability and Cost Management Applications
  • Launching the Application
  • About the Home Page
  • About the Standardized Cloud EPM Platform Artifact Pages
  • Using Dynamic Tabs
  • Considerations When Using the Application Interface
  • Downloading and Installing Smart View
  • Managing Your Enterprise Profitability and Cost Management Implementation
  • De-Support of Legacy Features
• Part II Creating and Managing Applications
  • 2 Creating an Enterprise Profitability and Cost Management Application
    • Application Design Best Practices
    • About Creating an Application
    • Configuring Your Environment
    • Selecting What Type of Application to Create
    • Creating the Sample Application
    • Creating a New Application
      • Entering a Name and a Description
      • Setting Up the Calendar
      • Setting Up Currencies
      • Reviewing Application Information
  • 3 Managing Applications
    • Application Overview
    • Managing Cubes
      • About Cubes in Enterprise Profitability and Cost Management
      • Creating Cubes
      • Clearing Cubes
        • About Clearing Cubes
        • Creating Clear Cube Jobs
        • Submitting a Clear Cube Job
        • Deleting a Clear Cube Job
        • Scheduling Clear Cube Jobs
      • Improving Cube Performance
        • Compacting the Outline
        • Merging Data Slices
        • Optimizing Aggregation for the PCM_CLC Calculation Cube
        • Optimizing Aggregation for the PCM_REP Reporting Cube
    • Managing Dimensions
      • Dimension Overview
        • About Dimensions and Members in Enterprise Profitability and Cost Management
        • About Dimension Hierarchies
        • Hierarchy Types
        • Dimension Top Levels
      • Best Practices When Designing Dimensions
      • Creating a Dimension
      • Accessing the Dimension Editor
      • Reviewing Dimensions
      • Editing Dimension Properties
      • Working with Members
        • Adding Members to a Dimension
        • Adding "No<dimname>" Members
        • Editing Member Properties
        • Deleting Members
        • Adding Shared Members
        • Assigning Access to Dimension Members
          • Adding, Editing, and Removing Access to Members
          • About Effective Access Permissions for Shared Members
        • Working in the Edit Member Properties Grid
          • Switching to Another Dimension
          • Customizing the Column Layout
          • Context Menu Options
          • Viewing Ancestors
          • Showing Member Usage in an Application
          • Focusing Your Editing
          • Finding Members
          • Moving Members
          • Sorting Members
          • Moving Members to Another Hierarchy
          • Working with Member Formulas
          • Copying Member Names from Microsoft Excel
      • Working with Attributes
        • About Attributes
        • Understanding Attribute Data Types
        • Creating an Attribute Dimension
        • Adding or Editing Attribute Dimension Members
        • Working with User-Defined Attributes (UDAs)
      • Importing and Exporting Dimension Metadata
        • Importing Metadata
          • About the Metadata Import File
          • Example Entity Dimension Import File
          • Other Supported Delimiter Characters
          • Loading the Metadata Import File
        • Exporting Metadata
    • Viewing Activity Reports
    • Importing and Exporting Data
      • Importing Data
      • Driver Member Casting Errors
      • Exporting Data
      • Viewing Data Import and Export Status
    • Importing Exchange Rates for a Multicurrency Application
    • Uploading and Downloading Files Using the Inbox/Outbox Explorer
    • Refreshing the Application Database
    • Validating Metadata
    • Removing an Application
  • 4 Managing Application and System Settings
    • About Managing Application and System Settings
    • Application Settings
    • System Settings
    • Calculation Options Settings
      • Defining Logical Clear Versus Physical Clear
      • Enabling Allocation Rule Non Empty Tuple
  • 5 Defining Valid Intersections
    • Understanding Valid Intersections
      • Valid Intersection Groups
      • Valid Intersection Rules
      • Anchor and Nonanchor Dimensions
      • Valid Intersection Examples
      • Redundancy or Overlap in Valid Intersection Rules
      • Shared Members and Valid Intersection Rules
      • Substitution Variables and Valid Intersection Rules
      • Evaluation Order
    • Creating Valid Intersections
    • Managing Valid Intersections
      • Viewing Valid Intersections
      • Filtering Valid Intersections
      • Importing and Exporting Intersections
      • Changing the Valid Intersection Group Evaluation Order
      • Disabling and Enabling Valid Intersection Groups
      • Editing Details for a Valid Intersection Group
      • Duplicating Valid Intersection Groups
      • Deleting a Valid Intersection Group
    • Suppressing Invalid Data in Forms
    • Clearing Invalid Data
      • About Invalid Data
      • Working With Invalid Intersection Reports
      • Clearing Data at Invalid Intersections
    • Working with Valid Intersections
      • Working with Valid Intersections in Application Forms
      • Working with Valid Intersections in Calculation Manager Rule Runtime Prompts
  • 6 Administering Data Integration
    • Creating File-Based Integrations
    • Defining Data Maps
  • 7 Managing Jobs
    • About Jobs
    • Job Types
    • Accessing the Jobs Console
    • Scheduling Jobs
      • Scheduling Jobs to Run Now
      • Scheduling Jobs to Run Later
      • Scheduling Hourly Jobs
    • Viewing Pending Jobs and Recent Activity
    • Viewing Task Manager Jobs
    • Editing and Deleting Jobs
    • Exporting Job Console Files
    • Exporting Supplemental Diagnostics
• Part III Building and Calculating Models
  • 8 Creating and Managing Models
    • About Models
    • Creating a Model
    • Managing Models
    • Generating a Model Documentation Report
    • Generating a Model Comparison Report
  • 9 Creating and Managing Rules
    • About Rules
    • Types of Rules
    • Rule and Rule Member Considerations
    • Dimension and Member Requirements When Creating Rules
    • Understanding Model and Rule Set Context
    • Understanding How System Dimensions Are Used in Rules
      • Overview of the PCM_Rule and PCM_Balance System Dimensions
        • PCM_Rule Dimension
        • PCM_Balance Dimension
      • Understanding PCM_Balance Dimension Members
        • PCM_NetBalance
        • PCM_Remainder
        • PCM_System
      • PCM_Balance Example
    • Creating Allocation Rules
      • About Creating Allocation Rules
      • Creating an Allocation Rule Definition
      • Defining an Allocation Rule Source and Destination
        • Best Practices for Allocation Rule Source and Destination
        • Defining an Allocation Source
        • Defining an Allocation Destination
          • Setting the Destination to Same As Source
          • Allocating to Parent/Siblings
          • Using Shadow Parent Members in Hierarchy Allocation
          • Defining Member Matching Expressions
        • Managing Filters for Source and Destination Members
        • Allocation Source/Destination Example
      • Defining an Allocation Rule Driver
        • Best Practices for Allocation Rule Drivers
        • Allocation Rule Driver Example
        • Using Substitution Variables in an Allocation Rule Driver
      • Defining an Allocation Rule Offset
        • Best Practices for Allocation Rule Offsets
        • Allocation Offset Example
      • Validating Allocation Rules
      • Running a Rule Data Validation Report for Allocation Rules
      • Using Ad Hoc to Analyze Allocation Rule Data
    • Creating Custom Calculation Rules
      • About Creating Custom Calculation Rules
      • Creating a Custom Calculation Rule Definition
      • Defining a Custom Calculation Rule Target
        • Managing Filters for Target Members
        • Formula Syntax for Custom Calculation Rules
        • Skipping Empty Tuples to Optimize Custom Calculations
      • Validating Custom Calculation Rules
      • Using Ad Hoc to Analyze Custom Calculation Rule Data
    • Creating Rule Sets
      • About Rule Sets
      • Rule Set Design Best Practices
      • Creating a Rule Set
    • Creating Multiple Rules
    • Creating Multiple Rule Sets
    • Using the Rule Designer
      • About the Rule Designer
      • Using the Waterfall Setup Tab
        • Editing a Rule or Rule Set
        • Copying a Rule or Rule Set
        • Deleting a Rule or Rule Set
      • Using the Mass Edit Tab
        • Filtering Which Rules Are Displayed
        • Adding Members to Rules
        • Replacing Members in Rules
        • Copying Rules to a Rule Set
        • Copying Rules to a Model
        • Enabling and Disabling Rules
        • Viewing Rules Jobs
    • Viewing Rule Definitions
    • Renaming Rules
  • 10 Running Model Validation
    • About Model Validation
    • Validating Models
    • Validation Errors and Warnings
  • 11 Calculating Models
    • About Calculating Models
    • Understanding Points of View
    • Using the Calculation Control Page
      • Filtering Which Points of View Are Displayed
      • Creating a Point of View
      • Editing a Point of View
      • Deleting a Point of View
      • Clearing a Point of View
      • Copying a Point of View
      • Viewing Point of View Jobs
    • Calculating a Model
    • Viewing Run Calculation Jobs
    • Canceling a Calculation Job
    • Preferences Related to Calculation Performance
  • 12 Analyzing Calculations
    • About Calculation Analysis
    • Filtering Which Calculation Records Are Displayed
    • Generating a Calculation Statistics Summary Report
    • Generating a Calculation Statistics Diagnostics Report
    • Generating a Model Snapshot Documentation Report
    • Generating a Compare Snapshot with Current Model Report
    • Generating a Compare Model Snapshots Report
    • Creating a Model from a Snapshot
    • Editing Comments
    • Re-Running Calculations
    • Providing Feedback
    • Analyzing Calculation Performance
      • Creating a Job Dashboard Report
      • Creating a Job Comparison Dashboard Report
  • 13 Viewing Rule Balancing Reports
    • About Rule Balancing
    • Generating a Rule Balancing Report
    • Using Data Forms with Rule Balancing
      • Designing Data Forms for Rule Balancing
      • Best Practices for Designing Rule Balancing Data Forms
      • Selecting a Data Form
      • Analyzing or Editing a Data Form
  • 14 Using Profitability and Cost Management (PCM) Agent
    • About Profitability and Cost Management (PCM) Agent
    • Enabling Profitability and Cost Management (PCM) Agent
    • Accessing Profitability and Cost Management (PCM) Agent
    • Creating, Confirming, and Running Modeling and Analysis Commands
      • User Request Best Practices
      • Using Smart Lookup When Creating a User Request
      • Filtering Rules When Creating a User Request
      • Saving User Requests As a Job
      • User Request Examples
        • User Request to Create Rule Sets
        • User Request to Create Rules
        • User Request to Run a Calculation
        • User Request to a Add Member
        • User Request to List Rules
        • User Request to Create a Job
        • User Request to Copy a POV
        • User Request to Clear a POV
        • User Request to Delete a POV
    • Configuring PCM Agent for Specific Tasks
• Part IV Analyzing Data
  • 15 Working with Data in Forms
    • You Enter Data in Forms
    • About Forms Versions
    • Viewing Forms
    • Exporting Data to Microsoft Excel
    • Working in Forms 1.0
      • Selecting Different Data to Work With
      • Understanding Form Colors
      • Viewing Server Status on Forms
      • Navigating Quickly in a Form
      • Basics of Working With Data
        • About Entering Data
          • Entering Different Kinds of Data
          • Entering Data Quickly Using Commands
          • Searching in Forms
          • Selecting Cell Ranges
          • Copying and Pasting Data
        • Dynamically Setting User Variables
        • Using Data with Forms
        • More Ways to Manipulate Values
        • Entering Data for Suppressed or Excluded Members
        • Getting the Latest Data
        • About Calculating Data
        • How Totals are Calculated
        • Reviewing Data
        • Personalizing How Data Displays
          • Emphasizing Data with Formatting
          • Hiding Rows or Columns That Have No Data or Zeros
          • About Cells That Have No Data
        • Printing Data
      • More About Working With Data
        • Viewing Member Formulas
        • Working with Business Process Data in Excel
          • Using Your Own Excel Formulas in the Business Process
          • About Smart View Formatting in Web Forms
          • Copying and Pasting Data Between Microsoft Excel and Your Business Process Forms
        • Drilling Through to Source Data
        • Cell Icons
        • Resolving Data Validation Errors
        • Pushing Data for Reporting
        • About Cell Comments
        • Working with Attachments
        • Searching for Forms, Dashboards, and Infolets
        • Why Cells May Be Read-Only
        • Seeing What's Changed
    • Working in Forms 2.0
      • Working with the Global Toolbar in Forms 2.0
      • Working with the Quick Toolbar in Forms 2.0
      • Working with POVs in Forms 2.0
      • Opening the Member Selector in Forms 2.0
      • Performing Calculations Without Having to Submit Your Changes (Calc on the Fly)
      • Printing Data in Forms 2.0
    • Managing Data Validation and Format Rules in Forms
      • About Data Validation Rules
        • Creating and Updating Data Validation Rules in Forms
        • Formatting Cells
        • Viewing Data Validation Rules
        • Order of Evaluation and Execution for Data Validation Rules
        • Conditions Supported by the Rule Builder
          • If Condition Values
          • Then Condition Values
          • Range Condition Values
          • Format Condition Values
        • Data Validation Conditional Operators
        • Data Validation Rule Scenarios
      • About Format Rules in Forms
        • Creating and Updating Format Rules in Forms
        • Cell Formatting Options in Forms
        • Viewing Format Rules
        • Order of Precedence for Format Rules
        • Applying Format Rules to Forms at Runtime
        • Format Rule Scenarios
  • 16 Working with Reports
    • About Reports
    • Accessing Reports and Viewing the Reports Repository
    • Managing Folders and Reports
    • Reports Books and Bursting
    • Managing Fonts
  • 17 Designing and Working with Dashboards
    • Designing Dashboards
      • The Power of Dashboards
      • Creating and Managing Dashboards
        • About Dashboard Versions
        • Viewing Dashboards - Standardized Interface
        • Viewing Dashboards - Legacy Interface
        • Converting Dashboard 1.0 Dashboards to 2.0
      • Creating and Managing Dashboards 1.0
        • Concepts in Designing 1.0 Dashboards
        • Creating Dashboard 1.0 Dashboards
        • Creating Dashboards Containing Master Forms and Details
        • About Your Dashboard's Layout - Version 1.0
        • About the Gauge Chart Type
        • About the Tile Chart Type
        • Customizing Dashboard Colors
        • About Global and Local POVs in 1.0 Dashboards
        • Dashboard POVs and Valid Intersections
      • Creating and Managing Dashboards 2.0
        • Concepts in Designing Dashboard 2.0 Dashboards
          • Object Palette
          • Dashboard Toolbar
          • Dashboard Workspace
          • Properties Panel
          • Dashboard Components
        • Considerations for Dashboard 2.0
        • Creating Dashboard 2.0 Dashboards
        • Working with the Member Selector When Designing Dashboards 2.0
        • About Forms 2.0 Grids in Dashboard 2.0
        • Using Tables in Dashboards
        • About Global and Local POVs in Dashboard 2.0
        • About Quick Analysis
        • About Dashboard Charts
          • About the Geomap Chart Type
          • About the Pyramid Chart Type
          • About the Waterfall Chart Type
          • About the Gauge Chart Type for Dashboard 2.0
          • About the Radar Chart Type for Dashboard 2.0
          • About the Combination Chart Type for Dashboard 2.0
          • About the Tile Chart Type for Dashboard 2.0
        • Dashboard Design Guidelines
          • Dashboard Types
            • Read-Only Dashboards
            • Read-Only Dashboard Examples by User
            • Write-Enabled Dashboards
            • Write-Enabled Dashboard Examples
          • Dashboard Layout Guidance
          • Dashboard Styles
          • Color Sequencing in Charts
          • Recommendations for Improving Dashboard Design
            • Chart Sizing
            • Readability
            • Spacing and Alignment
            • Consistency
          • Summary
    • Using Dashboards to Work with Data
      • Understanding Dashboards
      • About Dashboard Versions
      • Viewing Dashboards
      • Working with Dashboard 1.0 Dashboards
      • Working with Dashboard 2.0 Dashboards
        • Working with the Dashboard 2.0 Global Toolbar
        • Working with Dashboard 2.0 Components
        • Working with Forms 2.0 Grids in Dashboard 2.0
        • Drilling Through on Charts and Legends
        • Working with POVs in Dashboard 2.0
        • Opening the Member Selector in Dashboards 2.0
        • Working with Dashboard 2.0 Dashboards in Navigation Flows
        • Working with Master Forms and Details in Dashboard 2.0 Components
        • Support for Valid Intersections in Dashboard 2.0 Dashboards
        • About Quick Analysis
        • Drilling into Ad Hoc from a Dashboard 2.0 Chart
  • 18 Viewing Key Information with Infolets
    • About Infolets
    • Anatomy of an Infolet
    • About Infolet Views
    • About the Infolet Dots
    • Determining Infolet Content
      • Designing Forms for Infolets
      • Designing Charts for Infolets
    • Using the Infolets Designer
    • Creating Infolets
    • Working with Infolets - Standardized Interface
    • Customizing the Interface to Access Infolets
    • Setting Your Default Infolet
  • 19 Configuring and Working with IPM
    • Configuring IPM Insights
      • About IPM
      • Enabling AI for Insights in Enterprise Profitability and Cost Management
      • About IPM Insights
        • Considerations for IPM Insights
      • About Using Calendars and Events in IPM Insights
      • Configuring Calendars and Events
      • Configuring IPM Insights
        • Considerations for Defining the Slice for Insights
        • Configuring Additional Insight Settings
      • Running and Scheduling Insights
      • Managing Insight Definitions and Generated Insights
      • Managing Tags
    • Using IPM Insights to Inform Your Decision-Making
      • Analyzing Insights
        • Summarizing Insights with Generative AI
      • Searching and Filtering the Insights Dashboard Display
      • Collaborating with Insights Using Tags
    • IPM Insights Metrics
      • IQR (Interquartile Range)
      • MAD (Mean Absolute Deviation)
      • MAPE (Mean Absolute Percentage Error)
      • ME (Mean Error)
      • Modified Z-Score
      • MPE (Mean Percentage Error)
      • RMSE (Root Mean Squared Error)
      • RPD (Relative Percentage Difference)
      • Standard Variance
      • TOTD (Total Deviation)
      • TOTPD (Total Percentage Difference )
      • Z-Score
      • Impact Magnitude Thresholds
  • 20 Using Ad Hoc for Data Entry and Analysis
    • Get Started Performing Ad Hoc
    • Creating an Ad Hoc Grid
    • Submitting Ad Hoc Data and Saving the Grid Definition
    • Performing Calculations Without Having to Submit Your Changes (Calc on the Fly)
    • Accessing an Ad Hoc Grid
    • Designing Ad Hoc Grids
      • Opening the Member Selector in Ad Hoc Grids
      • Selecting Period-to-Date Members
      • Filtering Column Members
      • Pivoting Dimensions
      • About Shared Members
        • Zooming in on Shared Members
      • Setting Properties for Ad Hoc Grids
    • Ad Hoc Grid Keyboard Shortcuts and Quick Data Entry Commands
    • Applying Rules to Ad Hoc Grids
    • Adding Comments and Attachments
    • Adjusting Values
    • Using Ad Hoc Action Menus
    • About Using Line Item Details
      • Adding Line Item Details
      • Working with the Structure of Line Item Details
      • Order of Line Item Details
      • Incorrectly Entering Line Item Details
      • Correctly Entering Line Item Details
      • Totaling When Line Item Details Cells are Blank
    • Printing Ad Hoc Grids
    • Using Free-Form Ad Hoc
  • 21 Working with Profit Curves
    • About Profit Curves
    • Designing Data Forms for Profit Curves
    • Creating a Profit Curve
    • Managing Profit Curves
    • Generating Profit Curves
  • 22 Tracing Allocations
    • About Trace
    • Designing Data Forms for Trace
    • Viewing Allocation Trace Results
  • 23 Using Smart View to Import and Edit Application Metadata
    • About Using Smart View to Work with Application Metadata
    • Using Smart View Grids to Import and Edit Application Metadata
      • About the Smart View Grid
      • The Smart View Grid and Ribbon Display
      • Guidelines for Using the Smart View Grid
      • Default Metadata Dimension Member Properties
    • Importing Dimensions in Smart View
      • Importing Dimensions in Smart View for Office
      • Importing Dimensions in Smart View (Mac and Browser)
    • Editing Members in Smart View
    • Adding Application Members in Smart View
      • Adding Members in Smart View
      • Guidelines for Adding Members in Smart View
    • Moving Members in Smart View
      • Guidelines for Moving Members in Smart View
    • Working with Attribute Dimensions
      • Adding Attribute Dimension Members in Smart View
        • Adding Attribute Dimension Members in Smart View for Office
        • Adding Attribute Dimension Members in Smart View (Mac and Browser)
    • Designating Shared Members in Smart View
    • Refreshing Databases
      • Refreshing Databases in Smart View for Office
      • Refreshing Databases in Smart View (Mac and Browser)
    • Planning Admin Extension and Office AutoCorrect
• Part V Using Tools
  • Customizing Your Display
  • Working with Variables
    • Working with Substitution Variables
      • About Substitution Variables
      • Creating and Assigning Values to Substitution Variables
      • Deleting Substitution Variables
    • Working with User Variables
      • About User Variables
      • Creating User Variables
      • Managing User Variables
      • Setting Limits for User Variables on Forms
      • Deleting User Variables
  • Announcing Upcoming Events
  • Managing Access Control
  • Designing Custom Navigation Flows
    • Understanding Navigation Flows
      • What Can Be Customized in the Business Process Interface?
      • Navigation Flow Customization Categories
      • Navigation Flow Permissions
      • Predefined Navigation Flows
      • Understanding Navigation Flow Status after Import
    • Viewing and Working with Navigation Flows
      • Navigation Flow Design Best Practices and Naming Considerations
      • Creating and Duplicating Navigation Flows
      • Editing a Navigation Flow
      • Activating and Deactivating Navigation Flows
      • Previewing the Runtime View of a Navigation Flow for a User
      • Using Validate to Find Missing Artifacts in Navigation Flows
      • Resolving Navigation Flows that Display a Warning Icon
      • Customizing Labels for Cards, Tabs, and Clusters
      • Customizing Icons for Cards and Vertical Tabs
      • Hiding and Unhiding Clusters, Cards, and Tabs
      • Changing the Display Order of Cards on the Home Page
      • Adding Cards
      • Adding Tabs
      • About Using URLs to Embed Third-Party Pages in Cloud EPM Applications
      • Removing Navigation Flows, Cards, and Tabs
      • Grouping Cards into Clusters
      • Reloading a Navigation Flow
      • Switching Navigation Flows at Runtime
      • Sharing the Current Page URL for Cards, Tabs, and Sub Tabs
  • Setting the Daily Maintenance Process Time
    • Scheduling Daily Maintenance
  • Connecting Environments in Cloud EPM
    • About Connecting Cloud EPM Environments
    • Considerations for Migrating Cloud EPM Connections
    • Creating, Editing, and Deleting Connections to Other Cloud EPM Environments
    • Connecting to External Web Services
    • Specifying Advanced Options for External Connections
    • Navigating Across Cloud EPM Environments
    • Customizing Navigation Flows to Access Other Cloud EPM Environments
      • Grouping Cards from Other Cloud EPM Environments into Clusters
      • Configuring Cards with Tabs from Multiple Cloud EPM Environments
    • Using Direct URLs to Integrate Connected Environments
      • Copying Direct URLs for Artifacts
      • Exporting All URLs to a CSV File
  • Using Migration
  • Cloning Your Environment
  • Auditing Tasks and Data
    • Auditing Overview
    • Enabling Audit Tracking
    • Viewing Audit Details
  • Setting User Preferences
    • About Setting User Preferences
    • General Preferences
    • Display Preferences
    • Notifications
    • Ad Hoc Options
    • User Variables
    • Report Preferences
    • Form Printing Preferences
• Part VI Creating and Managing Business Rules
  • About Business Rules
  • 24 Using Business Rules
    • Creating, Validating, and Deploying Business Rules
    • Managing Business Rule Security
      • Assigning Access to Individual Business Rules
      • Assigning Access to Folders Containing Several Business Rules
    • Enabling Business Rules Notifcation
    • Launching Business Rules
      • Launching Business Rules From the Business Rules Page
      • Launching Business Rules From a Form
        • Adding and Removing Rules in Forms
        • Setting Business Rule Properties
      • Launching Business Rules From the Job Scheduler
      • Launching Business Rules from Dashboards 1.0
    • Viewing Rules Usage
  • 25 Resources for Designing Groovy Business Rules
    • About Groovy Business Rules
    • Java API Reference for Groovy Rules
    • Validating Groovy Scripts
    • Groovy Business Rule Examples
    • Groovy Business Rule Tutorial Videos
    • Groovy Business Rule Tutorials
    • Groovy Rule Business Scenarios
      • Moving Modified Data Using Groovy Rules and Smart Push
      • Calculating Modified Data Using Groovy Rules
• Part VII Administrative Tasks Accessed from the Navigator
• Part VIII Setting Up Access Permissions and Data Security
  • 26 About Managing Access and Data Security
    • About Predefined Roles
    • About Application Roles
    • Managing Application Ownership
  • 27 Working with Access Permissions
    • Types of Access Permissions
    • About Assigning Access Permissions
    • Application Artifacts That Can Be Assigned Permissions
    • Adding, Changing, and Removing Permissions to Artifacts and Folders
    • Enabling or Disabling Security for Dimensions
      • Assigning Security to Dimension Members
      • About Effective Access Permissions to Shared Members
      • Defining Cell-Level Security
        • Understanding Cell-Level Security
        • Creating Cell-Level Security Definitions
        • Viewing Cell-Level Security Definitions
        • Filtering Cell-Level Security Definitions
        • Importing and Exporting Cell-Level Security Definitions
        • Testing Cell-Level Security
        • Reordering the Cell-Level Security Definitions List
    • Reporting on Access Permissions
• Part IX Administering and Working with Task Manager
  • Overview of Using Task Manager with Enterprise Profitability and Cost Management
  • 28 Administering Tasks with Task Manager
    • Setting Up Task Manager
      • Task Manager Terms
      • Task Manager Overview
      • Sample Task Flows
      • Managing Task Manager Views, Lists, and Filters
        • Viewing Task Manager Lists
        • Column Definitions for Task Manager
      • Managing Task Manager System Settings
        • Managing Global Integration Tokens
          • Creating a Global Integration Token
          • Deleting a Token
        • Managing Task Manager Organizational Units
          • Adding Organizational Units
          • Importing Organizational Units
          • Selecting an Organizational Unit
        • Managing Holiday Rules for Tasks
          • Creating Holiday Rules
          • Applying a Holiday Rule to an Organizational Unit
          • Applying a Holiday Rule to a Schedule Template
          • Importing Holiday Dates
          • Editing Holiday Rules
          • Duplicating Holiday Rules
          • Deleting Holiday Rules
        • Changing Configuration Settings
          • Allowing Editing and Deleting Comments
          • Allowing Task Deletions
          • Enabling Application Dimension Alias
          • Enabling Artifact Labels
          • Enabling Email Notifications
            • Managing Notification Types and Settings
          • Setting Task Manager Governors
          • Allowing Reassignment Request Approvals
          • Reopening Tasks
          • Settings for Task Manager Reports
          • Setting Export to Excel Format
          • Specifying Task Display in Smart View
          • Displaying Upcoming Tasks in Worklist and Welcome Panel
        • Using Oracle Cloud Object Storage to Store Attachments
          • About Using Oracle Cloud Object Storage to Store Attachments
          • Understanding What is Stored on OCI Object Storage
          • Steps to Use OCI Object Storage with Enterprise Profitability and Cost Management
            • Setting Up OCI Object Storage
            • Setting Up OCI Object Storage in Enterprise Profitability and Cost Management
          • Using Replication for Your Object Storage Bucket
      • Managing Task Manager Attributes
        • Defining Task Manager Attributes
        • Defining Calculation Attributes
        • Importing List Attributes
        • Editing Attributes
        • Duplicating Attributes
        • Deleting Attributes
        • Viewing Attributes
        • Searching for Attributes
      • Managing Artifact Labels in Task Manager
    • Managing Task Types
      • Task Types
      • Creating Task Types
        • Setting Task Type Properties
        • Setting Task Type Parameters
        • Specifying Task Type Instructions
        • Specifying Task Type Questions
        • Assigning Task Type Attributes
        • Working With Task Type Rules
      • Viewing Task Type History
      • Editing Task Types
      • Viewing Task Types
      • Searching for Task Types
      • Importing Task Types
      • Exporting Task Types
      • Deleting Task Types
    • Managing Task Templates
      • Creating Task Templates
        • Setting Template Properties
        • Specifying Template Instructions
        • Assigning Viewers to Templates
        • Applying Template Attributes
        • Specifying Day Labels
        • Embedding Templates
        • Working With Template Rules
        • Viewing Template History
      • Opening Templates
      • Adding Tasks to Templates
      • Editing Templates
      • Importing Tasks into Templates
      • Task Import File Format
      • Exporting Tasks to Microsoft Excel
      • Reassigning Users in Templates
      • Creating Schedules from Templates
        • Using the Override Parameter Option When Creating Schedules from Templates
      • Manually Validating Templates
      • Viewing Task Manager Templates
      • Searching for Templates
      • Deleting Templates
    • Managing Tasks
      • Creating Tasks
        • Setting Task Properties
        • Setting Task Parameters
        • Specifying Task Instructions
        • Selecting the Workflow
        • Adding Task Questions
        • Setting Task Viewers
        • Setting Task Predecessors
        • Applying Task Attributes
        • Working With Task Rules
      • Viewing Task History
      • Working with the Task Dialog Box
      • Importing and Exporting Tasks
      • Editing Tasks
      • Adding Attachments
      • Sorting Tasks
      • Searching for Tasks
      • Moving Tasks
      • Cutting, Copying, and Pasting Tasks
      • Reopening Manual and Automated Tasks
      • Submitting Tasks
      • Approving or Rejecting Tasks
      • Claiming or Releasing Tasks
      • Managing Task Reassignments
      • Automated Task Execution
      • Canceling Tasks
      • Deleting Tasks
      • Managing Services
    • Managing Schedules
      • Manually Creating Schedules
        • Setting Schedule Properties
        • Adding Instructions to Schedules
        • Assigning Schedule Viewers
        • Applying Schedule Attributes
        • Adding Day Labels
        • Working With Schedule Rules
      • Setting Required Task Parameters
      • Opening Schedules
      • Editing Schedules
      • Adding Tasks to Schedules
      • Importing Tasks into Schedules
      • Updating Tasks in Schedules
      • Reassigning Users in Schedules
      • Authorizing Process-Automated Tasks
      • Setting Schedule Status
      • Viewing Schedule History
      • Validating Schedules
      • Locking Schedules
      • Viewing Schedules
      • Searching for Schedules
      • Deleting Schedules
    • Managing Task Manager Integrations
      • Managing Integrations with Cloud EPM Services
        • Adding Pre-built Integrations in Cloud EPM
        • End User Integrations for Cloud EPM
        • Automation Integrations for Cloud EPM
        • Copy and Delete Integration Files
      • Managing Integrations with Cloud Applications
        • End User Integrations for Oracle Cloud ERP
        • Event Monitoring Integrations for Oracle Cloud ERP
      • Creating Custom Integrations
        • Creating End User Integration
        • Creating Custom Process Automation Integrations
        • Creating Custom Event Monitoring Integrations
      • Working with Integrations
        • Creating Integrations
          • Setting Integration Properties
          • Setting Integration Parameters
        • Viewing Integrations
        • Editing Integrations
        • Searching for Integrations
        • Validating Integrations
        • Deleting Integrations
      • Managing Connections
        • Adding Connections
        • Editing Connections
        • Deleting Connections
    • Managing Alert Types for Task Manager
      • Creating Alert Types
        • Setting Alert Type Properties
        • Specifying Alert Type Instructions
        • Selecting the Alert Type Workflow
        • Assigning Alert Type Viewers
        • Adding Questions for Alert Types
        • Applying Alert Type Attributes
      • Viewing Alert Type History
      • Viewing Alert Types
        • Column Definitions for Alerts
      • Editing Alert Types
      • Searching for Alert Types
      • Deleting Alert Types
    • Managing Views in Task Manager
    • Viewing Currencies in Task Manager
    • Using Reports
      • Generating Custom Reports for Task Manager
        • Creating a Task Manager Query
        • Creating a Template
        • Setting Up a Report Group
        • Creating a Report
        • Searching and Filtering Queries, Report Groups, or Reports
        • Generating the Report
        • Understanding Reports Security
        • Using Task Manager Report Binders
          • Generating Report Binders
          • Viewing Report Binders
      • Generating Cloud EPM System Reports for Task Manager
    • Working with Views and Filters
      • Working with Filters
        • About Filters
        • Viewing the Existing Saved Filters
        • Creating a New Filter
        • Using the Filter Bar to Adjust Your View
        • Clearing Filter Conditions
        • Removing a Filter
        • Editing a Filter
        • Duplicating a Filter
        • Saving a Filter
        • Applying a Saved Filter
        • Publishing a Filter
        • Deleting a Filter
        • Displaying Columns for Filters
        • Reordering Columns for Filters
      • Working with Views
        • About Views
          • About Filtering Data in Views
        • Working With List Views
          • About List Views
          • Customizing the List View
          • Task Manager Example: Customizing the List View for Schedule Tasks
        • Working with Pivot Views
          • About Pivot Views
          • Customizing a Pivot View
            • Setting Pivot View Properties
            • Setting Pivot View Layout
            • Specifying Pivot View Columns
          • Example: Viewing Organizational Units Based on Task Status
        • Working with Chart Views
          • Overview of Chart Views
            • About Chart Views
            • About Chart View Properties
            • Types of Chart Views
          • Creating Chart Views
            • Setting the Chart Layout
            • Setting the Chart Axis
            • Setting the Chart Legend
          • Example: Creating a Chart to Display Task Status by Month
          • Example: Creating a Chart to Display Plan versus Actual End Date
          • Example: Creating a Chart to Display Task Execution by Organization Unit
        • Working With Gantt Chart Views
        • Working With Calendar Views
        • Saving Views
        • Editing Saved Views
        • Deleting Views
        • Publishing Views
        • Setting a Default View
        • Exporting List Views and Pivot Views
    • Managing Dashboards
      • Overview of Operational Dashboards
      • Viewing and Opening Operational Dashboards
      • Operational Dashboards: Design Mode
      • Creating Operational Dashboards
        • Defining Operational Dashboard Properties
        • Defining Access to Operational Dashboards
      • Setting the Object Type Within Operational Dashboards
      • Specifying View Options for Operational Dashboards
      • Editing Operational Dashboards
      • Duplicating Operational Dashboards
      • Deleting Operational Dashboards
      • Exporting Operational Dashboards
      • Importing Operational Dashboards
      • Running Operational Dashboards
      • Displaying Columns for Viewing Operational Dashboards
      • Reordering Columns for Viewing Operational Dashboards
      • Copying a URL for Operational Dashboards
      • Applying Filters to Data Displayed Within Operational Dashboards
      • Example: Task Manager Operational Dashboard
        • Chart View: Task Completion - Plan vs Actual
        • Chart View: Tasks Completed Late
        • Chart View: Status by Workday
        • Chart View: Completion by Region
  • 29 Using Task Manager
    • Working with Task Manager
      • Task Manager Overview
      • Working with Tasks
        • Accessing Tasks
          • Viewing Tasks from the Home Page
          • Viewing the Worklist for Task Manager
          • Viewing Tasks from the Schedule Tasks Page
        • Updating Task Information
          • Viewing Task Properties
          • Viewing Instructions
          • Viewing Task Alerts
          • Viewing Task Attributes
          • Viewing Task Questions
          • Adding, Editing, and Deleting Comments for Tasks
          • Viewing Related Tasks
          • Viewing Parameters
          • Viewing Task History
        • Managing Tasks
          • Submitting Tasks
          • Approving or Rejecting Tasks
          • Claiming or Releasing Tasks
          • Reassigning Tasks
          • Reopening Tasks
          • Canceling Tasks
          • Setting Tasks to Force Close Status
        • Working with Tasks in Smart View
          • Creating Connections to the Smart View Extensions
          • Updating Tasks from Smart View
    • Working with Alerts
      • Creating Alerts
      • Updating Alerts
      • Creating an Alert on a Schedule
      • Alert Actions
      • Viewing Alerts from Alert List
      • Deleting Alerts
    • Working with Views and Filters
      • Working with Filters
        • About Filters
        • Viewing the Existing Saved Filters
        • Creating a New Filter
        • Using the Filter Bar to Adjust Your View
        • Clearing Filter Conditions
        • Removing a Filter
        • Editing a Filter
        • Duplicating a Filter
        • Saving a Filter
        • Applying a Saved Filter
        • Deleting a Filter
        • Displaying Columns for Filters
        • Reordering Columns for Filters
      • Working with Views
        • About Views
          • About Filtering Data in Views
        • Working With List Views
          • About List Views
          • Customizing the List View
          • Task Manager Example: Customizing the List View for Schedule Tasks
        • Working with Pivot Views
          • About Pivot Views
          • Customizing a Pivot View
            • Setting Pivot View Properties
            • Setting Pivot View Layout
            • Specifying Pivot View Columns
          • Example: Viewing Organizational Units Based on Task Status
        • Working with Chart Views
          • Overview of Chart Views
            • About Chart Views
            • About Chart View Properties
            • Types of Chart Views
          • Creating Chart Views
            • Setting the Chart Layout
            • Setting the Chart Axis
            • Setting the Chart Legend
          • Example: Creating a Chart to Display Task Status by Month
          • Example: Creating a Chart to Display Plan versus Actual End Date
          • Example: Creating a Chart to Display Task Execution by Organization Unit
        • Working With Gantt Chart Views
        • Working With Calendar Views
        • Saving Views
        • Editing Saved Views
        • Setting a Default View
    • Working with Dashboards
      • Dashboard Overview
      • Task Overview Dashboard
      • Compliance Dashboards
      • Working With Operational Dashboards
        • Overview of Operational Dashboards
        • Viewing and Opening Dashboards
• Part X Appendices
  • 30 Best Practices
  • 31 Frequently Asked Questions (FAQ) about Enterprise Profitability and Cost Management
  • 32 Using the Member Selector
    • About Selecting Members
    • Selecting a Dimension
    • Defining Member Display Options
    • Searching for Members
    • Filtering Which Members Are Displayed
      • Filtering by Attributes
      • Filtering by Level
      • Filtering by Generation
      • Filtering by Member Relationship
        • Member Relationships
    • Making Member Selections
    • Selecting Members
      • About Selecting Members for Forms 1.0 and Dashboards 1.0
      • Member Relationships
      • Selecting Members
      • Considerations When Selecting Members
      • Selecting Attribute Values as Members
      • Selecting Substitution Variables as Members
      • Selecting User Variables as Members
  • 33 Naming and Character Restrictions
    • Naming Restrictions for Applications and Databases
    • Naming Restrictions for Dimensions, Members, and Aliases
    • Dimension and Member Names in Calculation Scripts, Report Scripts, Formulas, Filters, and Substitution Variables
    • Restrictions for User and Group Names
  • 34 Integrating Cloud EPM and Cloud EDM with Oracle Guided Learning
    • Enabling Context-Based Activation of OGL Guides in Cloud EPM
  • 35 Migrating from Profitability and Cost Management to Enterprise Profitability and Cost Management