Oracle EPM Financial Consolidation and Close

Use these checklists on your first day! Follow the steps to do initial tasks like set up your environment, log in, enter data, analyze forms and use reports. The checklists are organized by predefined roles for Service Administrators, Power Users, Users, and Viewers.

Select your predefined role, then use a checklist to get started on your first day.

Service Administrator

As a Service Administrator you are a technical leader. For example, you can manage application security for forms, journals, reports, dimensions, and integrations. You can create and migrate applications, set up maintenance and backups, and perform all functional activities.

Power User

As a Power User you are a department head or business unit manager in charge of a region. You manage several functional areas in Financial Consolidation and Close. For example, you can create and maintain forms, task lists, reports, control approval processes, perform actions on approval units and on journals, load data, and manage business rules.


As a User you are a data analyst. You can enter and submit data, analyze forms, drill through to source data, consolidate data, and create and submit journals.


As a Viewer you are an analyst or executive. For example, you can view and analyze data through forms and data access tools, including reports, journals, and ad hoc grids.