5 Log In and Start Checklist for FreeForm Power Users

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Welcome, FreeForm Power Users!

power user role

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


This checklist is meant to be a general guideline for tasks to be performed on Day 1 after the FreeForm application is ready to use. It is assumed that the FreeForm 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

install client

  1. Make sure your browser meets the prerequisites.

    Read this: Setting Up Browsers for EPM Cloud (15 mins)

  2. Install EPM Automate to remotely perform tasks within EPM Cloud environments (optional).

    Read this: Downloading and Installing Clients (10 mins)

  3. Install available clients for FreeForm as needed, such as:

    • Smart View (may already be installed)
    • Product-specific extensions
    • Financial Reporting Web Studio

    Read this: Available Clients and Utilities (10 mins)

Log in and setup

login and set up

  1. Log in to FreeForm.

    Read this: Accessing the EPM Cloud (10 mins)

  2. Navigate around the Home page.

    Read this: Understanding the Home Page (5 mins)

  3. Get ready to work in FreeForm, such as setting preferences.

    Read this: Preparing to Work in Planning (10 mins)

    Watch this video: Overview: Setting User Preferences in Planning (3 mins)

  4. Set up Smart View (optional)

    Read this:Log In and Start Checklist for SmartView (20 mins)

Start using FreeForm

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  1. Start working with FreeForm forms and learn how to create and update plans quickly.

    Read this: Working in Forms (10 mins)

    Watch this video: Overview: Working with Data in Planning (3 mins)

  2. Learn the basics of working with your FreeForm data.

    Read this: Basics of Working with Data (20 mins)

  3. Use dashboards and infolets to visualize and work with data.

    Read this: Using Dashboards to Work with Data (15 mins)

    Read this: Viewing Key Information with Infolets (10 mins)

  4. View summaries of key data with reports and books.

    Read this: Working with Reports (20 mins)

  5. Design and customize ad hoc grids for your business users.

    Read this:Designing Ad Hoc Grids (20 mins)

    Watch this video: Designing Ad Hoc Grids in Planning (3 mins)