7 Log In and Start Checklist for Planning Users

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Welcome, Planning Users!

user role

Here’s a checklist to help you get going with Planning 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 Planning application is ready to use. It is assumed that the Planning 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 available clients as needed, such as:

    • Smart View (may already be installed)

    • Product-specific extensions

    • Financial Reporting Web Studio

    • Predictive Planning

    • Strategic Modeling

    Read this: Available Clients and Utilities (10 mins)

Log in and setup

login and set up

  1. Log in to Planning.

    Read this: Access EPM Cloud (10 mins)

  2. Navigate around the Home page.

    Read this: Understanding the Home Page (5 mins)

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

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

    Watch this video: Overview: Setting User Preferences in Planning (3:20 mins)

Start using Planning

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  1. Start working with Planning 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 (3:38 mins)

  2. Learn the basics of working with your Planning 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. Use ad hoc grids to quickly drill into data slices that are important to you.

    Read this: Using Ad Hoc for Data Entry and Analysis (20 mins)

    Watch this video: Performing New EPM Grid Operations (4:47 mins)