9 Log In and Start Checklist for Planning Viewers

Welcome, Planning Viewers!

Here’s a checklist to help you get going with Planning 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 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

Make sure your browser meets the prerequisites.

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

Log in and setup

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)

Start using Planning

View, analyze, and report on your Planning data using dashboards, infolets, and reports.

Read this: Reviewing Data (15 mins)

Watch this video: Reviewing Data (4:21)