1. Administering Planning Modules
  2. Followup Administrative Tasks
  3. Customizing Predefined Artifacts

Customizing Predefined Artifacts

For Financials, Workforce, Projects, and Capital: You can add additional custom dimensions the first time you enable and configure using the Map/Rename Dimensions task.

After you enable and configure, predefined artifacts are added to an application. You can customize these artifacts:

  • Accounts—You can add more accounts. For predefined accounts, you can change the alias and member formula, and enable the members for other cubes. You can't delete or rename predefined members.

  • Forms —You can add new forms and change the layout of predefined forms. You can't rename or delete the predefined forms.

  • Calculations—You can add member formula/rules or change predefined member formula/rules. If you customize a rule, you must re-deploy it in Calculation Manager.

  • Dashboards—You can change dashboard layout, and add more dashboards. You can't rename or delete predefined dashboards.

  • Navigation flows—Change navigation flows by renaming or adding new tasks. For additional information about requirements for preserving modified navigation flows during content update, see Customizing Navigation Flows.

  • Aliases for predefined drivers—You can only modify, not delete or rename.

  • Map reporting definitions for integrations—You can only modify, not delete or rename.

  • Driver and KPI formulas—You can only modify, not delete or rename.

  • Labels—You can change the label for all predefined artifacts.
  • Variables—You can add new variables.

Notes about customizing artifacts:

  • When you customize artifacts, you might need to adjust calculations and related content to ensure the application’s integrity.

  • When you modify artifacts, they are tracked internally. Oracle maintains these customizations during content updates.

  • If you convert a Planning Modules dashboard to Dashboard 2.0 and want to customize it, any dashboard components related to features that are not yet enabled display as empty. To customize the dashboard, delete the empty components before saving the edited dashboard.

  • Some artifacts are locked to ensure that internal calculations work properly and you can’t modify them.

  • Some artifact properties are locked and if you export members, the properties are not exported.

See Administering Planning for details about customizing artifacts.