Updating Planning Modules

When you update Planning Modules, any custom modifications that you have made are maintained. For example, any modifications you've made to unlocked predefined artifacts (such as forms) are tracked internally. No changes are made to these modified artifacts during the update.

  • If you are using Workforce, product enhancements in some updates require you to update certain artifacts, if you've modified them. If you've customized Workforce artifacts, see Updating Workforce Artifacts to Use New Features for important details about how to take advantage of new features.

  • If you are using Capital, product enhancements in some updates require you to update certain artifacts, if you've modified them. If you've customized Capital artifacts, see Updating Capital Artifacts.
  • If you are using Strategic Modeling, custom templates and custom reports aren't impacted during application update. For any templates provided by Oracle, changes might be applied during content update.

Note:

If you plan to modify the navigation flows, Oracle recommends that you make a copy of the predefined navigation flows and work in the copy, not the original. When you update, Oracle applies the update to the original navigation flows and leaves your modified navigation flows unchanged.

Strategic Modeling snapshots are not backward compatible.

Before updating, the application is put in maintenance mode and only administrators can use the application.

If any metadata changes are detected, the database is refreshed before content update. If any validation errors are detected, you must resolve the errors before you can update content.

Use the Job Console to review the errors.