Table of Contents

• Title and Copyright Information
• Documentation Accessibility
• Documentation Feedback
• 1 Creating and Running an EPM Center of Excellence
• 2 Welcome
  • About Planning Modules and Strategic Modeling
    • About Financials
    • About Workforce
    • About Projects
    • About Capital
    • About Strategic Modeling
  • Learning More
• 3 Setting Up Your Application
  • Getting Started Checklist
  • Creating an Application
    • About the Calendar
  • Converting a Standard or Reporting Application to an Enterprise Application
    • Conversion Considerations
  • Integration Scenarios and Workflow
  • Setting User Variables
  • About 13-Period Calendars
• 4 Familiarizing Yourself With Planning Modules
  • Navigating
  • Reviewing Modified Artifacts
  • Getting Descriptions of the Predefined Artifacts
• 5 Configuring Financials
  • Enabling Financials Features
    • About the Financials Chart of Accounts
    • Enabling Revenue and Gross Margin
    • Enabling Expense
    • Enabling Income Statement
    • Enabling Balance Sheet
    • Enabling Cash Flow
    • Enabling Rolling Forecast
    • Enabling Weekly Planning
      • Enabling 53-Week Planning
    • Enabling Map/Rename Dimensions
      • Associating Custom Dimensions with Financials Features
    • About the Internal Aggregation Rules
    • About the Account and Plan Element Dimensions
  • Configuring Financials
    • Financials Planning and Forecast Preparation
    • Weekly Configurations
    • Setting Global Assumptions: Exchange Rates
      • About Exchange Rates and Weekly Planning
    • About Adding and Modifying Accounts and Drivers
      • Adding and Managing Accounts and Drivers
      • Adding KPIs
      • Adding Accounts for Integration with Projects
    • Adding Custom Expense Driver Categories
  • Setting Up Budget Revisions and Integration with Budgetary Control
    • About Budget Revisions and Integrating with Budgetary Control
      • Integration Considerations
      • Integration Workflow
    • Setting Up Integration Between EPM Planning Financials and Budgetary Control
      • Using Existing EPM Planning Applications with Budgetary Control
    • Enabling Budget Revisions
      • What Happens When You Enable Budget Revisions in EPM Planning Financials
    • Configuring Budget Revisions Descriptive Information
    • Importing Financials Dimension Members
    • Creating Custom Smart List Entries for Budget Revisions
    • Setting Up Connections
    • Financials Rules for Budget Revisions
  • Post Configuration Tasks
    • Specifying Days in Period for Driver-Based Balance Sheet
    • Modifying Account Signage for Alternate Reporting Methods
  • Financials Rules
• 6 Configuring Workforce
  • Enabling Workforce Features
    • Identifying the Level of Workforce Detail to Capture
    • Enabling Expense Planning
    • Enabling Flexible Account Mapping
    • Enabling Workforce Management
    • Enabling Map/Rename Dimensions
      • Adding Custom Dimensions to the Reporting Cube
  • Configuring Workforce
    • Workforce Planning and Forecast Preparation
    • About Adding and Modifying Accounts and Drivers
      • Adding and Managing Accounts and Drivers
        • About Setting Up Employee Demographics
        • About Adding Employee Properties
    • Setting Global Assumptions: Exchange Rates
    • Configuring Benefits, Taxes, and Additional Earnings
      • Before You Use the Benefits and Taxes Wizard
      • About the Benefits and Taxes Wizard
      • Common Properties for the Components
      • Component Types in the Wizard
      • About One-time Pay Options
      • About Value Type
      • About Maximum Value Type
      • About Earning Type
      • About Taxable Component
      • About Entering Rates
      • About Rates and Threshold Scope
      • Applying Rates by Hierarchy
      • Calculations in a 13-Period Calendar
        • About 53-Week Years
        • Summary Time Periods and 13 Periods
      • Creating Custom Calculation Logic in a Component
        • Creating Custom Formulas for OWP_Custom Expense
        • Customizing Benefit and Tax Calculations
      • After Configuring Using the Wizard
      • Example - Adding a Fringe Benefit
        • Add the Fringe Benefit as a Component
        • Define the Fringe Benefit
        • Set the Benefit Defaults
  • Post Configuration Tasks
    • Setting Assumptions
    • Setting Defaults
    • Entering Employee Master Data
    • Customizing the Mapping for Integration between Workforce and Financials
    • Synchronizing Defaults
    • Using a Custom Workforce Template to Support Workforce Customizations
  • Workforce Rules
    • Checklist for Compensation Calculation
    • Performance Considerations with Workforce Rules
• 7 Configuring Projects
  • Enabling Projects Features
    • Enabling Project Type
    • Enabling Project Revenue
    • Enabling Project Benefits
    • Enabling Project Expense
    • Enabling Rolling Forecast
    • Enabling Map/Rename Dimensions
  • Configuring Projects
    • Projects Planning and Forecast Preparation
    • About Adding and Modifying Accounts and Drivers
      • Adding and Managing Accounts and Drivers
    • Setting Global Assumptions: Exchange Rates
    • Entering Global Project Rates
  • Integrating EPM Planning Projects and Project Management
    • About Integrating EPM Planning Projects and Project Management
      • Implementation Scenarios
      • Integration Considerations
      • Integration Workflow
    • Setting Up Integration Between EPM Planning Projects and Project Management (One-Time Setup)
    • Enabling Project Management Cloud Integration
      • What Happens When You Enable Project Management Cloud Integration
    • Creating Custom Smart List Entries for EPM Planning Projects and Project Management Integration
    • Setting Up a Connection to the Reporting Cube
    • Using Jobs to Import and Export Data Between EPM Planning Projects and Project Management
      • Exporting Projects and Budgets (Ongoing Task)
      • Importing Project Actuals (Ongoing Task)
    • Migrating Existing Implementations (One-Time Setup)
      • Migrating an Existing EPM Planning Projects Implementation to Project Management (One-Time Setup)
        • Updating Existing EPM Planning Projects Applications to Use Project Management Cloud Integration
      • Migrating an Existing Project Management Implementation to EPM Planning Projects (One-Time Setup)
        • Using a Job to Import Projects and Budgets (One-Time Setup)
        • Importing Projects and Budgets Using Data Integration Integrations
    • EPM Planning Projects Rules for Integration with Project Management
  • Post Configuration Tasks
    • Mapping Projects to Programs
  • Projects Rules
• 8 Configuring Capital
  • Enabling Capital Features
    • Enabling New Capital Investment
    • Enabling Manage Existing Assets
    • Enabling Map/Rename Dimensions
  • Configuring Capital
    • Capital Planning and Forecast Preparation
    • About Adding and Modifying Accounts and Drivers
      • Adding and Managing Accounts and Drivers
    • Setting Global Assumptions: Exchange Rates
  • Post Configuration Tasks
  • Capital Rules
  • Creating a Custom Depreciation or Amortization Method
• 9 Followup Administrative Tasks
  • Pushing Data Using Data Maps
    • About Groovy Business Rules
      • Workforce Groovy Rules
    • Pushing Data to Integrate Business Processes
    • Mapping Data for Reporting in Workforce
  • Entering Assumptions
  • Maintaining Your Application
    • Best Practices for Optimizing Dimension Order
    • Managing Alias Tables
  • Updating Planning Modules
  • Customizing Predefined Artifacts
    • Reviewing Modified Artifacts
    • Reversing Customizations
    • Customizing Help for Predefined Artifacts
  • Customizing Navigation Flows
• A Business Scenarios
  • EPM for Sustainability
  • Healthcare Planning with Financials
  • IT Financial Management in EPM Cloud
  • Configuring Planning Modules for IT Planning
• B Importing Data
  • About Importing Data
  • Importing Financials Data
  • Importing Workforce Data
    • Loading and Calculating Incremental Workforce Data
  • Importing Projects Data
  • Importing Capital Data
• C Updating Planning Modules
  • Updating All Planning Modules
  • Updating Financials
  • Updating Projects
  • Updating Workforce
  • Updating Capital
• D Planning Modules Best Practices