About Planning

The Planning application is a related set of dimensions and dimension members used to meet a set of planning needs.

Each Planning application has its own accounts, entities, scenarios, and other data elements.

See this guide for Planning administration tasks, including:

  • Creating, deleting, and managing a Planning application

  • Creating forms, task lists, and menus

  • Managing currency conversions and exchange rates

  • Identifying the review and approval process, requirements, and participants, and managing the budgeting process

For information about Planning Modules and Strategic Modeling, see Introduction in Administering Planning Modules.

Tutorials

Tutorials provide instructions with sequenced videos and documentation to help you learn a topic.

Your Goal Learn How
Get an introduction to Planning. tutorial icon Planning Overview

Get an introduction to:

  • A typical planning process using Planning

  • Planning, budgeting, and forecasting workflow concepts and tools

  • The benefits of planning using multiple scenarios

  • The budget submission process

tutorial icon Planning Process Overview
Log on to Planning, navigate Planning, and access Planning in Oracle Smart View for Office. tutorial icon Navigating Planning