1. Administering Planning
  2. Administering Tasks with Task Manager
  3. Managing Task Manager Integrations
  4. Managing Integrations with EPM Cloud Services
  5. End User Integrations for EPM Cloud

End User Integrations for EPM Cloud

End user integrations allow you to access functionality in other remote EPM Cloud environments while using Task Manager. This section lists the available end user integrations for these EPM Cloud services:

  • Account Reconciliation
  • Planning and Planning Modules
  • Financial Consolidation and Close and Tax Reporting
  • Profitability and Cost Management

For a description of the remote EPM Cloud functionality, see the documentation for that EPM Cloud service.

End User Integration Tasks for Account Reconciliation

  • Console
  • Data Exchange
  • Reconciliation List (Period, Saved List)
  • Reports
  • Transaction List (Period, Saved List)

End User Integrations for Financial Consolidation and Close

  • Approvals
  • Configure Application
  • Data Exchange
  • Enter Form Data (Form)

    Required parameter is Form (EPM Artifact Type) displayed in drop down list in Task Details dialog.

  • Export Data
  • Export Metadata
  • Export Journal
  • Generate Financial Report

    Required parameter is the choice of report from drop down.

  • Import Data
  • Import Metadata
  • Import Journal
  • Invalid Intersections Report
  • Generate Intercompany Matching Report
  • Generate Journal Report
  • Manage Approvals
  • Manage Dimensions
  • Manage Forms
  • Manage Journals
  • Manage Ownership
  • Manage Periods
  • Manage Valid Intersections
  • Refresh Application
  • Reports
  • View Dashboard (Dashboard)

    Required parameter is Dashboard (EPM Artifact Type) displayed in the drop down list in the Task Details dialog.

  • View Financial Reports
  • View Operational Dashboard

End User Integrations for Tax Reporting

  • Approvals
  • Configure Application
  • Data Exchange
  • Enter Form Data (Form)

    Required parameter Form (EPM Artifact Type) displayed in drop down list in Task Details dialog.

  • Export Data
  • Export Metadata
  • Generate Financial Report

    Required parameter is the choice of report from drop down.

  • Import Data
  • Import Metadata
  • Invalid Intersections Report
  • Manage Approvals
  • Manage Dimensions
  • Manage Forms
  • Manage Periods
  • Manage Valid Intersections
  • Refresh Application
  • Reports
  • View Dashboard (Dashboard).

    Required parameter is Dashboard (EPM Artifact Type) displayed in the drop down list in the Task Details dialog

  • View Financial Reports
  • View Operational Dashboard

End User Integrations for Planning and Planning Modules

  • Approvals
  • Data Exchange
  • Enter Form Data (Form)

    Required parameter is Form (EPM Artifact Type) displayed in drop down list in Task Details dialog.

  • Generate Financial Report

    Required parameter is the choice of report from drop down.

  • Invalid Intersections Report
  • Manage Approvals
  • Manage Dimensions
  • Manage Rules
  • Manage Valid Intersections
  • Reports
  • View Dashboard (Dashboard).

    Required parameter is Dashboard (EPM Artifact Type) displayed in the drop down list in the Task Details dialog

  • View Financial Reports
  • View Operational Dashboard

End User Integrations for Profitability and Cost Management

  • Dashboards
  • Data Exchange
  • Generate Profitability Report
  • Profit Curves (Profit Curve)

    Required parameter is Profit Curve (EPM Artifact Type) displayed in drop down list in Task Details dialog.

  • View Dashboard (Dashboard).

    Required parameter is Dashboard (EPM Artifact Type) displayed in the drop down list in the Task Details dialog.

    View Report (Report)