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 each EPM Cloud service:
- End User Integrations for Account Reconciliation
- End User Integrations for Enterprise Profitability and Cost Management
- End User Integrations for Financial Consolidation and Close
- End User Integrations for Planning and Planning Modules
- End User Integrations for Profitability and Cost Management
- End User Integrations for Tax Reporting
For a description of the remote EPM Cloud functionality, see the documentation for that EPM Cloud service.
End User Integrations for Account Reconciliation
- Console
- Data Exchange
- Reconciliation List (Period, Saved List)
- Reports
- Transaction List (Period, Saved List)
End User Integrations for Enterprise Profitability and Cost Management
- Calculate Model
- Data Exchange
- Enter Form Data
- Export Data
- Export Metadata
- Import Data
- Invalid Intersections Report
- Manage Dimensions
- Manage Forms
- Manage Valid Intersections
- Profit Curves
- Refresh Application
- Reports
- Update Rules
- Validation Model
- View Calculation Analysis
- View Dashboard
- View Operational Dashboard
- View Rule Balancing
- View Trace Allocations
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 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)
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