About Planning

Planning provides a friendly, structured set of processes to help you easily build and maintain plans. Keep your business strategy aligned with your implementation plans by using the built-in intelligence and analytic power.

To get going, start with Familiarizing Yourself with Planning.

Note:

Your administrator can customize the functionality—including connections and functionality from other cloud business processes—so your functionality may be different than described here. See Navigating Across Cloud EPM Business Processes.

Videos

Your Goal Watch This Video
Get acquainted with Planning. Video icon Overview: Introducing the Oracle Planning and Budgeting Cloud Demo Application
Get an introduction to some of the key features in Planning. Video icon Tour of Enterprise Planning

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