Table of Contents

• Title and Copyright Information
• Documentation Accessibility
• Documentation Feedback
• 1 Welcome
  • About Planning
  • Navigating Across EPM Cloud Business Processes
  • Learning More
• 2 Familiarizing Yourself with Planning
  • You Develop Plans in Forms
  • About Working in Forms
    • Opening Forms
    • Selecting Different Data to Work With
    • Understanding Form Colors
    • Viewing Server Status on Forms
  • Navigating Quickly in a Form
  • Other Navigation Tips
  • Using Dynamic Tabs in Redwood Experience
• 3 Preparing to Work in Planning
• 4 Basics of Working With Data
  • About Entering Data
    • Entering Different Kinds of Data
    • Entering Data Quickly Using Commands
    • Searching in Forms
    • Selecting Cell Ranges
    • Copying and Pasting Data
  • Dynamically Setting User Variables
  • Making Data Meaningful
  • More Ways to Manipulate Values
  • Entering Data for Suppressed or Excluded Members
  • Getting the Latest Data
  • About Calculating Data
  • How Totals are Calculated
  • Reviewing Data
  • Promoting Data
  • Personalizing How Data Displays
    • Emphasizing Data with Formatting
    • Hiding Rows or Columns That Have No Data or Zeros
    • About Cells That Have No Data
  • Printing Data
• 5 More About Working With Data
  • Viewing Member Formulas
  • Working with Planning Data in Excel
    • Using Your Own Excel Formulas in Planning
    • About Smart View Formatting in Planning Forms
    • Copying and Pasting Data Between Microsoft Excel and Planning Forms
    • Exporting Data to Microsoft Excel
  • Drilling Through to Source Data
  • Cell Icons
  • Resolving Data Validation Errors
  • Pushing Data for Reporting
  • About Cell Comments
  • Working with Attachments
  • Searching for Forms, Dashboards, and Infolets
  • Why Cells May Be Read-Only
  • Seeing What's Changed
• 6 Planning with Tasks
  • Using Task Manager
    • Updating Tasks
      • Working with Tasks from the Home Page
      • Viewing the Task Worklist
      • Viewing Tasks from the Schedule Tasks Page
      • Updating Task Information
      • Adding Comments for Tasks
      • Viewing Related Tasks
      • Viewing Task History
      • Reassigning Tasks
      • Submitting Tasks
      • Approving or Rejecting Tasks
      • Canceling Tasks
      • Setting Tasks to Force Close Status
      • Exporting Tasks from Schedule Tasks
      • Workflow for Task Manager Groups
    • Working with Alerts
      • Creating Alerts
      • Updating Alerts
      • Creating an Alert on a Schedule
      • Alert Actions
      • Viewing Alerts
      • Deleting Alerts
    • Viewing Schedules
      • About Schedules
      • Viewing Schedule Properties
      • Viewing Schedule Instructions
      • Viewing Schedule Viewers
      • Viewing Schedule Attributes
      • Viewing Day Labels in Schedules
      • Viewing Schedule Rules
      • Viewing Schedule Alerts
      • Viewing Schedule History
    • Monitoring Task Manager Dashboards
      • Task Manager Dashboard Overview
      • Task Manager Overview Dashboard
      • Task Manager Compliance Dashboard
    • Generating Task Manager Reports
    • Viewing Task Manager Jobs
    • Viewing Task Manager Audit Details
    • Creating Connections to the Smart View Extensions
    • Updating Tasks from Smart View
  • Using Tasks with Task Lists
    • Why Use Tasks?
    • Using Tasks to Plan
• 7 Using Dashboards to Work with Data
• 8 Viewing Key Information with Infolets
  • About Infolet Views
  • About the Infolet Dots
  • Setting Your Default Infolet
• 9 Using Ad Hoc for Data Entry and Analysis
  • Get Started Performing Ad Hoc
  • Creating an Ad Hoc Grid
  • Submitting Ad Hoc Data and Saving the Grid Definition
  • Performing Calculations Without Having to Submit Your Changes (Calc on the Fly)
  • Accessing an Ad Hoc Grid
  • Designing Ad Hoc Grids
    • Selecting Members in Ad Hoc Grids
    • Options for Selecting Members
    • Selecting Period-to-Date Members
    • Filtering Column Members
    • Pivoting Dimensions
    • About Shared Members
      • Zooming in on Shared Members
    • Setting Properties for Ad Hoc Grids
  • Ad Hoc Grid Keyboard Shortcuts and Quick Data Entry Commands
  • Applying Rules to Ad Hoc Grids
  • Adding Comments and Attachments
  • Adjusting Values
  • About Using Line Item Details
    • Adding Line Item Details
    • Working with the Structure of Line Item Details
    • Order of Line Item Details
    • Incorrectly Entering Line Item Details
    • Correctly Entering Line Item Details
    • Totaling When Line Item Details Cells are Blank
  • Using Free-Form Ad Hoc
• 10 Using IPM Insights to Inform Your Decision-Making
  • About IPM Insights
  • Analyzing Insights
    • Searching and Filtering the Insights Dashboard Display
• 11 Improving Forecasting Accuracy with Predictive Planning
  • Predicting Future Values Based on Past Performance
    • Using Valid Forms
  • Getting More Information About a Prediction
    • About Prediction Accuracy
  • Modifying Future Values
  • Customizing the Chart
    • Changing the Chart Appearance
    • Changing Prediction Options
  • Using Predicted Values in Your Plans
  • Using Predictive Planning with Smart View
• 12 Adjusting and Spreading Data
  • Adjusting Cell Values
  • Performing What If Analysis
  • Spreading Data for Time Periods
    • How Spreading Data Works
    • Spreading with Multiple Currencies
    • Locking Cells
    • Examples of Spreading Data with Cell Locking
  • Spreading Values Using Grid Spread
  • Spreading Values Using Allocations
• 13 Working with Supporting Detail
  • About Using Supporting Detail
  • More About Supporting Detail
  • Adding Supporting Detail
    • Working with the Supporting Detail Structure
    • Order of Supporting Detail
    • Incorrectly Entering Supporting Detail
    • Correctly Entering Supporting Detail
    • Totaling When Supporting Detail Cells are Blank
  • Pasting Multiple Cells into the Supporting Detail Window
• 14 Getting Plans Approved
  • About Approvals
  • Building a Plan with Approval Units
  • Selecting Approval Units
  • Entering Your Plan
  • About the Review Process
    • Approval Unit Actions
    • Approval Unit States
    • Viewing Approval Unit Totals
  • Validating Approval Units
  • Changing the Status of an Approval Unit
  • Adding or Viewing Approval Unit Annotations
  • Creating Approval Status Reports
  • When You're Out of the Office
• 15 Working with Reports
  • Working with the Reports Reporting Solution
  • Working with Legacy Financial Reports and Books
    • Types of Financial Reports
    • Creating Snapshot Reports and Books
    • Fine-Tuning Reports and Books
    • Exporting Formatted Reports to Excel
    • Creating Dynamic Reports
    • Viewing and Updating Dynamic Reports
    • Creating Dynamic Books
    • Viewing and Updating Dynamic Books
    • Displaying the POV Member Selector for a Report
    • Using Financial Reporting Reports and Annotations
• 16 Using Business Rules
  • Launching Business Rules
  • About Runtime Prompts
  • Runtime Prompts and Approvals
  • Checking Job Status
• 17 Building a Plan Privately
  • Keeping Your Work Private with Sandboxes
  • Using a Sandbox Examples
  • About Sandboxes
  • Creating and Using Sandboxes
  • Comparing Sandbox Data to Other Data
  • Publishing Data in a Sandbox
  • Sandboxes and Smart View
• 18 Working with Currencies
• 19 Setting Your Preferences
  • Setting Your Preferences
  • Setting General Preferences
    • Setting Your Profile Picture
    • Setting the Display of Member Names or Aliases
    • Setting Approvals Options
  • Setting Your Display Preferences
    • Setting the Reporting Currency
  • Setting Up Email for Notifications
  • Setting Ad Hoc Options
  • Setting User Variables
  • Setting Your Report Preferences
  • Setting Your Printing Preferences
  • Setting Your Strategic Modeling Preferences
• A Predictive Planning Forecasting and Statistical Descriptions
  • Forecasting Basics
  • Forecasting Use Cases
  • Classic Time-series Forecasting
    • Classic Nonseasonal Forecasting Methods
      • Single Moving Average (SMA)
      • Double Moving Average (DMA)
      • Single Exponential Smoothing (SES)
      • Double Exponential Smoothing (DES)
      • Damped Trend Smoothing (DTS) Nonseasonal Method
      • Classic Nonseasonal Forecasting Method Parameters
    • Classic Seasonal Forecasting Methods
      • Seasonal Additive
      • Seasonal Multiplicative
      • Holt-Winters’ Additive
      • Holt-Winters’ Multiplicative
      • Damped Trend Additive Seasonal Method
      • Damped Trend Multiplicative Seasonal Method
      • Classic Seasonal Forecasting Method Parameters
  • ARIMA Time-series Forecasting Methods
  • Time-series Forecasting Error Measures
    • RMSE
  • IPM Insights Metrics
    • IQR (Interquartile Range)
    • MAD (Mean Absolute Deviation)
    • MAPE (Mean Absolute Percentage Error)
    • ME (Mean Error)
    • Modified Z-Score
    • MPE (Mean Percentage Error)
    • RMSE (Root Mean Squared Error)
    • RPD (Relative Percentage Difference)
    • TOTD (Total Deviation)
    • TOTPD (Total Percentage Difference )
    • Z-Score
    • Risk
    • Impact Magnitude Thresholds
  • Forecasting Method Selection and Technique