Introduction

This 15-minute guide lists resources that can help you get up to speed with Cloud EPM Planning. You can read documentation or view videos at the Help Center, share ideas or participate in discussions at Oracle Cloud Customer Connect, or attend training offered by Oracle University.

Documentation

Whether you are new to Oracle or an advanced user, Help Center is where you can find useful information about EPM Cloud Planning with guides, videos, learning paths, and content for advanced use cases.

  1. To access documentation, navigate to Oracle EPM Planning
    2. Get Started with EPM Cloud Planning_files/010103aa.png
  2. To view the latest release information on EPM Cloud Planning, click Cloud Readiness / What's New.
    3. Cloud Readiness

    View Readiness Documents such as New Feature Summary and What’s New in HTML or PDF format.

    Whats new
  3. The Navigation pane on the left-hand side offers links to quickly access various resources grouped by task and/or media.
    4. Navigation Pane

    To search for a specific topic, enter the criteria in the Search text box (for example, "smart view") and click Search icon (Search).

    Search Oracle EPM Planning
  4. Click on a title in the search results list to view the topic.
    5. Search Results

Videos

Videos enable you to get onboard quickly by providing an engaging learning experience. Video overviews communicate the product highlights, and video tutorials demonstrate procedures and tasks.

  1. To access videos, in the Navigation pane, click Videos.
    2. EPM CLoud Planning - Video Tab Page
  2. Videos are grouped by category. Select a category (for example, Configure) to view its videos. To watch the video, click its thumbnail.
    3. Video Categories

Customer Connect

Oracle Cloud Customer Connect is a community gathering place for members to interact and collaborate on common goals and objectives. This is where you can view ideas that could contribute to product roadmaps, subscribe to upcoming events and view replays of past events, receive answers to use-case questions specific to the product, and much more.

Note:

To access this resource you need an Oracle account and a Cloud Customer Connect account. Both are free.
  1. To access Customer Connect, navigate to: https://cloudcustomerconnect.oracle.com
    2. Oracle Cloud Customer Connect Home Page
  2. Forums enable you to ask questions, connect with experts, or share your thoughts on key topics.
    To access forums, select Categories > Enterprise Resource Planning > Enterprise Performance Management > Planning.
    3. Forums
  3. View posts regarding product questions, announcements, and more. Search posts by keywords, author, or date. Post a topic, add to Favorites, subscribe to the category.
    4. Planning Forum

Oracle University

Oracle University offers two training formats, Learning Subscription and Instructor Led Training, to build your EPM Cloud Planning skills.

  1. To access available training and certification for EPM Cloud Planning, navigate to: https://education.oracle.com/learn/saas-epm/pPillar_643
    2. Get Started with EPM Cloud Planning_files/040102.png
  2. Planning Subscription is part of Oracle EPM Cloud Learning Subscription. To subscribe, visit Cloud Learning Subscriptions section.
    3. Get Started with EPM Cloud Planning_files/040103.png
  3. To register for a training in Planning, such as, an EPM Planning Implementer training, select Planning, click Become a Certified Planning Implementer.
    4. Get Started with EPM Cloud Planning_files/040104.png
  4. Enrol in the learning path to access the training.
    5. Get Started with EPM Cloud Planning_files/040104.png