Oracle Cloud EPM Planning
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Getting Started
Solution Overview
Administering the Business Process
Predictive Cash Forecasting
- Creating Predictive Cash Forecasting Applications
- Loading Metadata and Data in Predictive Cash Forecasting
- Setting up Forecast Methods and Configuring Driver Methods in Predictive Cash Forecasting
- Setting up User Preferences and Verifying as End User in Predictive Cash Forecasting
- Setting up Users, User Groups, Roles and Security in Predictive Cash Forecasting
Intelligent Performance Management (AI in EPM)
Integrating
Implementing Groovy: Basic Tasks
Implementing Groovy: Advanced Tasks
Loading and Entering Data
Creating and Approving Plans
- Performing Top-Down and Bottom-Up Planning
- Performing Driver-Based Planning
- Comparing Budget Versions in Planning
- Adjusting Forecasts in Planning
- Analyzing Plan Data in Smart View
- Automatically Translating Data to Reporting Currencies in Planning
- Setting Up Approvals in Planning
- Designing Forms in Planning
- Allocating Costs Using the Allocation Template in Calculation Manager
Strategic Modeling
- Introduction to Strategic Modeling
- Analyzing Account Calculations with Strategic Modeling
- Setting Goals with Strategic Modeling
- Setting Up Forecast Methods with Strategic Modeling
- Creating Scenarios with Strategic Modeling
- Scenario Rollups in Strategic Modeling
- Managing Subaccounts with Strategic Modeling
- Managing Time Periods in Strategic Modeling
- Setting Up Funding Options in Strategic Modeling
- Improving Forecast Accuracy using Simulations in Strategic Modeling
Design Time Formatting
Financial Planning
- Configuring Financials to Bring In Your Own Chart of Accounts in Planning
- Leveraging Best Practice Planning in Financials using your COA
- Performing Balance Sheet and Cash Flow Planning for Oracle Enterprise Planning
- Performing Income Statement Planning in Oracle Enterprise Planning
- Driver-Based Planning in Financials
- Trend-Based Planning in Financials
- Leveraging KPIs in Financials
- Calculating Actuals and Preparing Plans and Forecasts in Financials
- Setting Up EPM Planning Financials Budget Revisions with Oracle ERP Cloud Budgetary Control
Workforce Planning
Capital Planning
Project Planning
Integrating Data Between Planning Modules
Configure Sales Planning
Manage Data in Sales Planning
Report in Sales Planning
Getting Started
Solution Overview
Administering the Business Process
- Creating the Planning Business Process
- Creating the FreeForm Business Process
- Managing Dimensions in Cloud EPM
- Setting Up Security in Cloud EPM
Loading and Entering Data
- Entering Planning Data
- Loading Data in Planning
- Loading Data into Planning using Data Integration
- Loading File-Based Data in Data Integration
Creating and Approving Plans
- Performing Top-Down and Bottom-Up Planning
- Performing Driver-Based Planning
- Comparing Budget Versions in Planning
- Adjusting Forecasts in Planning
- Analyzing Plan Data in Smart View
- Automatically Translating Data to Reporting Currencies in Planning
- Setting Up Approvals in Planning
- Designing Forms in Planning
- Allocating Costs Using the Allocation Template in Calculation Manager
Integrating Data
Predictive Cash Forecasting
- Creating Predictive Cash Forecasting Applications
- Loading Metadata and Data in Predictive Cash Forecasting
- Setting up Forecast Methods and Configuring Driver Methods in Predictive Cash Forecasting
- Setting up User Preferences and Verifying as End User in Predictive Cash Forecasting
- Setting up Users, User Groups, Roles and Security in Predictive Cash Forecasting
Intelligent Performance Management (AI in EPM)
- Configuring Insights
- Running and Scheduling Insights
- Analyzing Insights and Taking Action
- Building ML models and PMML files
- Importing ML Models
- Making Predictions with ML Models
- Planning and Forecasting Using Predictive Planning
Strategic Modeling
- Introduction to Strategic Modeling
- Analyzing Account Calculations with Strategic Modeling
- Setting Goals with Strategic Modeling
- Setting Up Forecast Methods with Strategic Modeling
- Creating Scenarios with Strategic Modeling
- Scenario Rollups in Strategic Modeling
- Managing Subaccounts with Strategic Modeling
- Managing Time Periods in Strategic Modeling
- Setting Up Funding Options in Strategic Modeling
- Improving Forecast Accuracy using Simulations in Strategic Modeling
Financial Planning
- Configuring Financials to Bring In Your Own Chart of Accounts in Planning
- Leveraging Best Practice Planning in Financials using your COA
- Performing Balance Sheet and Cash Flow Planning for Oracle Enterprise Planning
- Performing Income Statement Planning in Oracle Enterprise Planning
- Driver-Based Planning in Financials
- Trend-Based Planning in Financials
- Leveraging KPIs in Financials
- Calculating Actuals and Preparing Plans and Forecasts in Financials
- Setting Up EPM Planning Financials Budget Revisions with Oracle ERP Cloud Budgetary Control
Workforce Planning
- Loading and Calculating Incremental Workforce Data
- Defining New Additional Earnings and Configuring Benefits & Taxes
- Performing Employee and Job Mass Updates
- Disabling Salary Defaults
Capital Planning
- Configuring Capital
- Capital Asset Planning with Capital Projects
- Loading and Managing Assets
- Lease Asset Planning with IFRS16
Project Planning
- Configuring Projects
- Adding Indirect Projects
- Adding Financial and Non-Financial Project Benefits
- Assigning Projects to Programs
- Planning for Project Expenses
- Incrementally Enabling Contract Projects and Revenue
Configure Sales Planning
Manage Data in Sales Planning
Report in Sales Planning
Integrating Data Between Planning Modules
- Integrating Capital Data with Financials
- Integrating Projects Data with Financials
- Integrating Workforce Data with Financials
- Integrating Projects Data with Capital
- Integrating Projects Data with Workforce
Managing Data in FreeForm
Design Time Formatting
- Data Forms Design Time Formatting – Introduction
- Data Forms in Web - Format Display in Runtime
- Data Forms Design Time Formatting - Advanced
- Data Forms in Smart View - Format Display Options
Basic Tasks
- Introduction to Groovy Business Rules
- Working with Data Grids and Iterators in Groovy
- Moving Dimension Members with Groovy
- Moving Modified Data Using Groovy and Smart Push
Advanced Tasks
- Validating Data Entry Values with Groovy
- Adding Dimension Members with Groovy
- Calculating Modified Data Using Groovy
- Integrating Data Between Planning and Strategic Models Using Groovy
- Creating Groovy Templates
- Calling an Internal REST API Using Groovy
- Calling an External REST API Using Groovy