Oracle EPM Planning

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 and Managing Task Lists in Planning
• Allocating Costs Using the Allocation Template in Calculation Manager

Integrating Data

• Getting Started with Integration for Planning
• Getting Started with Integration for Planning Modules

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

Intelligent Performance Management

• 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
• Consolidating Models with 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

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