2 Adminstering Profitability and Cost Management Checklist for Service Administrators

Welcome, Profitability and Cost Management Service Administrators!

Here’s a checklist to help you get going with the business process on Day 1 of your experience, with links to documentation and other resources.

Note:

This checklist is meant to be a general guideline for tasks to be performed on Day 1. It is assumed that the Identity Domain Administrator has created users and granted predefined roles. The PCM business process has been created and you have the correct EPM Cloud URL (see Sample EPM Cloud URLs).

Create an application

1. Establish the goals, key objectives, and scope of your application.

   Read this: Application Design Best Practices (5 min)

2. From the EPM Cloud Service Landing page, create a new Profitability and Cost Management application.

   Read this: Creating a Profitability and Cost Management Application (5 min)

Create dimensions

Create dimensions to add to your Profitability and Cost Management application.

Read this: Dimensions in Profitability and Cost Management (5 min)

Read this: Creating Dimensions with Dimension Management (5 min)

Load dimensions into the application

Load dimensions into your Profitability and Cost Management application.

Read this: Preparing Flat Files for Each Dimension (5 min)

Read this: Updating Application Dimensions with Flat Files (5 min)

Deploy the database to push the dimensions to Essbase

When you add dimensions, you must deploy the database to push the dimensions to Essbase.

Read this: Deploying Databases (5 min)

Enable localization and accessibility

1. Enable localization of the user interface (optional).

   Read this: Understanding EPM Cloud Localization (10 mins)

2. Activate accessibility features (optional).

   Read this: Activating Accessibility Features (5 mins)

Install clients and configure

1. Make sure your browser meets the prerequisites.

   Read this: Supported Browsers (3 mins)

   Read this: Setting Up Browsers for EPM Cloud (5 mins)

2. Install the EPM Automate utility to access environments over a command window to automate business activities (optional).

   Read this: Installing EPM Automate (5 mins)

3. Install available clients as needed, such as:

   • Oracle Smart View for Office (may already be installed)

   • Financial Reporting Web Studio

   • Product-specific extensions

   Read this: Available Clients and Utilities (5 mins)

   Read this: Downloading and Installing Clients (5 mins)

4. Get familiar with the daily maintenance snapshot and set the time that maintenance is performed.

   Read this: Overview of the Maintenance Snapshot (5 mins)

5. Learn how to back up the maintenance snapshot each day.

   Read this: Backing Up the Maintenance Snapshot (5 mins)

Set up user access

Grant application-specific roles and assign access permissions to users, groups, and Profitability and Cost Management artifacts.

Read these topics:

• Administrative Tasks and Predefined Roles (10 min)

• Controlling Application Access (3 min)

• Granting Access to Data (10 min)

Watch these videos:

• Managing Users and Assigning Roles in Profitability and Cost Management (5 min)

• Understanding Security in Profitability and Cost Management (3 min)

Communicate with your users

When the application is ready for use, broadcast the URL of the environment to users.

Follow your company’s process for communicating with users.