1 Learn and Connect Checklist for Profitability and Cost Management Service Administrators


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Welcome Profitability and Cost Management Service Administrators!
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Here’s a checklist to help you learn about Profitability and Cost Management with links to training, reference materials, and community resources.

Learn about Profitability and Cost Management
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  1. Orient yourself with Profitability and Cost Management by watching this video tour. (5 minutes)
  2. Review Profitability and Cost Management user types and documentation to learn about Profitability and Cost Management features that are designed for specialized use, and where to find the appropriate documentation for these features. (3 minutes)
  3. Visit the Profitability and Cost Management library on the Help Center to see videos, tutorials, documentation and tools. (5 minutes)

Start using Profitability and Cost Management
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  1. Review the essential concepts you must understand in order to model cost and revenue flows with Profitability and Cost Management. (3 minutes)
  2. Review the guidelines for working with a Profitability and Cost Management application. (5 minutes)
  3. Learn now to model data in Profitability and Cost Management by watching this overview video. (5 minutes)

See new features in each monthly update
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  1. Once you’re up and running, read about the new features in each monthly update. (5 minutes)
  2. See all the Profitability and Cost Management features from previous monthly updates. (5 minutes)

Connect with Profitability and Cost Management communities
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Join Customer Connect, an online community, to collaborate and learn with colleagues. Review each of these areas: (10 minutes)

  • Use the Profitability and Cost Management Forum to ask questions, connect with experts, or share your thoughts on key topics in Profitability and Cost Management.
  • Use the Idea Lab to influence Oracle’s product development, share, vote, and comment on your favorite ideas.
  • Use the EPM Platform Forum to pose questions, connect with experts, and share your thoughts and ideas about the EPM Platform.
  • Attend Enterprise Performance Management Events to be among the first to know about new release functionality and industry best practices.

Join a Profitability and Cost Management User Group to collaborate and learn more
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Particpating in user groups keeps you on the cutting edge of the EPM Cloud landscape. Join one of these user groups:

  • Join ODTUG to stay on the cutting edge of the Oracle technology landscape.
  • Join OATUG to learn about Oracle applications and technology.
  • Join UKOUG to connect, learn, and collaborate with UK users and partners.
  • Join a local User Group to connect with users in your area.
  • Attend Developer Events to exchange ideas, network, and build communities.

Creating and Running an EPM Center of Excellence


Conceptual illustration of EPM Center of Excellence

A best practice for EPM is to create a CoE (Center of Excellence).

An EPM CoE is a unified effort to ensure adoption and best practices. It drives transformation in business processes related to performance management and the use of technology-enabled solutions.

Cloud adoption can empower your organization to improve business agility and promote innovative solutions. An EPM CoE oversees your cloud initiative, and it can help protect and maintain your investment and promote effective use.

All customers can benefit from an EPM CoE, including customers who have already implemented EPM.

The EPM CoE team:

  • Ensures cloud adoption, helping your organization get the most out of your Cloud EPM investment
  • Serves as a steering committee for best practices
  • Leads EPM-related change management initiatives and drives transformation

How Do I Get Started?

Click to get best practices, guidance, and strategies for your own EPM CoE: Creating and Running an EPM Center of Excellence .

Learn More