6 Log in and Start Checklist for Profitability and Cost Management Users

Welcome Profitability and Cost Management Users!

Here’s a checklist to help you get going with Profitability and Cost Management 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 after the Profitability and Cost Management application is ready to use. It is assumed that the Profitability and Cost Management business process, application, and data have already been set up. There may be more or fewer tasks required for this role on Day 1, depending on your organization’s requirements, the application design, and the application roles you have been assigned.

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 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)

Login and setup

1. With the URL for the system provided by your administrator, access Oracle Enterprise Performance Management Cloud.

   Read this: Accessing EPM Cloud (5 mins)

2. Navigate around the EPM Cloud Home page and the Profitability and Cost Management Home page.

   Read this: Understanding the Home Page (5 mins)

   Read this: Profitability and Cost Management Home page. (5 mins)

3. Connect to Smart View.

   Read these topics:

   • Connections (3 min)
   • Creating Shared Connections (10 min)
   • Creating Private Connections (10 min)

   Watch this overview video: Leveraging EPM Cloud and On-Premise Data Using Smart View Connections (5 min)

Start using Profitability and Cost Management

1. Create reports.

   Read this: Working with Profitability and Cost Management Financial Reports (5 min)

2. Create dashboards.

   Read this: Creating Dashboards (5 min)

3. Create analytics views.

   Read this: About the Profitability and Cost Management Analytics Features (5 min)

   Watch this overview video: Embedded Analytics in Profitability and Cost Management (5 min)

4. Create model views.

   Read this: Creating Model Views (5 min)

5. Trace allocations.

   Read this: Tracing Allocations (5 min)

6. Create profit curves.

   Read this: Working with Profit Curves (5 min)