New How Do I... Help Center Tab

A new How Do I …  Help Center library page for Planning is now available. The page has a simplified left navigation pane and a revamped design incorporating Redwood graphics. It lists easy, common, and necessary tasks for setting up EPM Cloud and your business process.

The topics are organized with:

  • A list of tasks, starting with the most common, initial tasks displayed first (from the top left column to the bottom right column) and organized for Administrators and Users.
  • Relevant documentation to multiple guides.
  • Relevant documentation, videos, and tutorials displayed together.
  • Additional troubleshooting and best practice content.

For example, to answer the question How do I configure security?, from the How Do I …  page, select the Set Up and Configure graphic, then select Configure Security and Access from the drop-down menu, which links to several guides plus relevant videos and troubleshooting topics.

Business Benefit: The How Do I... Help Center tab enables you to quickly access the information you need to use Planning.

Key Resources