To ensure that questions get required attention from community members and are NOT left unanswered, it’s important for the author to indicate (by selecting “Yes” or “No” when prompted) whether the question was answered. (newly added) Please note that it is also important to respond to EACH comment your question receives. Your Yes or No response ensures an accurate status for your question.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
Planning
Discussion List
-
Announcing an updated version of the Oracle Healthcare Planning Solution!Announcing an updated version of the Oracle Healthcare Planning Solution! The solution delivers out-of-the-box best practices for budgeting & forecasting for healthcare … -
Predictive Cash Forecasting Refresher Session Replays availableSummary: Predictive Cash Forecasting (PCF) is a new planning application that has been available for last one plus year and we have now added the Fusion ERP integration … -
Announcing: New How Do I?... Help Center Page for PlanningSummary: A new How Do I?… Help Center library page is now available for Planning. Content (please ensure you mask any confidential information): We are pleased to announ… -
Now Available: New Design Best Practices GuideNew: Sign up for the webinar on Cloud Customer Connect We are pleased to announce the release of a valuable new resource, the Design Best Practices guide. This guide hel… -
De-Support of Cloud EPM Forms 1.0 and Dashboard 1.0Summary: As announced in the IMPORTANT Actions and Considerations section of the Oracle Fusion Cloud Enterprise Performance Management Feb 2025 What's New, please ensure… -
How to use retained earnings account in a balance sheet account structure?Summary: The IS Retained Earnings account we use has a formula (@SUMRANGE ("MACC_99999",Jan:@CURRMBR (Period))) in FS cube. When I try to add this account to the hierarc… -
NetSuite Saved Search different from Data Management in PBCSSummary: Content (please ensure you mask any confidential information): We are loading NetSuite data to PBCS in data management using a NetSuite saved search. I'm runnin… -
Integration isn't loading correctlySummary: I am making an integration pipeline and one of its stages is a Data Load Rule. However, the data integration wouldn't load the correct data load rules for the N…
-
How to get the beginning and ending balances for each period?Summary: We are in the process of implementing EPM planning and I'm trying to create a balance sheet and income statement reports in narrative reporting but can't figure…
-
New Groovy Engine EnquiryWe came across the following Oracle notification: "A future version of the Groovy engine, which is planned for the second half of 2025, has stricter validation rules tha…
-
-
Migrating integrations from Development to Production in Planning applicationSummary: Hi, Can someone let me know the steps to migrate integrations from Development to Production? I tried moving Pipeline definition, but the integrations did not c…
-
Cross Pod Pipeline not recognizing connectionWe have a pipeline that goes cross pod (Planning » ARCS). For some reason now when I use the connection I still only get the integrations from the local planning applica… -
not able to import custom attributes from HCM extractSummary: We want to import data from the HCM Cloud, but other than the columns present in OOTB extract for "Assignment Data" there are other columns also that are needed… -
Mails are not coming while launching pipeline using REST API through business ruleSummary: We have a business rule which uses REST API to call a pipeline. After the pipeline is completed , mails are not coming up. This happened very recently since 1st…
-
Pipeline invoked through Business rule REST API not sending emails on completionSummary: we have a business rule which is invoking pipeline through REST API call. The rule works as expected and the pipeline is invoked. Everything works as expected h…
-
Forms Drillthrough Issue for Multiple ReportsSummary: I've got a form with a single drillthrough report defined. Works fine on the web and Smart View. If I add a second drillthrough report to that same form, it wor… -
Run Auto Predict Job through Groovy REST API callHey all, I feel like I'm missing something obvious here. I'm attempting to write a Groovy rule that executes a REST API call to allow a lower permissions user to execute… -
Pipeline Job is failing with 'periodName' parameter is blank.Setup a nightly pipeline. This integrates with Oracle ERP and builds all the dimensions + loads actuals. The load of actuals is failing on this particular pipeline with …
-
OOB process for loading bank balances in Predictive Cash ForecastingIt appears that historical opening bank balances are loaded once, and then both opening and closing balances are calculated based on these historical opening balances, c…
-
Cash Forecasting - Historical Opening Bank Balance Not Carrying ForwardSummary: I loaded our Historical Opening Bank Balance via the import templates, then ran the Periodic Historical Opening Bank Balance rule, but the opening balance is no…
-
Update Cell-Level Security in GroovyHere is some sample code to create CLS in Groovy // #### RULE HEADER - START // // Author: Jeremie Richard // Date: Sep 2025 // Purpose: Generate Cell Level Security (CL…
-
SimulateConcurrentUser - Ad Hoc IssuesSummary: We are trying to use the simulateConcurrentUsage command in EPM Automate to simulate multiple users refreshing a smartview report. However, the operation consis…
-
Error when using Groovy's DataGridDefinitionBuilderSummary Error when using Groovy's DataGridDefinitionBuilderContent Hi, One for the nerds - I am using the Groovy DataGridDefinitionBuilder class to build a grid and am g… -
IPM Insight - Freeform ApplicationSummary: I'm running an insight in a Freeform application, and it completed as well as generated some insights, however, when I pulled a retrieve of where the data shoul…
-
pipeline file name that changes every monthSummary: my file in SFTP serveur is PBCSFILE_XXXX where XXXX changes every month (202508, 202509) is it possible to make this dynamic ? i tried with substitution variabl…
-
EPM Planning to ERP Financials connection with SSO credentialsSummary: We need to create a connection from EPM Planning to extract actuals from ERP Financials where ERP is only accessible using SSO. Content (please ensure you mask …
-
Update Valid Intersections Rules via GroovySummary I want to create valid intersections rules or conditions via groovy while creating a new memberContent Hey all, I have a situation where the client has several v…
-
Manage / Automate Valid Intersections with Groovy (Solution)Hi - The below post from @JeremieR-Oracle gave the inspiration to get over the hump on how to update Valid Intersections completely in the cloud inside of EPM. Hopefully…
-
Why doesn't leaf level data in financial forms, roll up to top level dimensions?Summary: We have data uploaded for plan and actuals in financials at leaf level. When we select the specific POV we can see the data uploaded, but when we filter for top…
-
EPM User group management via integration from source systemWe are planning to maintain our user group within EPM to maintain current status and security in line with our source system through EPM Automate and an internally maint…
-
How to Implement FX Impact ReportSummary: We'd like to implement a report showing the impact of a change in the exchange rates. Content (please ensure you mask any confidential information): In our orga…
-
Dynamic calc from Source EPM App to Stored member in Target EPM AppUsing Data Load Rule (Data Excahnge/Data Integration) I am trying to pull a Dynamic Calc from a Source EPM Planning (ASO) to Stored Member in Target EPM Planning (ASO) T…
-
Missing LinkForm and Explainability function when opening forms via Task ManagerSummary: When I open a form from Task Manager, the LinkForm and Explainability options are missing from the options list. Opening the same form from the Data section sho…
-
In which release does the performance and goals was included inside the person remove informationSummary: We were preparing auditing for Purging in which we required when this person remove information performance and goals module was incorporated into this process.…