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Planning
Discussion List
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How to update OAuth settings for Oracle Cloud Services (EPM) in IDCS?Summary: I am trying to enable OAuth 2.0 authentication using refresh tokens in our Oracle EPM Cloud environments. I have already created an Integrated Application in ID… -
Important 25.11 Update in EPM Platform Forum - for PlanningSummary: Here is an important announcement posted in EPM Platform Forum regarding 25.11 Update Content : Here is the link to the announcement - please do make sure to re… -
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 …
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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…
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Suppress #noaccess on EPBCS Data FormsWe currently have multiple data forms that display all departments associated with a Business Unit. When a user with access to only certain departments accesses the form… -
UnZipping Files using zipOutputStreamJust some sample code to use the new zipOutputStream function String exportJobName='Job_Console_Export_20250925.zip' zipInputStream(exportJobName).withCloseable { ZipInp…
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YTD (Period) members not retrieving values in Management ReportsSummary: YTD (Period) members not retrieving values in Management Reports Content (please ensure you mask any confidential information): Version (include the version you…
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when is the next version of smart view being release , currenlty we are 25.200when is the next version of smart view being release , currently we are on 25.200
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Enterprise Performance Management Enterprise Cloud Service patch updatewe are using planning Version26.04.66 of Enterprise Performance Management Enterprise Cloud Service. After the recent patch update users both admin and non admin are una…
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Is it possible to build and test AI Agents for EPM Financial Planning in AI Agent Studio without IAMSummary: Is there any way I can test EPM AI Assistants without IAM Integration? Currently, I am using public instance for ERP and EPM and I do not have access to IAM. I …
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Application Refresh Taking Over Two HoursSummary: Content (please ensure you mask any confidential information): Our application refresh is taking over two hours to run when we add a new "store" account. This t… -
Retrieve the URL from the applicationSummary: When executing business rules in Oracle EPM Cloud Planning I would like to retrieve the URL of the current application. Is there any function allowing the retri…
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Add checkbox in FormsHello, We have a Card where Departments can put their requests in and they get approved or denied and gets moved in different tabs. I want to add checkboxes next to the …
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Can you Export Data with many Rows of Data to not be Split into Multiple FilesSummary: We are exporting Data using Overview→Actions→Export Data. The data being exported is becoming too large in which the .zip file generates multiple files. Is ther…
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Clearing ASO cube on RTPs with GroovySummary: I am new to EPBCS and Groovy. I have a requirement to clear partial data from ASO cube by users on recurring basis. I am trying to write a business rule which u…
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Workforce Planning Deprecated Rules in June 2026Summary: The Nov 2025 "Important Actions and Considerations" included that the following workforce rules will be updated and prior rules will be deprecated in the June 2…
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Release data for Smart View 26.100?Is there a release data for Smart View 26.100?
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Run a database refresh embedded in a rule from a PipelineI believe similar questions have come up but haven't seen a straight answer for this use case. I have a groovy business rule that performs this high level sequence: Cond… -
Oracle EPBCS: Unable to execute CopyfromSFTP in pipelineHi all, In our current project, we are trying to bring a txt file from SFTP server to Oracle EPBCS Inbox folder. We have recently encountered a job "CopyfromSFTP" in pip…
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Migration backups failing because of a Data Management artifactSummary: We migrated a backup of the Production environment to Test. We then created seven new integrations in the Test app. All the app backups I keep trying to take th…
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PBCS SmartView retreival performance issues post 26.04Post patch 26.04.66 all our users are complaining about SmartView retrieval performance. Retrievals that were running under 5 mins till Friday, April 17, 2026 are sudden…
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Source expression is causing issue in epbcs integration after 26.04 upgradeSummary: We had the following source expression in the integration which is causing issue after 26.04 upgrade Content (please ensure you mask any confidential informatio…
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Multiple Selection on Member VariableHow do I select multiple members below? I want to be able to have an option to select as much members as needed. I don't see select multiple option.
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EPM Cloud REST API Role for UPload file and delete fileHI This is about security roles for the REST API calls to work. We are interested in two REST APIs i.e. DELETE FILE(v3) AND UPLOAD File (11.1.2.3.600), we want to know w…
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Data Integration - DLRs associated with a specific Rule, runs non associated rulesSummary: Content (please ensure you mask any confidential information): Hi all, We have an issue where when a DLR has linked Rules to "run after Load" for instance, the … -
Data Integration - DLR options blankSummary: Content (please ensure you mask any confidential information): Hi all With the new version of EPM Cloud, When we try to setup the "Clear Regions" for some DLRs,…
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How to map gain and loss account for asset retirement in CAPEX?Summary: We retired a asset with sale proceeds but could not map it FS From Capex
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Conditional Stage Execution in EPM PipelineHi, I’m using EPM Data Integration → Pipeline and need conditional stages: At run time I pass a parameter (or pick from a list), e.g. A or B. If the value is A, a specif… -
Extract all level data from a BSO Planning ApplicationWe are attempting to extract all‑level data, including dynamic calculation data, from the BSO Planning application. The extraction is currently failing due to the extend…
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How to set up taxes as calendar year when application is fiscal year in EPBCS workforce module ?Summary: The application is set up as a fiscal year (Apr - Mar). However, there are certain taxes which the client wants to setup at calendar year level. We went to the …
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Is there any way to see substitution variable usageIs there any way to see where we are using this variable? Like from dimensions we can see the member usage in different forms. Is there any option for checking the usage…
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Error occurred in Groovy datamapsSummary: We've created a custom datamap using groovy, where We're customizing few dimension members. The script runs smoothly if we hardcode the Account members but fail…
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Any risks or issues to be aware of when upgrading to Essbase version 21.7.xx?Summary: Release 25.09 contains the ability upgrade to upgrade environments to Essbase Version 21.7.xx. Ability to Upgrade Environments to Essbase Version 21.7.xx Are th… -
Disable Description in data workbenchSummary: Dear Experts, We have direct integration between oracle fusion erp and epbcs system. On the workbench we are able description column coming even though it is no…