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Planning
Discussion List
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PBCS to EPM Migration?Summary: We have just got EPM and set up a test environment however it isn't allowing me to use the migration feature to do a backup of full PBCS application and import … -
Load data using data management while entity is under approvalsHello everyone, I am locking entity using approvals or through dimension security, then I cannot submit data using SV, that's ok. Now, I Can load data using data managem…
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Where to see the Migration Status ReportSummary: Looking for migration status details Content (required): I thought the migration status report (when ran, successful, etc.) under Jobs, but it's not there; wher…
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Required roles in ERP to integrate EPBCS to ERP BIP report data load /EssJob executionSummary: We are trying to integrate to pull BIP report data from Cloud ERP to EPBCS using DM custom ERP job and essJob. Content (required): We wanted to know the require…
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EPBCS: cell history is not showing in the planning web form in latest Version 19.09.72Content We have enabled data audit in our environment. Data edit cell history is not showing in the planning web form which is updated through Smart View ad-hoc analysis…
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Rule formula to get balance valueSummary: In business rule, we need to get the balance value of an account skipping zero and missing. Content (required): The business rule needs to get the balance value… -
Budget Writeback to ERP from EPM (change sign)Summary: Change sign of revenue while budget writeback Content (required): Hello, When we bring Actual data from ERP we tick the change sign for revenue accounts. At the…
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User variable and RTPSummary: Get the content of user variable in runtime prompt Content (required): Hi, how to get the content of a user variable in clear text into a runtime prompt? At the… -
Data Management - FCC to EPBCS - Error due to Dense Column DimensionSummary: We are setting up Data Management to move data from FCC to EPBCS. We are getting an Error due to the Dense Dimension in the Data Extract. Content (required): In…
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Agent Data Integration-How to stop jobs in QueueSummary: We recently started experimenting with data integration using Agent. One of the jobs I submitted with Agent was taking quite a long time so I stopped it. I kick… -
Moved: Input to Upper Level Members in Free Form Planning ApplicationThis discussion has been moved. -
Zoom in issue for userSummary: Zoom in for user in Entity Dimension displays upper level and lower level Content (required): Users in my current project have access to smartview I can create … -
PBCS Access ControlSummary: Content (required):Hello: We are trying to report on Users in a particular group along with the entity they have security for, and when trying to use different …
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Writeback using Integration Agent with Job/Process IDSummary: We are creating a process to write back into EBS and are using the integration agent as that is the path to bring data in. We were thinking using a custom inser… -
Books Updates - Just in Reports or also in FR Reports?Summary: Wanting to confirm if some of the new functionality released for reporting books over the last quarter are also available if a client is still using FR reports?…
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Comparing 2 double values using groovy in EPBCSSummary: Need to compare grid values which are "double" data type using groovy Content (required): Hi all, Encountering a small hurdle in groovy. I have 2 values which a…
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Flex Forms Update Event - Nov 18th 2021Flex forms are an innovation where we listened to consistent end user pain points around form usage and designed a solution that addresses both end user needs and admin …
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EPBCS/Planning: Implementation of 'Best Practice' solutionsSummary: 1) Finance: Planning of additional details to support Account level. 2) Projects/Capital: Loading of Opening balances from prior year. Content (required): Good … -
Data Management Range Mapping to Wildcards, possible?Hi All! Is there any way we can have the mapping below with Sql script? Range from 92??-???? to 933?-???? mapped to 92??_???? to 933?_???? Thank you -
Is there a way to add additional dimensions to a planning module?The planning modules are more limited by the number of dimensions than the custom cubes. Is there a way to increase the number of dimensions in the modules beyond the 3 … -
Accessing JSON file and updating it using groovySummary: Hi guys, Okay, here is what I have to do. I need to maintain JSON array in a file and modify it accordingly based on requirement. So, if it is possible, can you…
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[Data Integration] How to automatically clear combinations across multiple dimensions on import?Hi everyone, We have a process where we import a flat text file extract from an external system into Planning via integration. Upon import, we have a Clear Region define… -
Add a dummy line in DM export fileSummary: We would like to add a dummy line in a data management export file to keep the structure the same. Content (required): Hi, We have a DM export rule which create…
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PBCS Invoke Fusion Financials BI Publisher report from Financial ReportSummary: As an alternative to drilling to Fusion Financials is there any way to invoke a BI Publisher report in Fusion Financials passing appropriate parameters? Content…User_2025-02-10-15-12-48-631 22 views 7 comments 0 points Most recent by User_2025-02-10-15-12-48-631 -
Deleting Users in PBCSSummary: How deleting a User in PBCS effects other dimensions in prior Versions Content (required): Hello: I am trying to find if deleting a User from MyServices will ef…
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Problem Dashboard 1.0: Hidden Dimensions in PBCSSummary: Depending on the screen resolution or browser zoom, all dimensions in a dashboard 1.0 are hidden. Content (required): So with normal screen resolution or browse… -
PBCS - Comments - alternativesSummary: Alternatives to attachment notes and comment period for PBCS. Content (required): In PBCS, the client used to use the attachment functionality for appending not…User_2025-02-10-15-12-48-631 31 views 6 comments 0 points Most recent by User_2025-02-10-15-12-48-631
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email notifications from data managementSummary: Can Data Management be configured to send email notifications following data load? Content (required): Hi All, is there a way in Data Management to send email n… -
Is Database refresh required after member property update through groovySummary: we have enabled create dynamic member at parent level and performed a refresh. Post that we are able to achieve following activities through groovy without any …
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Update UDA using API/GroovySummary Updating member UDA upon runnen calc ruleContent Hi all, For one of our customers we want to update (assign/remove) a UDA for the entity dimension, triggerd by a…