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Planning
Discussion List
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Parts of report being cut off when using multiple grids and viewing whole reportSummary: We have several reports which use multiple grids. We have found that these are now having parts of them cut off and not visible when viewing the report as a who… -
Error Connection in Validator Engine GroovyHello, while validating with the Groovy engine validator, we encountered the following error: The connection is made in this way: How can we solve it?
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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…
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Massive Increase of Application size after Oracle Fusion Cloud EPM Planning Gen2 UpgradeWhen our Oracle Fusion Cloud EPM Planning instances were migrated to Gen2 in 2023, our Application Size metrics blew out. Since then our application size has been growin…
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Migrate on-prem Planning application to cloudI was able to migrate 1st planning application to cloud using LCM export from on-prem and import that to cloud but cannot migrate the 2nd one. It gives error message tha…
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Data retrieval time in SmartView for Level 0 member is worse than for its ancestorSummary: Say I have a retail operations database with an Employee Type dimension that has three children: Employee Type Customer-facing employees (CFEs) Back office empl…
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Rename/Delete a plan type in applicationHi Folks, Is it possible to rename a plan type in application once it's created or migrated in Cloud. Can we delete the plan type in cloud once its created?
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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… -
Data Management Log RetentionSummary: How long are logs available in Data Management? Content (please ensure you mask any confidential information): When I scroll to the bottom of my list, it goes b… -
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…
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Validation Rules not working on forms in Smart ViewSummary: Content (please ensure you mask any confidential information): When creating a validation rule on a form and selecting cell styles in Smart View (default), the …
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EPM to PPM project exportSummary: We are trying to export approved projects (created in EPM) to the PPM. The process is showing success in EPM, but no projects are being created in PPM. Content … -
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…
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Translate BR variable "User ID" to dimension or smart list member?Summary: Can I translate a BR variable using the User Name default value into a dimension member or Smart List value? Content (please ensure you mask any confidential in…
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Groovy Strict Validator: Auto- update or manual fix needed?Summary: Hi All, While running Groovy Validator in Planning, I received an error. The rule we are using based on one oracle provided groovy rules. My Question is: Once G…
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AuditI'm opening this thread because, for audit purposes, we're being asked to extract some information from two applications. Much of the requested information appears to be…
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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…
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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…
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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…
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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…
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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…
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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… -
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…
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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…
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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…
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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…
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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 …
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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…