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Planning
Discussion List
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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 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…
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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… -
Clear Cell Details function under Action Menu is not working in Oracle EPBCSSummary: I am trying to Clear supporting detail via the clear cell details function under Action Menu, but returned message = "No Supporting Detail were found for the se…
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Is it possible to disable the EPM Planning Approvals Delegate option?When a user navigates to User Preferences and selects Delegate for Approvals. A new drop-down appears containing a list of all the users within the system. Is there a wa…
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Using Global Assumptions Across Entities in the Projects ModuleHi Team, Regarding the Oracle EPM Planning Projects Module, we have enabled the Projects module and are planning to use the out-of-the-box capabilities to calculate proj…
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How to resolve "Warning Planning Provider Error" when trying to edit cell that has Line Item Detail?Summary: Unable to edit existing Planning cell with Line Item Detail. "Warning Planning Provider Error" Not much more information to provide. When anyone tries to enter …
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Localhost connection not working (again)Assume this is not unique to me - but EPM Planning v26.08.65 seems to have broken the localhost connection again have tried with and without adding the 443 port number, … -
EPM Project integration at task level in PPMSummary: Customer has a requirement to integrate projects at task level from EPM to PPM. Is there any way to do this? Content (please ensure you mask any confidential in…
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Locking Approval unit in Phased submission and Reviewer approval actions.Summary: HI Everyone we are facing the below problems while approving and locking an entity when Phased submission is enabled. configurations enabled are 1. We have give…
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IPM Events | Assigning overlapping events to a single calendarSummary: I am currently evaluating the use of Predictive Planning in PBCS based on a prototype that forecasts sales for the next 12 months using A#Sales, C1#Product Spli… -
How to Use a Dedicated Alias Table for GeoMap Charts in Oracle Planning?Summary: We are looking for a way to use a dedicated alias table, UDA, or attribute as the basis for GeoMap charts in Oracle Planning, because neither our entity member …
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PBCS User variable selection throws an error ajax to servlet failedSummary: During selection of member name in user variable limits, it is giving this error "ajax to servlet failed" with a small pop-up window for one particular project.…
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dashboard Planning provider error once after the forms are converted to 2.0 and dashboards to 2.0Converted forms 1.0 to 2.0 in settings and converted all my dashboards to 2.0. While checking the dashboards working, few of them where showing "Planning provider errror…
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Forms with No Formulas in Formula rows now showing 0.00 in SmartViewSummary: We use Formula Rows as breaks in Forms to separate the data displayed in the forms. We do not enter in any Formula in these rows. They are now displaying 0.00 w…
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Smart view grid extendsSummary: In 25.200 or higher, when a user enters a numeric value in a cell outside the area of the grid, upon refresh the grid extends and clears the number. In contrast…
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Trailing 12 Months EPBCS FormsHi, in PBCS forms is there a way to utilize current month and year substitution variables and functions to create a trailing 12 month look at actual vs plan. I figure I …
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How to use a member category in a data integration mapping?Summary: I'm building an integration between 2 cubes of PBCS. In the mapping, I want to use the categories of the dimension members (instead of the dimension members). C…
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Smart View Cell doesn't get dirty or dark yellow if we copy paste values from formula cellSummary: Smart View Cell doesn't get dirty or dark yellow if we copy & paste values from formula to the cell, but if you refresh the sheet and paste the values again, Ce…
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Business Rule Prompts: Capture member into text variable?As part of the execution of a business rule with prompts the user is required to select/type a Company and Cost Center. Can I use their responses to also set two text va…
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Import data no longer works from a groovy scriptSummary: The data is not loading properly from Oracle ERP, we are selecting one month (e.g. Aug-25 to Sep-25). It shows an error of: Script failed on line: 54, with erro…
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"Source Period Year" only allows NumberSummary: We are building a file-based integration with columns including Year and Period. We are unable to define a "No Year" value in the file under the Year column. De… -
Will the EPM Projects Module integrate with the EPM Workforce Module if we plan in Workforce by Job?Summary: Will the EPM Projects Module integrate with the EPM Workforce Module if we plan in Workforce by Job only? Content (required): The "Administering Planning Module… -
Deleting file from Inbox/Outbox Explorer using REST APIHi all, We are trying to delete a csv file from Inbox/Outbox Explorer using the below REST API https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-co…
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Issue with Forecast Data Integration Between EPM Planning Project and Project Portfolio ManagementSummary: We are implementing an out-of-the-box (OOTB) EPM Planning solution using the EPM Planning Project module, while our client also utilizes the Oracle Project Port…
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RDESCENDANTS ErrorsSummary: Using the function @RDESCENDANTS I found a couple of errors and wonder how you dealt with it. My script structure: @REMOVE ( @Relative( Total of Main-Hierarchy …
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is there any option to call the FRS reports from OICSummary: We have requirement to call the FRS reports from OIC and to push the output to SFTP. Is there any option like we call BI reports. Content (please ensure you mas…
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Renaming Planning form column headerSummary: Normally, the column headers in a form represent the name or alias of the member. However, am just wondering - can we have the custom header name ? we don't wan…
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EPM Assistant - Oracle AI Studio via Demo environmentHi all, As we are exploring the advantages and possibilities of setting up a connection between Oracle EPM (specifically Planning and FCCS) and Oracle AI Studio's, we ar…
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Data Export to .dat file with 31 columns.Summary: Dear Experts, We need to export text, Smart List, and numeric data from the Planning system into a .dat file. Since this is not possible using the standard Data… -
Is there any way to freeze a row or column in a form so it stays visible even when scrolling?Summary: Does anyone know if there is a way to freeze a row or column in a form (like freezing panes in Excel)? It would help the usability of some of our forms. Thanks! -
Hierarchy-driven Smart Lis t- Display Member Name or Alias (instead of Description)Summary Hierarchy-driven Smart Lis t- Display Member Name or Alias (instead of Description)Content Hello, Does anyone know if there is way to display a member name/alias…
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We need to host EPM Automate in OCI and also write shell script for EPM AutomateSummary: We need to host EPM Automate in OCI and also write shell script for EPM Automate which calls Pipeline functionality. How can we achieve using OCI that has EPM e…