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Planning
Discussion List
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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… -
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… -
Can not run groovy rule when attach rule to DashboardHello everyone, I have a dashboard. And now i want to attach the business rule (Groovy scrtipt) to this dashboard with the set up below: But the rule is groovy script. S… -
Is it possible to export text, smartlist or date members using Data management rules to a text file?Summary: We have a query to export the data from EPBCS to Flatfile, the data include Text, SmartList, and Date. However, when I tried to export, it exported numeric not …
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Groovy (grid) rules with DashboardsSummary: I'm looking to run a groovy rule with grid operators within a dashboard. Content: Hello, I recently setup a dashboard that has a few forms within it. The variou…
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Share access to the Oracle Cloud Earned Value Management demo environmentSummary: Hello, Could someone please share access to the Oracle Cloud Earned Value Management demo environment with me? Thank you! Content (please ensure you mask any co… -
How to split EPM Financial Reporting (Reporting) AliaseName using Delimiter featureSummary: Hi, we have specific requirement where MemberAlias Name to be split based on Delimiter in EPM Financial Reports (Reporting). Ex: PRODUCT Alias Name 1233444 1233…
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What are the different features included with Enterprise EPMSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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Aggregation is not happening correctly for a Job at OWP_Existing Employees Level for a Cost CenterHi All, We are facing issues for few cost centers where aggregation is not happening at certain job levels at OWP_Total_Employees. These are not new jobs. We ran Calcula…
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Can we have a member with Dynamic Calc in one cube and Never share in another cubeSummary: We would like to confirm whether it is feasible to have a member defined as Dynamic Calc in one cube and Never Share in another cube, while using the same hiera…
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One column not taking formatting with design time formatting on formsSummary: I am working with design time formatting to format a form. When I apply the formatting and hit save there is one column that is not taking the formatting. I hav…
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Pipeline setup for Copy to SFTPSummary: Content (please ensure you mask any confidential information): Hi, Can anyone provide some guidance on how to setup the Copy to SFTP with pipeline? While readin…
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Book Prompt Member AliasSummary: Hello, I created a Book within Planning that is the combination of two reports in Planning. Both reports have a Prompt for a specific Dimension and both are cur…
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How to setup SFTP connection in the EPM with ppk Private KeySummary: How to setup SFTP connection in the EPM with ppk Private Key? I only can use user name and password? Content (please ensure you mask any confidential informatio… -
Planning: Data Integration, default Start Period \ End PeriodSummary How to change\set default Start Period \ End Period drop-down in Planning Data Exchange > Data Integration?Content Hi, Can anyone help me - I am setting up a Dat… -
Smartview member selector is not opening with the default alias tableHi, Couple of users raised an issue regarding smartview. When they select the member selector, the hierarchy is displayed with a custom alias table instead of the defaul…
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Predictive Cash Forecasting: Exclude Weekends/Holidays from Daily Statistical Prediction outputSummary: We are implementing Predictive Cash Forecasting (PCF) and are mainly interested in Daily Cash Forecasting, using the Statistical Prediction Forecast Method for …
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Merge data slice does not work in pipelineHi everyone, I am creating datapipeline for merging data slice epm platform job. However, it showed the error: My parameter here: What should I do next? Thanks and have …
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Creating Schedule from Task Manager Template using REST APII am trying to create a schedule from template using REST API. I have enabled "Integration Name" override parameter for "Run Data Integration" task type. Is it possible …
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Can we customize the error message Access Denied for user to path <Path Name>Summary: We are calling one OTBI report from another using the column action. All users do not have access to all reports. When an employee clicks on a report they lack …
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Drill Through from FCCS to EBSSummary: Step by Step process to do drill through from FCCS to EBS applications in SmartView. We are using Data integration process to load data from Source. Content (pl…
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Multi period integration pulling data from BI Report issueSummary: Hi everyone! I have a multi-period integration setup that pulls data from a BI report in ERP. This report accepts only one parameter and generates data for the …
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SET HYBRIDBSOINCALCSCRIPT NONE; not workingSummary: Hi, I have written one rule in Jan'25 for Retained Earning with SET HYBRIDBSOINCALCSCRIPT NONE; which worked fine but is not provide expected result in Jan'26. …
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How to limit the value in smartlistHello experts, I have one question related to the Smart List. I am creating a smart list of the members. When I select the members, I found that it only allows me to cho…
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Data Management Batch from NetSuite FailingSummary: Content (please ensure you mask any confidential information): We have a batch that loads data from NetSuite that is failing. I looked at the logs, but don't un… -
What is the limit on number of Valid Intersections(VIs) that can be maintained on EPM Planning??Summary: Currently there are around46k rows already in EPM for my client. As per the VI file shared recently, there areadditional 34k to be loaded. There would be a simi… -
EPBCS Financials Icon is missing in one of the enviromentsSummary: We are trying to use the Financials section in our planning module which is one of our old environments so we cannot clone. When I attempted to review the confi… -
Import Security Roles/Groups assignments using EPMAutomateSummary: Hi, I am trying to import both User Roles and User Groups assignments exported using the commands "roleAssignmentReport" and "userGroupReport" but I dont find a…
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How to load multiple periods into beg balance in EPCMSummary: In order to have a calculated driver work in EPCM I need to add my Prior Years Year Total with the BegBalance from the prior year. We had initially loaded the d…
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User is unable to open the Data form getting an error ajax to servlet failedHello Everyone, A specific client user is unable to open a data form, even though the required access roles have been assigned. We tested the same access with a test use…
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Automated export of the data management workbenchSummary: It's been asked before and it appears the only method to export workbench data I've found is to use a "report" in the data management interface. Unfortunately, … -
Task Manager: Passing Schedule Period and Year as Task Parameters for custom user taskSummary: We have user tasks pointing to reports which are driven by "Substitution Variables" i.e., &ActMonth=Dec and &ActYr=FY25, Currently Trying to drive these instead…