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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… -
best practice to integrate BRM with EPM FinancialsHI Team we need to extract customer level COGS / revenue from BRM and load to EPM Financials. Seeking your suggestions on the best way forward? OIC? EAI And EPM Integrat…
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EPBCS Metadata Load Error – Unrecognized Column Header Values for Entity Dimension during DM ExportSummary: We are experiencing an issue while loading metadata into EPBCS. During the metadata import, we receive the following error: Unrecognized column header value(s) …
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Manage / Automate Valid Intersections with Groovy (Solution)Hi - The below post from @JeremieR-Oracle gave the inspiration to get over the hump on how to update Valid Intersections completely in the cloud inside of EPM. Hopefully… -
Pipeline - Integration does not work for files inside inboxSummary: Two issues here. I am just unable to select the file to launch the pipe line from any folder. I have admin rights. When I type the file name in the box , the in…
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Import data action menu missing in TEST cloud 26.10Summary: Content (please ensure you mask any confidential information): Hi all We are seeing that on the new cloud version in TEST 26.10 the import / export data menu op… -
add reporting currencySummary: Need to add 2 new reporting currency members as children of existing reporting currency dimension Content (please ensure you mask any confidential information):… -
Various entities are not available in the selection when running the “collect planning data” processWe wanted to know why, when running the “collect planning data” process, not all entities are available in the selection, even though the “Collection type” is set to “ta…
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Smart List Values corruptedSummary: Trying to understand how Smart List values in forms can become corrupted (and then cause error in business rule: invalid argument in function [@_BPROC]) Content…
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Validate RTP in business ruleSummary: In a business rule is there any way to validate RTPs without using Groovy? Content (please ensure you mask any confidential information): So user passes in {vSc…
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Task list bulk status updateIs there a option or workaround to bulk update task completion status for all Users/Groups? Details: Client is looking for an option to bulk update of task status to req…
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Unable to retrieve the source Budget namebudget writeback integration from EPM to the ERP system was failing during the Fusion export step, blocking the Control Budget scenario from receiving data. Unable to re…
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Workforce Planning (Job Granularity) – supported approach to reverse/restore a departed jobWorkforce Planning application is configured with Job granularity only; Employee granularity is not enabled. The customer needs clarification on the supported process wh…
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OOTB Workforce Forecast calculation with closed Actuals in Forecast and having YTD thresholdsSummary: For Forecast OOTB Workforce, the scenario is: Closed months should contain Actual payroll compensation. Open months should contain calculated Workforce Forecast…
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EPBCS - Rolling Forecast - Capital and Workforce AND MONTHLY RF?Q1) EPBCS only supports OOB RF for financials and Projects. So what is the approach for CAPITAL And WORKFORCE OOB modules? Q2) Even in Financials and Project modules, in…
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Data Integration Map Members using Import Current DimensionHello all, Good day. I am hoping anyone from this group can help me. I have created a Data Integration and would want to try to Map Members by importing through Actions …
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OOB Rolling Forecast (Financials + Workforce Question)Background: Client is enabling OOB Financials & OOB Workforce. The client wants to enable a 6 quarter rolling forecast (for OEP_FS). Issue: When we enable Rolling Foreca… -
Data load not pulling data via BIPWe are trying to pull data from a custom BIP report in the ERP instance. The user has access to the report and can manually run the report in the ERP instance and can se… -
Import Snapshot getting failedSummary: While importing the snapshot to another instance, I am getting below error "/Global Artifacts/Calendar :- Invalid parameter: Historical periods, Exceeds number … -
export multi-period to a fileSummary: export of multiple periods to a file via data management NOTE - the is PBCS outputting to a FILE not the other direction. Content (please ensure you mask any co…
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EPM future RoadmapHi Experts, Does anyone know where the applications Roadmaps have moved to? The documentation still points us to CCC - Customer Journey but it isn't there anymore. Sign …
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IPM Prediction result for Inconsistent historical data. - Accuracy is not good.Summary: We are trying to implement IPM insights and prediction. But we have many SKU-level series have long runs of zero periods followed by large spikes. For example, …
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IPM Insight Prediction - at Quarter level for monthly calendarSummary: Hi All, Our Planning application is configured with a monthly calendar/period level. However, the historical data is not consistently available for every month—…
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How should Dynamic Time Series (DTS) members behave in a ratio member formula?Summary: Hi all, I'm looking for guidance on how Dynamic Time Series (DTS) members interact with member formulas for ratio/KPI accounts in EPBCS. Setup Period dimension:…
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URGENT : User Account is locked and unlocked ! Don't understand what is the problemHello All, Technical user tries to connect to Planning of EPM Cloud but it doesn't work, so it gets locked... in the rapports it's written that his password has been exp… -
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… -
DataMap error due to Could not initialize class com.hyperion.amw.AMWOur overnight batch scripts on Linux server to load data from upstream to PBCS application are failing while trying to execute DataMap. Error that we are receiving highl…
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How to attach template to the business rule or Make a Template Visible to Power Users Without AttachHello experts, I would like to ask for some advice regarding Templates in Oracle EPM Cloud / Planning. Currently, I have created a template that I would like Power Users… -
Can Groovy Generate a Form URL with a Specific User Variable Value?Hi everyone, I have a requirement in EPBCS where I would like to send users a direct link to a specific Planning Form via email using Groovy. I have a form that contains…
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Request Oracle support to Increase EPBCS Member Alias show more than 80 CharactersHello experts, As part of our EPBCS implementation, we have a business requirement to display descriptive information using the Member Alias. The business has a strict r…
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EPMAT-7 login error through encrypted password using script after upgradeHi Experts, I upgraded EPM Automate on the server to 26.09. I am having issue login in using a batch script. I am getting this error : EPMAT-7 Unable to connect as above…