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Planning
Discussion List
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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… -
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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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…
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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… -
CAPITAL convention Prorate First Day of Next Monthhi All in EPM Cloud CAPITAL module OOB, how do we implement a CUSTOM CONVENTION METHOD - "CAPITAL convention Prorate First Day of Next Month" thank you
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Anyone else experiencing Clear Cube dimension selection loss after the Oct(26.10) patch UI changes?Has anyone encountered an issue where existing dimension selections in Clear Cube jobs are lost following the UI changes introduced in the October patch (26.10)?
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EPBCS Substitution Variables Returning Old Values After October 2026 Monthly UpdateHi everyone, Has anyone experienced issues with substitution variables in EPBCS following the latest Oracle monthly update? I am using this EPBCS version: Before last Fr… -
Forecasting RSU for EUR Employees when RSU is in USDSummary: Content (please ensure you mask any confidential information): What is the recommended best practice for converting RSU values from USD into EUR for entities wi… -
In WFP module,Backfill start date is not copied to target combination after Promotion Transfer monthSummary: In Workforce module, Backfill start date is not copied to target combination after Promotion Transfer month. Vacate date is copied to all future months in the t…
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Push Budget Adjustments as increments rather than Merge from custom EPBCS cube to BCEASummary: We need to add EPM budget adjustments from custom Planning Cubes to existing Fusion Budget Adjustments rather than replace them, while preserving the initial bu…
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&OEP_CurYr does not work properly in business ruleHello experts, When I tried to run the business rule with substitution variable "OEP_CurYr" , the rule ran for FY25 instead of FY26 as per setup in Configure and Substit…
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Import and Export Options Not Visible in Oracle EPM Planning Test Environment in 26.10Hi Team, We have noticed a difference between our Oracle EPM Planning Test and Production environments under Application > Dimensions. Test – Version 26.10: Only the Cre…
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Managing alias tables in EPM 26.10With the EPM 26.10 update, I cannot find an option to add alias tables to my Planning application. Documentation says go to Navigator > Create and Manage > Alias Tables,…
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business rule performanceSummary: Business rule calc time - any way to restructure for performance Content (please ensure you mask any confidential information): So, I have a business rule that … -
PBCS termination date showing as 1/0/1900 and sometimes being treated as a real term dateSummary: Content (please ensure you mask any confidential information): In PBCS, the termination date shows as 1/0/1900 in the Roster when an employee has no termination…
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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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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):…
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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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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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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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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… -
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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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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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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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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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…
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Pipeline Job is failing due to a null param1Existing pipeline is failing due to param1=null ? This pipeline had been setup long ago and it was working just fine when needed to run, until today. I got these error m…
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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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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…
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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 …