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Planning
Discussion List
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How do you favorite webforms to show on the EPBCS Home Page?We are looking for a way to allow users to favorite webforms in EPBCS so that these forms appear on their home page for quick access. We found that dashboards can be add… -
Ruleset and RulesSummary: Content (please ensure you mask any confidential information): Hi Probably a stupid question. When a rule is deployed in multiple rulesets, once I updated the r… -
Auditing of Users Running Financial Reports/Management Reports in Oracle EPM Cloud PlanningOur institution is seeking a way to retrieve how often our users run Financial Reports and/or (Management) Reports and the names. We understand that there is an Activity… -
Is it possible to use a planning function as the argument for a DTP?Summary: Can the output of a planning function be used in a design time prompt? Content (please ensure you mask any confidential information): I think the answer is no, … -
HCM Benefits Integration MappingSummary: Does anyone have experience with importing "Plan Name" via the OOTB HCMEPMDATA Integration and have found a successful way to map the benefits so they don't ove… -
Random values for Smart List memberSummary: Random Values (looks like garbage values) are gettting displayed in webform for the Smartlist Account Member Content (please ensure you mask any confidential in… -
Degraded EPM functionality using Chrome and Windows 11 24H2 - how can this be resolved?Summary: EPM Planning application forms POV cannot be changed using search when using Forms 2.0 and Google Chrome 134.0.6998.89 with Windows 11 24H2 Content (please ensu… -
Script error window pops up with "Object doesn't support property or method 'values'"Summary: My Smart View version is 23.210 and Browser Emulation Mode 11001. On 10 March 2025, I am unable to open reports using Smart View. When the report is open from t… -
Incremental Process Data with Synchronize DefaultsHi, Workforce has two rules: "Incremental Process Data with Synchronize Defaults" and "Synchronize Defaults." Can I run the "Incremental Process Data with Synchronize De… -
Top Down/ Bottomup calculation question in business ruleSummary: Hi Experts, Recently, there was a discussion about the SET FRMLBOTTOMUP ON command, which should enforce bottom-up calculation even for complex formulas, such a… -
New report book will only accept one data sourceHi All About to raise an SR - but thought would check others first. Can anyone create a report book and include a report with two data sources, we have existing books th… -
How to check user access statistics for artifacts?Hi, How can we check how many times and which user has accessed a form or report in PBCS application for the past 90 days? Is there some way to get the statistics? We ne… -
Groovy - How to exclude shared members from ASO createDataExporter()?Summary: HI All - I need to exclude shared members from a createDataExporter() ASO data export. Would the best way way be to create two lists : List 1 with the members f… -
User is getting error, when trying to change Entity on any Workforce formIn EPBCS, Workforce OOTB module- User is getting error, when trying to change Entity on any Workforce form. We have restricted those Users from seeing compensation by as… -
Dynamically Update BIP report parameters for EPM IntegrationSummary: Dear Experts, We have a BIP report based integration to be built in EPM.BIP report is having 3 parameters we need to pass. Those 3 parameters are entity, ledger… -
How “Data Load Settings” affect other functionsNavigator>Integration>Data Load Settings We have confirmed that “Data Load Settings” can be configured by a user with “User” privileges, which is an end user in Planning… -
EPM Report to pull data from two different cubes having different membersSummary: We have two different cubes, PLAN cube and OEP_FS cube, one handles allocation process by capturing allocation assumption (number) for specific account as shown…
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Reports Relative Member of CurrentPOV -1 does not render Dec prior year if Jan is selected in POVWe have a Balance Sheet Report with the Period Dimension leveraging CurrentPOV in one column and Relative Member of CurrentPOV -1 in another column and then a variance c… -
Smart View - Cell Styles Not Retained After Restarting ExcelSummary: Cell Styles Not Retained After Restarting Excel Content (please ensure you mask any confidential information): Hello! We are facing an issue in Smart View where… -
Predictive cash forecasting demo application\LCM\Snapshot.We are looking to explore Oracle Predictive Cash Forecasting application type in Cloud EPM,Could someone help if there is any demo snapshot of the application which is a… -
How to Set Conditional Smartlist Functionality ?Summary: Dear All, I would like to ask if it is possible to use Smartlists with conditional functionality. Here’s an example of what I’m trying to achieve: Column 1: Inc… -
Associate Pipelines in a cluster / cardHi All, Does anyone knows if there is a possibility to associate a pipeline in a card of the navigation flow? I know we can associate forms, reports, infolets and dashbo… -
Customising the Subject and body of the Email notification in the EPBCS Data exchange PipelineSummary: Possibilities to customize the email subject or body in Pipeline notifications. Content (please ensure you mask any confidential information): In EPBCS Data Exc… -
Capture data at Year Toal level for Line-Item Detail EPM planningWe would like to capture the numbers at the Year Total level for Line-Item Detail, but we were not able to. We were thrown an error saying, "Line-item detail cannot be c…
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Request Snapshot for EPM application for sustainabilityHello, In Oracle's documentation for the November 2024 updates, there is an indication of relevant updates to the EPM for sustainability application. Looking at this URL… -
EPM Roadmap version is not current (24.06 in Oct-24)Summary: EPM Roadmap version is not current (24.06 in Oct-24) on OCC. When is the expected date that this will be updated? We are interested in upcoming EPM features so … -
Weighted Average Not Accurate for Non Jan-Dec Fiscal Year Applications?Summary: I've got a question on the Weighted Average TB properties for Essbase. Based on the behavior I'm seeing, the Weighted Average TB properties will only work for a… -
Is it possible to auto start the plan cycle for a newly created entity in a planning unit?Summary: We would like to auto start the plan cycle for any new created entity (it inherits it's owners and reviewers from its parent, which is what we want). It only se… -
Property panel is not enabled in form 2.0Summary: Hi, We are working on form 2.0 and trying to apply the formatting in the form. We are trying to use property panel but it seems greyed out. Using SmartView if w… -
Is there a setting to round data entered at Total levels to 2 decimal placesWhen an whole number (no decimals) is entered into a quarter, or year total member it is allocated back to months evenly results in amounts with 14 decimal places. For e…