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Planning
Discussion List
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Rename/Delete a plan type in applicationHi Folks, Is it possible to rename a plan type in application once it's created or migrated in Cloud. Can we delete the plan type in cloud once its created? -
Data Management Log RetentionSummary: How long are logs available in Data Management? Content (please ensure you mask any confidential information): When I scroll to the bottom of my list, it goes b… -
Groovy Strict Validator: Auto- update or manual fix needed?Summary: Hi All, While running Groovy Validator in Planning, I received an error. The rule we are using based on one oracle provided groovy rules. My Question is: Once G…
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Data retrieval time in SmartView for Level 0 member is worse than for its ancestorSummary: Say I have a retail operations database with an Employee Type dimension that has three children: Employee Type Customer-facing employees (CFEs) Back office empl…
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Profitability and Cost Management (EPCM) Model Calculations for multiple Periods with GroovySummary: I have a pipeline in EPM Planning that push data into EPCM for all periods of Forecast scenario/Run Model Calculations for all periods to allocate Overheads/ Pu…
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AuditI'm opening this thread because, for audit purposes, we're being asked to extract some information from two applications. Much of the requested information appears to be…
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not able to import custom attributes from HCM extractSummary: We want to import data from the HCM Cloud, but other than the columns present in OOTB extract for "Assignment Data" there are other columns also that are needed… -
Mails are not coming while launching pipeline using REST API through business ruleSummary: We have a business rule which uses REST API to call a pipeline. After the pipeline is completed , mails are not coming up. This happened very recently since 1st…
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Cross Pod Pipeline not recognizing connectionWe have a pipeline that goes cross pod (Planning » ARCS). For some reason now when I use the connection I still only get the integrations from the local planning applica… -
Pipeline Job is failing with 'periodName' parameter is blank.Setup a nightly pipeline. This integrates with Oracle ERP and builds all the dimensions + loads actuals. The load of actuals is failing on this particular pipeline with …
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Migrating integrations from Development to Production in Planning applicationSummary: Hi, Can someone let me know the steps to migrate integrations from Development to Production? I tried moving Pipeline definition, but the integrations did not c…
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Run Auto Predict Job through Groovy REST API callHey all, I feel like I'm missing something obvious here. I'm attempting to write a Groovy rule that executes a REST API call to allow a lower permissions user to execute… -
pipeline file name that changes every monthSummary: my file in SFTP serveur is PBCSFILE_XXXX where XXXX changes every month (202508, 202509) is it possible to make this dynamic ? i tried with substitution variabl… -
SimulateConcurrentUser - Ad Hoc IssuesSummary: We are trying to use the simulateConcurrentUsage command in EPM Automate to simulate multiple users refreshing a smartview report. However, the operation consis…
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IPM Insight - Freeform ApplicationSummary: I'm running an insight in a Freeform application, and it completed as well as generated some insights, however, when I pulled a retrieve of where the data shoul…
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Cash Forecasting - Historical Opening Bank Balance Not Carrying ForwardSummary: I loaded our Historical Opening Bank Balance via the import templates, then ran the Periodic Historical Opening Bank Balance rule, but the opening balance is no…
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How to use retained earnings account in a balance sheet account structure?Summary: The IS Retained Earnings account we use has a formula (@SUMRANGE ("MACC_99999",Jan:@CURRMBR (Period))) in FS cube. When I try to add this account to the hierarc… -
NetSuite Saved Search different from Data Management in PBCSSummary: Content (please ensure you mask any confidential information): We are loading NetSuite data to PBCS in data management using a NetSuite saved search. I'm runnin…
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EPM Planning to ERP Financials connection with SSO credentialsSummary: We need to create a connection from EPM Planning to extract actuals from ERP Financials where ERP is only accessible using SSO. Content (please ensure you mask …
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EPM User group management via integration from source systemWe are planning to maintain our user group within EPM to maintain current status and security in line with our source system through EPM Automate and an internally maint…
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Groovy - Tidy up Job Console ExportSummary: This code is to automate the job console export and format it in a more readable format Code Snippet : // #### RULE HEADER - START // // Author: Jeremie Richard…
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Which Export Mode to use in Data Exchange Integration to override the data intersection?Summary: We have a data file where there are duplicate intersections. On prem Rule file is set to overwrite, so it loads the last intersection. But on cloud, when we run…
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Forms Drillthrough Issue for Multiple ReportsSummary: I've got a form with a single drillthrough report defined. Works fine on the web and Smart View. If I add a second drillthrough report to that same form, it wor… -
Update Cell-Level Security in GroovyHere is some sample code to create CLS in Groovy // #### RULE HEADER - START // // Author: Jeremie Richard // Date: Sep 2025 // Purpose: Generate Cell Level Security (CL…
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Error while executing rule Incremental Process data with Synchronize DefinitionGetting the following error while executing the "Incremental Process data with Synchronize Definition" rule Error executing formula for [OWP_Custom Expense] (line 0): in…
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SSO configuration only in test environment URLHello, Is it possible to configure SSO to be activated only for test environment in a first-step, before activating it in prod environment after ? Thanks, Thomas NB : we… -
Artifacts Snapshot Backup will work for creating same EPM instance after a year or twoSummary: Artifacts Snapshot Backup will work for creating same EPM instance after a year or two. Restore EPM instance from back is possible or not. Content (please ensur…
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Parts of report being cut off when using multiple grids and viewing whole reportSummary: We have several reports which use multiple grids. We have found that these are now having parts of them cut off and not visible when viewing the report as a who…
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Translate BR variable "User ID" to dimension or smart list member?Summary: Can I translate a BR variable using the User Name default value into a dimension member or Smart List value? Content (please ensure you mask any confidential in…
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How to Implement FX Impact ReportSummary: We'd like to implement a report showing the impact of a change in the exchange rates. Content (please ensure you mask any confidential information): In our orga…