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Planning
Discussion List
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Planning forms not inheriting folder security Aug2026Summary: This issue occurred a few years ago and was resolved through patching. Has anyone seen it reoccur after the August 2026 patch, where folder-level security is no… -
Multi column data Load with period in columnHi Everyone, Im trying to load multi-column period data via DLR in Data Management, the requirement is, it shouldn't be full year load but file will contain all the mont…
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Planning Reports Bursting is failing overnightSummary: We have always had Reports bursting overnight without issue, however the last two nights we are getting failure notices where it looks like it is losing connect…
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Validation rules not working after refreshing the formIssue: Data Validation Rule cell colors display correctly the first time a form is opened in Smart View (e.g., when opened via a task list link), but the formatting is l…
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Error 1370388 When Importing Account Metadata from EDMCS to PlanningWe have a Planning Application with an Account dimension structure that doesn't bring any warnings when refreshing database. To this application we want to update the Na…
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From where customer site data is populating in the demand plan tableWe have created the customer planning profile and assigned that profile to the new customer demand plan. We've designed this to eliminate the customer site level from th… -
Error In Generating Some Books In Update 26.08.95Summary: For some books we are now getting an error message "An error occurred while processing CascadeElement…". See below screenshot for reference as well. This was wo…
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Clear Cell Details function under Action Menu is not working in Oracle EPBCSSummary: I am trying to Clear supporting detail via the clear cell details function under Action Menu, but returned message = "No Supporting Detail were found for the se…
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Is it possible to disable the EPM Planning Approvals Delegate option?When a user navigates to User Preferences and selects Delegate for Approvals. A new drop-down appears containing a list of all the users within the system. Is there a wa…
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How to resolve "Warning Planning Provider Error" when trying to edit cell that has Line Item Detail?Summary: Unable to edit existing Planning cell with Line Item Detail. "Warning Planning Provider Error" Not much more information to provide. When anyone tries to enter …
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Using Global Assumptions Across Entities in the Projects ModuleHi Team, Regarding the Oracle EPM Planning Projects Module, we have enabled the Projects module and are planning to use the out-of-the-box capabilities to calculate proj…
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EPM Project integration at task level in PPMSummary: Customer has a requirement to integrate projects at task level from EPM to PPM. Is there any way to do this? Content (please ensure you mask any confidential in…
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Locking Approval unit in Phased submission and Reviewer approval actions.Summary: HI Everyone we are facing the below problems while approving and locking an entity when Phased submission is enabled. configurations enabled are 1. We have give…
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How to Use a Dedicated Alias Table for GeoMap Charts in Oracle Planning?Summary: We are looking for a way to use a dedicated alias table, UDA, or attribute as the basis for GeoMap charts in Oracle Planning, because neither our entity member … -
Smart view grid extendsSummary: In 25.200 or higher, when a user enters a numeric value in a cell outside the area of the grid, upon refresh the grid extends and clears the number. In contrast…
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How to use a member category in a data integration mapping?Summary: I'm building an integration between 2 cubes of PBCS. In the mapping, I want to use the categories of the dimension members (instead of the dimension members). C…
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"Source Period Year" only allows NumberSummary: We are building a file-based integration with columns including Year and Period. We are unable to define a "No Year" value in the file under the Year column. De… -
IPM Events | Assigning overlapping events to a single calendarSummary: I am currently evaluating the use of Predictive Planning in PBCS based on a prototype that forecasts sales for the next 12 months using A#Sales, C1#Product Spli…
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Smart View Cell doesn't get dirty or dark yellow if we copy paste values from formula cellSummary: Smart View Cell doesn't get dirty or dark yellow if we copy & paste values from formula to the cell, but if you refresh the sheet and paste the values again, Ce…
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Business Rule Prompts: Capture member into text variable?As part of the execution of a business rule with prompts the user is required to select/type a Company and Cost Center. Can I use their responses to also set two text va…
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is there any option to call the FRS reports from OICSummary: We have requirement to call the FRS reports from OIC and to push the output to SFTP. Is there any option like we call BI reports. Content (please ensure you mas…
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RDESCENDANTS ErrorsSummary: Using the function @RDESCENDANTS I found a couple of errors and wonder how you dealt with it. My script structure: @REMOVE ( @Relative( Total of Main-Hierarchy …
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Data Export to .dat file with 31 columns.Summary: Dear Experts, We need to export text, Smart List, and numeric data from the Planning system into a .dat file. Since this is not possible using the standard Data… -
Import data no longer works from a groovy scriptSummary: The data is not loading properly from Oracle ERP, we are selecting one month (e.g. Aug-25 to Sep-25). It shows an error of: Script failed on line: 54, with erro…
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Is there any way to freeze a row or column in a form so it stays visible even when scrolling?Summary: Does anyone know if there is a way to freeze a row or column in a form (like freezing panes in Excel)? It would help the usability of some of our forms. Thanks! -
Localhost connection not working (again)Assume this is not unique to me - but EPM Planning v26.08.65 seems to have broken the localhost connection again have tried with and without adding the 443 port number, … -
identify two prior months based on substitution variablehi how in EPM Cloud planning business rule(calc script), can we identify two prior months based on substitution variable &CURACTMTH and &CURACTMTHYEAR? (and that too the…
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EPM Integration Design: Preventing Double Counting in FinancialsSummary: Hi Team, Looking for guidance on avoiding double counting in EPM Financials. Assume, we have all four modules OOTB enabled. 1. Workforce + Projects Labor Workfo…
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User security driven by attributes restrict cell and its ancestorsSummary: APAC Region FP&A lead must have read access to the MRU_Global for a MPP project only .MPP is an attribute in the system. If Project is tagged as GO , User acces…
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Is there any way to persist the "Resize Column" setting in the Forms Library?Hi everyone, I'm wondering if anyone has found a way to keep the "Resize Column" setting in the Forms Library. In the folder view, I can right-click on the Description (…