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Planning
Discussion List
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In which release does the performance and goals was included inside the person remove informationSummary: We were preparing auditing for Purging in which we required when this person remove information performance and goals module was incorporated into this process.… -
How to auto generate project number in Oracle PBCS for project planningSummary: Hi Team, We are building a pipeline project planning application in PBCS as a custom build . We have a requirement to auto generate project numbers following a …
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OOB process for loading bank balances in Predictive Cash ForecastingIt appears that historical opening bank balances are loaded once, and then both opening and closing balances are calculated based on these historical opening balances, c…
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Conditional formatting issue in ReportsSummary: I have a basic grid with a couple of formula rows and then a second reference grid which I pull the results of the main grid formulas into, using the CellValue(…
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how to enable or configure the ESG reporting for EPMSummary: Hi, Can you help in providing the steps for configuring or enabling the ESG reporting for EPM Content (please ensure you mask any confidential information): Ver…
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why Netherlands Antilles Marked as obsolete in HCM?Summary: Could someone please clarify why the ISO country code AN (Netherlands Antilles) is marked as obsolete in Oracle systems? I understand that the Netherlands Antil…
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Entered data using custom drop-down (Smart Lists) in Smart View but appeared as random number in WebHello Everyone, Has someone had a similar issue wherein you Entered a data using custom drop-down (Smart Lists) in Smart View but appeared as random number in Web after …
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Business Rule: Capture logged-in user ID?Summary: Is there a way to capture, say in a variable, the ID of the logged-in user? Content (please ensure you mask any confidential information): We're building a cust…
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How to get the beginning and ending balances for each period?Summary: We are in the process of implementing EPM planning and I'm trying to create a balance sheet and income statement reports in narrative reporting but can't figure…
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Member Formula Not Summing Two Roll upsSummary: Need to add up EBIT & Taxes in a member formula Content (please ensure you mask any confidential information): I need to create an account that sums up two roll… -
How to create the card to connect to EDMCS via EPBCS by using navigation flow?Hello everyone, I am trying to create a navigation flow for EDMCS in EPBCS UI based on Oracle's guidance document: However, when I created a sub tab and input the EDMCS … -
How to create the SFTP connect in EPBCS for Using a Copy from SFTP Job Type?How to create the SFTP connect in EPBCS for Using a Copy from SFTP Job Type for pipeline? I tried creating SFTP connection in connections in EPBCS Application. What shou…
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Issue with Smart View SSO login screenSummary: We have noticed recently that the first time users login to Smart View after closing and reopening Excel the SSO login pop up does not automatically appear as i…
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Access SmartView from Word and connect Oracle Planning reports , without having Narrative ReportingHello, Is it possible to access SmartView from Word and connect Oracle Planning reports (made with reports and not Financial reporting) without having Narrative Reportin…
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Using Groovy in EPBCS to export data from EDMHello everyone, I am doing step by step to set up the Groovy rule to import metadata from EDMCS to EPBCS based on this guidance: https://www.oracle.com/webfolder/technet…
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Maximum number of Oracle Epm groups in EPBCSHello, In our EPBCS application, cost center hierarchy is very big. Client is saying as per their existing Planning budgeting system, they might need user security to be…
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SUGGESTIONS - forecasting vs actuals account granularityhi Team want your suggestions. Our client does forecasting at a different level of accounts v/s the Actuals flow in. What are the recommended approach in EPM Cloud and w…
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Dynamic calc from Source EPM App to Stored member in Target EPM AppUsing Data Load Rule (Data Excahnge/Data Integration) I am trying to pull a Dynamic Calc from a Source EPM Planning (ASO) to Stored Member in Target EPM Planning (ASO) T…
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EPM Planning: Update Test EnvironmentSummary: We implemented EPM Planning in 2022, converting from on-prem Hyperion to the cloud application. As part of that implementation, we have a test environment, but …
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How to disable email notifications triggered to users on Approvals by the System AdministratorSummary: How to disable approval notifications triggered to users when the system administrator has turned off the approval notifications, but users have enabled it in u…
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How to create the SFTP connect in EPBCS for Using a Copy from SFTP Job Type?Summary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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Rules are not displaying under RulesSummary: Hello, Does anyone know why the rules are not displaying under Rules? The Daily maintenance ran last night, and it did not resolve it. We also redeployed all ru…
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SV Error: members from dimension account are selected on the ad hoc grid twiceSummary: I am getting this error while creating ad-hoc. However, I am not getting this error while creating ad-hoc of different cube in same EPBCS application. Cube is r… -
Options - supporting details copy to new forecastWanted to understand the various options we have in EPM Cloud to copy SUPPORTING DETAILS / LINE ITEMS across different scenario members Copy Data - (CONS) there is no jo…
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Forms 2.0: Same dimension in multiple columns: start in one column expanded, in others collapsed.Summary: Form with FC/ACT/BUD in columns, each scenario with 12 periods (IDescendants(Periods_Total). I want FC scenario to start with expanded periods, the other should…
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Oracle EPM Data Pipeline Cross Pod ExecutionSummary: Executing One Pod Pipeline from Another Pod, triggering FCCS Instance Pipeline from EPBCS Instance Pipeline Content (please ensure you mask any confidential inf…
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Choosing Algorithm on predictive planning ScreenSummary: This is more on knowledge bite. One of my customer has asked that if we can choose algorithm while doing predictive planning. If Yes, can you share the document…
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Using PPM to EPM metadata integration, why are only capital projects coming through?Summary: I have set up the integration between ERP Projects and EPM Projects using the oracle docs method: Integrating EPM Planning Projects and Oracle Fusion Cloud Proj…
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formatting non financial accounts in Strategic modeling web interfaceI have a calculated year account in Strategic Modeling. The data appears as financially formatted content. So year 2026 is appearing as 2,026.000. This may not be accept…
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"Business Rule completed successfully" pop up not showing in SmartViewSummary: Hello , We have a form that has a business rule and smart push attached to it . Upon saving the form , the rule has to run followed by the smart push . In web ,…