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Planning
Discussion List
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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… -
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… -
Oracle ARPS Route ProfitabilitySummary: The ARPS Route Profitability is very promising to us, and we would like to know if this will be of Planning or EPCM app type from the onset and will be getting …
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Calculation Performance Degradation in ProductionSummary: Production Cloned to another Instance Content (please ensure you mask any confidential information): We cloned our production environment into a parallel produc… -
How to distinguish EPM UI access vs EPM Automate access using IDCS or application logsSummary: How to distinguish EPM UI access vs EPM Automate access using IDCS or application logs Content (please ensure you mask any confidential information): We have a … -
Drill Through not available after application restoreWanted to ask the experts here about expected functionality after an application snapshot restore. We recently had to recreate an environment and restore an existing app…
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excel hanging up while using smartview frequentlyHi, Excel hangs up and gives an error asking the use if they want to disable the hsget add on. This keeps happening frequently for a user even when user is not using any…
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Using epmautomate to run a reportSummary: Is there a way to run an automated report batch using epmautomate? In here, the definition of a report is the product that replaced Financial Reporting and Repo…
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Workforce Planning – Incorporating Utilization % Logic into Seeded Salary Calculation (PBCS)Summary: I am implementing the seeded Workforce Planning module in Oracle PBCS and have a client requirement to incorporate a Utilization %–based adjustment to employee …
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begbalance is not getting calculated correctly when doing project to date in custom planningSummary: In our custom planning app, we let users input periodic and use calc scripts to calculate year-to-date and project-to-date for revenue and cost accounts. We ach…
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EPBCS - Task Manager - Action bottom disableSummary: For Action bottom when submitting task can we disable some action menu from it or its default Content (please ensure you mask any confidential information): Ver…
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EPBCS - Task Manager - Audit retentionSummary: what is the history retention period for task manager audit and how to extend it Content (please ensure you mask any confidential information): Version (include…
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EPBCS - Task Manger - Edit the warning message upon submitting taskWhen submitting task for approval in task manager, there is a pop-up message saying that upon submit you can't modify data, can we edit this message
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Adding new periods in data exchange to global mappingSummary: Content (please ensure you mask any confidential information): I want to add 2 years to the global mapping. If I use the template, should I only include the new… -
Flexibility in Weekly Distribution selection - Different for each quarter & year.We have a requirement to Plan at Month level but would like to have specific Weekly distribution (which is different) at quarter as well as year level. For example: Q1 f…
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Accounts members Enabling for the respective CubeIn Planning Application: We have enabled a particular Accounts for financials Cube but we are not able to enable it for the Projects cube. What can be probable cause and… -
having maximize and minimize icons in PBCS dashboardsHi, I have dashboards which consists of 5-6 webforms. Dashboard look is clumsy due to multiple webforms. When I need to maximize a webform from the dashboard, i need to …
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Clear budget data while sending data from EPM planning to ERPSummary: We have integration to push Budget numbers from Planning application to "Oracle Cloud ERP GL balances", if we update some intersections as #Missing in Planning …
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Where can I download soc 1 reportSummary: Content (please ensure you mask any confidential information): I normally go to my services dashboard, but that is no longer working. i have put in a ticket, bu…
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Data map did not work properlyHello experts, I am facing a stupid thing and need help 🥲. I am using data map to push data from CAPEX to FS cube. However, it did not work properly. For example, my so… -
OAuth for SFTP File transfer REST APISummary: Dear Expert, We are using REST API and groovy script to copy file from SFTP to EPM Inbox. Can we use OAuth for SFTP credentials so that SFTP credentials won't b… -
Capitalization Process with Integration (EPMSummary: How is the capitalization handled for Capital Projects with Integration in place (EPM & ERP). We have integrated capital projects from EPM to ERP Capital projec…
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Oracle EPM-PCF Module - Seeded Integration of Oracle Fusion with PCFHappy New Year. Dear All, May I know if seeded integration of PCF module with Oracle fusion is available? if yes, could you please provide the steps to connect to Fusion…
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Dec Period Mapping in data Management** HAPPY NEW YEAR *** Hi Team, Need some help understanding a behavior we are seeing with date-based period key to parameter conversion in ERP reports. We are using repo…
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Period Mapping for DEC month*** Happy New Year *** Hi Team, Need some help understanding a behavior we are seeing with date-based period key to parameter conversion in ERP reports. We are using rep…
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how to set decimal precision in Data Exchange while loading exchange rates to planningSummary: We are running a SQL to extract exchange rates from EBS and loading to planning. In cloud, it looks like the decimal precision stops at 4 when I retrieve the ra…
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Guidance Requested – Handling @XREF Hundread Dependencies in Hyperion to Oracle EPM Cloud MigrationContext We are currently planning a migration from Hyperion 11.1.2.4 (Planning / Essbase) to Oracle EPM Cloud (FreeForm / Custom Planning). The project has been defined …José Israel Martinez Contreras-Oracle 11 views 1 comment 0 points Most recent by Kyle Goodfriend-Oracle -
OAuth for EPM to ERP ConnectionDear Experts, Can we use OAuth while connecting EPM application to Fusion ERP instead of basic authentication. If yes kindly share steps for same. Best Regards, Pratik Y…
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Capital projects from Oracle Fusion PPM to EPMSummary: We maintain Capital projects in Oracle Fusion PPM. Our Oracle EPM Planning environment is managed separately and is primarily used for OPEX planning/reporting. … -
How to Get the Essbase web interface URL?Summary: How to Get the Essbase web interface URL Content (please ensure you mask any confidential information): I would like to know where I can obtain this login addre…
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Advanced Prediction: Algorithm Change (Prophet → SARIMAX) Not Updating ResultsI’m using Advanced Prediction on a Dynamic Calc member in EPM Planning. The job runs successfully and generated the dynamic calc prediction but when I change the algorit…
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Initial form from Netsuite Planning and BudgetingSummary: Hi Everyone, Our company uses NetSuite Planning and Budgeting (NSPB). When we first implemented the application, it was handled by a consultant, and we believe …