Planning
Discussion List
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What's New in 18.11?Summary #EPMNerdContent Another new month on our doorstep, so here we go again! I’m sure you have been waiting with bated breath for my “What’s New” post, so here it is.… -
Need a way to forecast overtime hours by month and by employeeSummary EPBCS OT hours by month and employee due to seasonality -
What's New in 18.10?Summary Do you love these posts?Content Hello, Here we are again with another "What's New" post that is totally unnecessary since you have already read the information w…
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Include BegBal as Time PeriodSummary Beginning Balance not rolling up to YearTotalContent Hi We have migrated from our on-prem planning application to PBCS. We need the Beginning Balance of Headcoun… -
EPBCS Workforce - ContractorsSummary EPBCS Workforce Contractors Salaries to FinancialsContent Hi All Just wondering if anyone has any ideas on how to exclude Contractors salaries from Regular emplo…
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Managing ApprovalsSummary Notification to a ReviewerContent Hi, I'm currently in the process of attempting to setup the approvals process in financials. I have setup a simple approval uni…
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Smart Push error on custom (and renamed) dimensionSummary We renamed our Skill Set dimension to Driver and the Smart Push process doesn't like itContent Hi everyone.. We recently renamed our SkillSet Dimension to "Drive…Justin Thormodsgard-85474 52 views 10 comments 0 points Most recent by Justin Thormodsgard-85474 Planning
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renaming dimensionsSummary We have renamed a dimension, and looking for advice on how to rename other out of the box membersContent Hi everyone.. We have renamed our Entity dimension to De…Justin Thormodsgard-85474 41 views 3 comments 0 points Most recent by Justin Thormodsgard-85474 Planning
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Display of Dimension Alias Defaults on forms & reportsSummary Desire is to display the actual name of the Entity, Account, CostCenter on forms & reportsContent Example of Entity Dimension: Name C001 Alias Default C001 - Com…
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EPBCS workforce -configuring Tax rates by stateSummary EPBCS workforce -configuring Tax rates by stateContent Hi, We have configured different tax rates by state in the benefits and taxes wizard by defining multiple …
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OPF_Direct Expense web form doesn't display total for: "All Year->Total Labor Expenses" (18.07)Summary The issue appears to be a bug in the valid set of Account for the delivered OPF intersection rule: Resource Class (see screen shot).Content Workaround: Clone the…
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What's New in 18.09?Summary Read the latest What's New Document for Planning & BudgetingContent Here we go again... 18.09 is scheduled to hit your Test pods this Friday. I'm sure you are al…
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Upgrading to Enterprise Planning (EPBCS)Summary Upgrading to Enterprise Planning (EPBCS)Content Great blog from SC&H about upgrading to EPBCS! It covers a use case for government contractors, but is broadly ap…
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SmartView with Office365 disconect user session after 1 minute of inactivitySummary SmartView with Office365 disconect user session after 1 minute of inactivityContent Hello guys, We have an issue in some desktops using the configuration below: … -
PBCS - Custom DimensionsSummary Creation of Custom Dimensions to mirror EBS GL Chart of AccountsContent Hi - I am in the infancy of setting up PBCS from scratch. With regards to custom dimensio…
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Historical Actuals GL data in Financials and Workforce implementationContent Hello all, I am reaching out to the community to get an idea of what the best practices and/or real world experience people have had with historical actual GL da…
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PBCS Setup from ScratchSummary Need to find a simplified document of the build processContent Hi, I am setting up from scratch however I cannot find a document of the build process. I have see…
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Spread Data by Calendar days and Business daysSummary Is there a way to spread Budget data by Calendar days and Business days in Hyperion PlanningContent Hello everyone, We are in process of implementing Hyperion EP…
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Problem to Export Audit DataContent Hello! When I try to export the Audit Data in "Tools" -> "Audit" -> "Export", the exported file has 0 bytes and cannot be opened. I tried to export in different …
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Repurposing EPBCS to provide daily cash forecast dataSummary Repurposing EPBCS to provide daily cash forecast dataContent All: Can EPBCS be configured to use the bank statement data present in Cash Management to build a da…
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How do you set the default context of a dashboard artifact in EPBCS?Summary How is the default value for the "&OFS_Context_Project" variable set in Dashboard Designer?Content As you navigate along the vertical tabs of the “Project Summar…
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Calculating wages based on 4-4-5Summary How to calculate wage and wage-related accounts using 4-4-5Content Our company employs annual and hourly associates. Mar,Jun,Sep and Dec should include 5 weeks o…
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What's New in 18.07?Summary Updated Member Selector, Add TBH Direct Salary Input, and lots of Enhancements to Benefits & Taxes WizardContent As you have likely already read the What's New d…
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Can't add User to Security GroupSummary Can't add User to Security GroupContent I added a user on the "Cloud my Services" screen. However this user doesn't show up in Access Control->Edit Group. So I c… -
Setting up SAML SSO with Azure AD and Oracle EPBCS/PBCSSummary How to guide on setting up Single Sign On with Azure AD for Planning CloudContent Azure Active Directory (AD) is Microsoft’s directory and Identity and Access Ma… -
Financial Reporting URLs stopped working in Task Lists in Smart ViewContent Hello! I've encountered a problem using a task list to open Financial Reporting reports. The URLs below are no longer working in the task lists accessed with Sma…
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Financial Reporting Preferences were resetedContent Hello all! After July/2018 update, preferences of Financial Reporting were reseted to default. Is this happening with everybody? And is there a way to restore pr…
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Valid Intersection for Data MapsSummary Are valid intersections applicable for data maps?Content Hi, The EPBCS out of box data maps are configured to include All - Years, Scenarios and Versions combina…