Thursday, September 25, 2025

Oracle Cloud EPM: Administering Planning Modules

Oracle EPM Planning Module-Based Application. This covers the enablement and configuration of Financials, Workforce, Capital, Projects, and Strategic/Scenario Modeling.

Benefits to you

Enable and configure the Financials module and set the time frame and granularity for plans
Set up exchange rates and manage accounts and drivers
Enable and configure the Workforce module
Set up employee properties, demographics, salary grades, options, tiers, benefits, and taxes
Enable and configure the Projects module and set up project properties
Enable and configure the Capital module for adding Tangible and Intangible data
Set up Strategic Modeling, and create models, scenarios, and forecast methods
Set goals, analyze account calculations, and set up funding options
Consolidate models and improve forecast accuracy using simulations
Develop the skills needed to set up a Module-Based Planning Application

Overall, you will learn how to take informed decisions and optimize the performance of Oracle Cloud EPM Planning Modules in your organization.

Additional Information

Role : Implementer, Power User, System Administrator

SG Contents:

Introduction to Planning and Planning Modules
Setting up Module-Based Planning Applications
Enabling and Configuring Financials
Enabling and Configuring Capital
Enabling and Configuring Projects
Enabling and Configuring Workforce
Setting Up Strategic Modeling
Entering Financials Data
Entering Capital Data
Entering Projects Data
Entering Workforce Data

AG Contents:

Setting up Module-Based Planning Applications
Enabling and Configuring Financials
Enabling and Configuring Capital
Enabling and Configuring Projects
Enabling and Configuring Workforce
Setting Up Strategic Modeling
Entering Financials Data
Entering Capital Data
Entering Projects Data
Entering Workforce Data

SG Contents:

Introduction to Planning and Planning Modules

Cloud EPM Planning: Overview
Proven Platform and Technology
Best-in-Class Functionality
Scalable and Flexible
Enterprise Ready
Rapid Deployment

Oracle Planning is a subscription-based solution that provides a set of flexible and scalable capabilities to solve business problems involving planning, forecasting, and scenario modeling.

Business Planners, Analysts, Modelers and Decision Makers

Planning offers an intuitive Web 2.0 and Microsoft Office for driver-based modeling, rolling forecasts and management reporting for time-sensitive and goal-oriented planning activities.

Cloud EPM Services:

Planning: Cloud EPM Standard

Module-based Planning

Financials
Capital
Projects
Workforce
Strategic Modeling

Hybrid BSO and ASO Reporting Cubes
Task Management

ASO - Aggregate Storage Option

BSO - Block Storage Option

Planning: Cloud EPM Enterprise

Custom Planning Application Types with Strategic Modeling Support
Module-based Planning

Financials
Capital
Projects
Workforce
Strategic Modeling

Hybrid BSO and ASO Reporting Cubes
Custom Groovy Scripting Support
Intelligent Process Automation by Integrating Task Manager with Other Services
IPM Insights
Bring Your Own ML

Cloud EPM Standard is a suite of business processes, primarily for small and mid-sized businesses, and for businesses with lower complexity requirements to support planning and budgeting, consolidation and close, account reconciliation and narrative reporting.

Cloud EPM Enterprise comprises the full suite of Oracle Enterprise Performance Management Cloud business processes supporting a comprehensive array of activities spanning planning and budgeting, consolidation and close, account reconciliation, profitability and cost management, tax reporting, enterprise data management and narrative reporting.

Planning provides complete planning and budgeting solutions for Financials, Workforce, Capital, Projects and Strategic Modeling. It includes best-practice predefined content including forms, calculations, dashboards, drivers, and key performance indicators (KPIs). Forms are designed to integrate with the dashboards and reports that dynamically reflect your data, plans, and forecasts.

The Planning business process delivers instant value and greater productivity for business planners, analysts, modelers and decision-makers across all lines of business of an enterprise.

Planning Modules

Financials:

Provides integrated driver-based, trend-based and direct input planning for income statement, balance sheet and cash flow.

Workforce:

Enables the linking of financial plans with Workforce plans for head count and compensation.

Capital:

Enables you to plan for long-term impact of capital assets on financial plans, and manage, prioritize and plan for capital expenses

Projects:

Bridges the gap between project planning systems and the financial planning process.

Strategic Modeling:

Helps you plan for long-term strategic objectives.

Financials:

Optimize your revenue plan
Plan for all expenses
Analyze the balance sheet
Model organizational cash flow

Financials enables planning across all financial statements.

Capitals:

Planning Business Case

Create a design for enabling and configuring planning
Create an application based on the design
Enable features as in the design.
Select and configure Planning modules.
Complete post configuration tasks.
Report on Planning data.
Maintain the planning application.

Setting up Module-Based Planning Applications

Planning Module Configuration Checklist

Create a module-based application
Set up multicurrency
Review supported integration scenarios.
Enable features
Configure the modules
Set user variables
Create required user and group accounts, and grant permissions.
Set up security for rules and Groovy templates.
Design and develop reports
Make the application available to planners.
Define Approval Units and Promotional Paths.
Integrate data
Perform follow-up administrative tasks.

Integration Between Modules

Workforce -> Financials

Projects -> Financials

Capital -> Financials

Strategic Modeling -> Financials

Planning Module Integration Scenarios

Projects -> Capital

Workforce -> Projects

Capital -> Projects

Projects -> Workforce

Integration Task Flow

Enable and configure Financials.
Enable and configure Workforce.
Enable Capital
Enable Projects
Review data maps
Complete the remaining steps in the Getting Started Checklist.
Push data by using predefined data maps.

Integrating with Budgetary Control

Enabling and Configuring Financials

About the Financials Chart of Accounts

Enabling Financials

Enabling Financials Features and Subcomponents

Entering Workforce Data

Compensation Planning Summary
Expense Summary
Demographics

Compensation Planning Summary

Total Headcount
Employee Type
New Hire Trend
Headcount Comparison
Compensation Plans
Total Compensation Details

Expense Summary

Total Non-Compensation Expenses by Job
Total Non-Compensation Expenses

Oracle Planning : Implementation Activities

Certified Planning Implementer

EPM Cloud Planning supports enterprise-wide planning, budgeting, and forecasting in a cloud-based deployment model.

With the Planning training, you will learn:

Set Up Planning
Manage Dimensions, Metadata, Data, and Rules
Set Up Security
Create and Customize Forms, Menus, Dashboards, Infolets, Navigation Flows, and Member Formulas
Enter Planning Data
Report on Planning Data
Describe Planning Modules and FreeForm Applications
Describe and Configure Intelligent Performance Management (IPM)
Manage Approvals
Maintain Planning

Oracle Planning : Implementation Activities

.Introduction to Planning
Setting Up Planning
Managing Dimensions
Setting up dimensions
Importing and Exporting Metadata
Setting up user-defined elements
Loading and Calculating data
Setting up planning security
Creating Forms
Creating Dashboards and Infolets
Managing Business Rules
Setting up Groovy Rules
Entering Planning Data
Reporting on Cloud EPM data
Managing Approvals
Managing Navigation Flows
Maintaining Planning

The Service Administrator is responsible for implementing a planning business process based on an agreed-upon design.

Ravada corporation manages its planning and budgeting processes with highly manual efforts and minimal system integration. These time-consuming processes do not meet the current expectations and requirements

Tuesday, July 29, 2025

EPM Cloud Planning

EPM Cloud Planning supports enterprise-wide planning, budgeting, and forecasting in a cloud-based deployment model.

Set Up Planning
Manage Dimensions, Metadata, Data, and Rules
Set Up Security
Create and Customize Forms, Menus, Dashboards, Infolets, Navigation Flows, and Member Formulas
Enter Planning Data
Report on Planning Data
Describe Planning Modules and FreeForm Applications
Describe and Configure Intelligent Performance Management (IPM)
Manage Approvals
Maintain Planning

Oracle EPM Planning Module-Based Application.

Enablement and configuration of Financials, Workforce, Capital, Projects, and Strategic/Scenario Modeling.

Enable and configure the Financials module and set the time frame and granularity for plans
Set up exchange rates and manage accounts and drivers
Enable and configure the Workforce module
Set up employee properties, demographics, salary grades, options, tiers, benefits, and taxes
Enable and configure the Projects module and set up project properties
Enable and configure the Capital module for adding Tangible and Intangible data
Set up Strategic Modeling, and create models, scenarios, and forecast methods
Set goals, analyze account calculations, and set up funding options
Consolidate models and improve forecast accuracy using simulations
Develop the skills needed to set up a Module-Based Planning Application

Monday, July 7, 2025

EDMC Training

EPM Module

1.Planning

2.Narrative Reporting

3.Financial Close and Consolidation

4.Enterprise Data Management

EDM Training:

Waklrhtough of the EDM Interface (Home page, user preferences, Views, Requests, etc)
EDM application types and synchronization of metadata to the applications
Using Requests to make changes to the metadata
Governance of the COA using request and approval workflows
Using Pipeline to automate the synchronization
Nofitifications
Security

Customer point of view:

A solution configured specifically with customer metadata
Single Sign-on
An application with access to customer users
Application types that are not in scope

Challenges we can solve with EDM

We need help from IT to determine why we cannot compare between Budget and Actuals
I can't define what this means for the organization, as it means something different access groups
This hierarchy does not fulfil my reporting needs
'What If' we reorganize the departments/employees?
I don't know who requested or approved this change in the Chart of Accounts
I can't compare number across geographies
Which team/system is reporting the correct numbers?

Business Benefits:

Transformational Changes

We need to map and track changes through the transformation.

EDM (Load, Compare, Map, Validate, Publish)
Chart of Accounts -> EDM ->Final, Migrated Chart of Accounts
Other Chart of Accounts -> EDM ->Final, Migrated Chart of Accounts
EDM -> Data Maps
Chart of Accounts -> DataMaps ->Final, Migrated Chart of Accounts
Other Chart of Accounts -> DataMaps ->Final, Migrated Chart of Accounts

Benefits

Multi-user collaboration
Change Visualization
Completed audit trails
Embedded governance
Continuous compares
Leverage Hierarchies

Ongoing Routine Changes

Change Request: I need a new set of accounts to track transactions for a new product
Change Request Validated _> EDMC->Immediate feedback from governance process
EDMC-> Consolidation, Planning, Reporting, Supply Chain, HCM, Fusion GL, PSFT
For both Analytical systems and Transactional Systems

Benefits:

Enterprise Data Aligned
Trust in numbers
Decentralized Input
Centralized Management
Reduced Errors
Secure & Audited Process

Overview

EDM is system that manages and governs structural changes across the enterprise to give you a consistent view across Oracle and non-Oracle applications within a hybrid, multi-cloud environment.

ENHANCED COLLABORATION

Centralizes data management, enabling teams to share and collaborate on data changes effectively.

ENTERPRISE DATA CONSISTENCY & ACCURACY

Centralized and systematic approach to managing, governing and ensuring the accuracy and consistency of enterprise data (e.g., Account, Entity, Company, ETC.) across the organization

IMPROVED DATA GOVERNANCE

Facilitates better data stewardship, compliance and adherence to regulatory requirements

OPERATIONAL EFFICIENCY

Automates data management processes, reducing manual effort and minimizing errors visa subscriptions and converters

STREAMLINED DATA INTEGRATION

Simplifies integration with other enterprise systems, reducing complexity and time.

Metadata Synchronization Process

EDM

Account Maintenance View

GL Viewpoint->GL

Planning Viewpoint->Planning

FCCS Viewpoint->FCCS

Application Foundation

Application Types

Register application types for commonly-used external applications, ensuring conformity with minimal configuration, such as the Planning application type. It also provides a Universal application type for customizable configurations that are not out-of-the-box.

E-Business Suite General Ledger

FCCS

FreeForm

Planning Modules

Univeral

Enterprise Profitability and Cost Management

Financials Cloud General Ledger

Planning

Tax Reporting

Users

Enterprise Data Management Cloud Service - Application Adaptors

Packaged Cloud App Integration with an open interface
Two types of application adapters are available: CUSTOM and OUT OF THE BOX.

Out of the box application adapters are intended to delivers packaged integration and predefined functionality.
Custom adapter is intended to integrate with any application, on-premises or in the cloud, Oracle or non-Oracle.

Application Type Out of the Box Custom

Oracle Fusion GL Yes

Oracle Planning & Budgeting Yes

Oracle FCCS Yes

Universal Application Yes

Data Management

Views

Views gives you a collection of lists and/or hierarchies for a particular context or activity, such as Company maintenance.

Views consist of one or more viewpoints where you can update data.

Entity Maintenance

Requests

All changes to data are made by using requests. Requests can be user-generated or system-generated by using subscriptions, and they can occur across hierarchies within a single application or across applications depending on how you structure the view in which the request is made.

Validations

Validations in Oracle EDM involve applying rules and checks to ensure data quality, consistency, and compliance within managed data elements or hierarchies.

Predefined Validations:

Created automatically when you register an application, and they enforce the requirements for the external system based on the application type.

Example of Predefined Validations (for GL Account dimension)

Duplicate (Shared Nodes)
Maximum Depth Check
Maximum Length Node Name Text/Numeric
Minimum /Maximum Node Name

Custom Validations

User-defined rules created by using custom business logic to enforce specific business requirements and data quality standards that are not covered by predefined validations. These validations are tailored to the unique needs of the organization.

Subscriptions

Subscriptions enable you to share data between viewpoints by subscribing a target viewpoint to a source viewpoint.

When an update is made to the source viewpoint, a request is automatically generated to make the same change in the target viewpoint.

General Ledger View (Source)

Chart of Accounts Viewpoint

Source Request

Target

Request#1 -> Subscription #1 (Financial Close view (target #1), FM Chart of Accounts Viewpoint)

Request Assignee #1

Target

Request#2 -> Subscription #2 (Planning view (target #2), Planning Chart of Accounts Viewpoint)

Request Assignee #2

Target

Request#3 -> Subscription #3 (Enterprise Planning view (target #3), Enterprise Planning Chart of Accounts Viewpoint)

Request Assignee #3

Audit

Audits enable you to view both transactional changes to data and metadata changes over time.

Application Foundation

Dimensions

Dimensions are fundamental data structures that represent categories or grouping of data. They are used to organized and manage data hierarchies and relationships within the application.

Properties

Properties are attributes assigned to dimension members that provide additional context and metadata, such as descriptions, start/end dates, or custom fields. They help in defining and managing the characteristics and behaviors of data elements within the application.

Examples of Predefined GL Properties

Property Level

Account Type Node

Allow Budgeting Node

Allow Posting Node

Enabled Node

End Date Node

Financial Category Node

Reconcile Node

Start Date Node

Summary Node

Third Party Control Account Node

Tree Label Relationship

Examples of Predefined Planning Properties

Property Level

Connection:

Application connections enable you to directly import and export data to external applications through seamless integration with other Oracle modules

Governance

Key Features & Functionalites

Security

Application Setup:

Hierarchy Management

Organize and maintain data hierarchies in one platform
Manage multiple tree versions

Data Chain:

Node Type->Hierarchy Set-> Node Set-> View Point

Data object: Node Types

Description: The nodes belong to the following node types: The employee nodes are contained by the Employees node type.

The department nodes are contained by the Departments node type.

Example: Employees: Emily, Olivia, Bob, Mary, Robert, Sam, Jack, Gabriel

Departments: Finance, Marketing, Analytics

Data object: Hierarchy Set:

Description: Defines the parent-child relationships as follows: Departments nodes can have child Employees nodes.

Employees nodes cannot have child nodes. The hierarchy set also defines the child Employees nodes of the Department nodes.

Example: Employees by Departments

Analytics: Jack, Emily, Mary

Marketing: Sam, Robert, Olivia

Finance: Bob, Gabriel

Data object: Node Set:

Description: Includes the Analytics and Finance Departments' hierarchies. The hierarchy set's Marketing hierarchy is excluded.

Example: Analytics and Finance Employees

Analytics: Jack, Emily, Mary

Finance: Bob, Gabriel

Data object: View Point

Description: Displays the nodes specified in the node set

Example:

Example: Analytics and Finance Employees

Analytics: Jack, Emily, Mary

Finance: Bob, Gabriel

Thursday, May 16, 2024

OICS suite Consultant

Job Description:

As a Senior Oracle Integration Cloud (OIC) Consultant, you will be responsible for designing, developing, and implementing integration solutions using Oracle Integration Cloud Services (OICS). You will work closely with clients to understand their business requirements and translate them into technical solutions leveraging OIC capabilities.

Key Responsibilities:

Collaborate with clients to gather and analyze integration requirements.
Design integration solutions using Oracle Integration Cloud (OIC) platform.
Develop and configure integrations, including orchestrations, mappings, and transformations.
Implement security best practices and ensure compliance with data protection regulations.
Perform testing and debugging of integration solutions to ensure reliability and performance.
Provide technical guidance and mentorship to junior team members.
Support project management activities, including scoping, estimation, and resource planning.
Stay updated with the latest features and updates in Oracle Integration Cloud Services (OICS) and recommend best practices for implementation.
Collaborate with cross-functional teams, including developers, architects, and business analysts, to deliver integrated solutions that meet business objectives.
Participate in pre-sales activities, including solution demonstrations and client workshops.

Qualifications:

Bachelor's degree in computer science, Information Technology, or related field.
6-10 years of experience in software development and integration projects, with a focus on Oracle technologies.
Strong expertise in Oracle Integration Cloud Services (OICS) and related technologies such as Oracle SOA Suite, Oracle Integration Cloud Service (ICS), Oracle Service Bus (OSB), etc.
Experience with designing and implementing RESTful and SOAP web services.
Proficiency in Java programming language and familiarity with scripting languages such as JavaScript, Python, or Groovy.
Hands-on experience with integration patterns, protocols, and standards (e.g., XML, JSON, OAuth, etc.).
Excellent communication and interpersonal skills, with the ability to effectively interact with clients and internal stakeholders.
Oracle certifications such as Oracle Cloud Platform Application Integration Specialist is desired.
Strong analytical and problem-solving skills, with a proactive and results-oriented mindset.
Ability to work independently and in a team environment, with a focus on delivering high-quality solutions on time and within budget.

Oracle Cloud Technical Consultant

Responsibilities:

A minimum of 10 years' experience as a Oracle Cloud technical development role
Sound knowledge of Oracle SaaS cloud data migrations & inbound Integrations using File Based Data Import (FBDI), FBDI Automation using Oracle SOA Suite and Java, Inbound SOAP Web Services, Inbound REST APIs, ADFdi Spreadsheet Data Loader, Import File using UCM Web Service
Hands on experience in Oracle Cloud Reporting Tools like BI Publisher (BIP), BIP Bursting, Secure BIP Report, Oracle Transactional Business Intelligence (OTBI), OTBI Analysis, Dashboards, Drill Down Report in OTBI, Use OTBI Analysis in BIP, Secure OTBI Report
Working knowledge of ESS Jobs Submission and Scheduling, Create Custom ESS Job, Parametrize ESS Job, LOV with Lookup and Value Sets, Secure ESS Job
Exposure to Extensions & Customizations - Sandboxes, Create Infolet, Customize Standard Fusion UI/Page, Integrate External Application, Application Composer, Migrate Customizations
OIC Integration to import bulk data using FBDI is a plus
Design, develop and support integrations in OIC to Oracle ERP Cloud including extracting Oracle ERP Cloud data using BI Publisher reports, analysis and OTBI Reports
Provide hands-on technical and development support for implemented Oracle ERP Cloud modules
Fusion Cloud Security experience like Security Console, Manage Users & Roles, Role Provisioning and Data Access
Knowledge of Oracle Interface tables in financial and procurement modules.
Hands-On Experience of XSLT

Oracle EPM Engineer/Analyst

Job Details

We are looking for Oracle EPM systems analyst that will collaborate and interact with the Accounting/Finance departments to support efficient delivery of finance-related technology projects.

This will be a direct hire - must be eligible to work without sponsorship and Hybrid in SW Houston

The position requires an experienced professional with a hands-on technical background in the Oracle EPM Cloud (SaaS)

Must have experience in multiple F&A business processes and multiple EPM tools

F&A process experience - Budgets and Forecasts, SEC, ME Close, Account Recon, Master Data Management, Narrative Reporting

EPM Tools; EPBCS, FCCS, EDMCS, ARCS, TRCS

Implemented end to end Oracle EPM Projects (PBCS, FCC, Enterprise Budgeting Cloud Service (EPBCS) and EDMCS projects) and Data Visualization tool.

Demonstrates abilities and/or a proven record of success as a technical team leader that supports business processes in some of the following areas:

Budgeting and Forecasting, Long Range Planning, Rolling Forecasting

Management, SEC and Statutory Reporting

Month End Close

Financial Master Data Management

Account Reconciliations

Narrative Reporting

Capital Portfolio Planning

Demonstrates abilities and/or a proven record of success as a technical team leader for implementation and support of EPM (Enterprise Performance Management) tools including (not all required):

EPBCS - Enterprise Planning, Budgeting Cloud Services

FCCS - Financial Consolidation & Close Cloud Service

EDMCS - Enterprise Data Management Cloud Services

ARCS - Account Reconciliation Cloud Services

TRCS - Tax Reporting Cloud Services

Demonstrates extensive abilities and/or a proven record of success as a team leader for the development of:

General Oracle EPM configuration

Business Rule / Calculation Development

Data Integration, EPM automate, EPM Integration Agent

Experience of Oracle EBS or similar ERP will be important.

Major Accountabilities

Provide ongoing technical support for Oracle EPM Financial Close and Consolidation, Oracle Planning Budgeting Cloud System (Hybrid BSO and ASO cubes), and Oracle - Narrative Reporting and Oracle SmartView add-in for application's user base.

Assist with the integration of Hyperion/EPM applications with existing processes, including budgeting and forecasting, financial consolidation and close, and data warehouse/management reporting.

Develops and enhances Oracle Narrative Reports based off Oracle ASO cube.

Leads implementation of enterprise security standards into the Cloud EPM suite of applications.

Reviews monthly cloud releases for Oracle EPM, prepares, and executes required testing in a non-production environment, and provides recommendations for enhancements using new features.

Back up to the Oracle EPM Administrator for maintaining/tracking of hierarchy/system updates, regular database maintenance, validation and reconciliation, system security, backups, and recovery, and troubleshooting system issues.