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

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