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
