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
