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Oracle Cloud EPM Planning Fundamentals for Admins

Jul 17, 2023 9:00 am CST

Registration Deadline

Jul 10, 2023




Jul 17, 2023
9:00 am CST


Live Virtual Classroom Training

Course Description:

The leading budgeting and forecasting solution in the market is available in a solution called Planning Cloud! This enabling technology reduces your plan cycle time, increase the timeliness of information for business decisions, and improves accuracy in forecasts. This training course will walk you through how to build a Planning Cloud application from start to finish.

We’ll also cover end user features and functions to enter plans into Planning. Knowledge is gained through material review and hands-on exercises. This course is tailored for new Planning Cloud users and administrators and is recommended for those members on a project team who will be actively developing and maintaining Oracle Planning applications.

Course Outlines:

    • Navigate the UI
    • Enter Data: input data, add comments, time spreading, & grid spreading
    • Run Business Rules
    • Define Business Rules
    • Define Settings
    • Enter Data with Smart View
    • Creating Journals
    • User Preferences and Variables
    • Dashboards, Infolets, & Reporting
    • Task Manager
    • Supplemental Data
    • Application Configurations
    • Dimensions
    • Smart Lists
    • Alias Tables
    • Other Important Application Components
    • Load Data through UI
    • Create Calculation Scripts/Member Formulas
    • Create Data Forms
    • Workflow/Approvals
    • Assign Application Security
    • Advanced Consolidations
    • Administration Features
    • Audit Tracking
    • Migrating Applications between Environments
    • EPM Automate

Thank you for your interest in our training sessions!

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