Training

Oracle Cloud EPM Planning Fundamentals for End Users

Date
On-Demand
Cost
$625
Location
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, increases timeliness of information for business decisions, and improves accuracy in forecasts. This training course will walk you through how to use End User features and functions to enter plans into Oracle Cloud EPM Planning. Knowledge is gained through material review and hands-on exercises. This course is tailored for new Planning Cloud end users.

Course Outline:

Introduction to Oracle Cloud EPM & Planning Cloud
End User Features & Functions
  • Navigate the UI
  • Follow Tasks
  • Enter Plans – data entry, attach forms, add comments, supporting detail, time spreading, and grid spreading
  • Run Business Rules
  • Analyze with Dashboards
  • Opening and Printing Reports
  • Set User Preference Settings
  • Enter plan data with Smart View
Introduction to Ad Hoc Analysis Using Smart View & Planning
  • Starting Ad Hoc Analysis
The Primary Tools
  • Zoom In
  • Zoom Out
  • Keep Only/Remove Only
  • Pivoting
  • Using the POV
  • Member Selection Tool
  • Undo!

Related Courses:

  • Oracle Cloud EPM Planning Fundamentals for Admins
  • Oracle Cloud EPM Financial Consolidation & Close Fundamentals for Admins
  • Oracle Cloud EPM Narrative Reporting Fundamentals
  • Oracle Smart View for Cloud EPM