Oracle EPM Cloud Planning Budgeting & Forecasting Track

• The Oracle EPM Cloud Planning, Budgeting & Forecasting Track is a comprehensive enterprise planning and performance management program designed for finance professionals, planning managers, EPM consultants, business analysts, system administrators, and implementation specialists responsible for budgeting, forecasting, financial planning, reporting, and performance management.

  This track provides end-to-end coverage of Oracle Enterprise Performance Management (EPM) Cloud Planning, including application design, planning model implementation, metadata management, data integration, business rules, dashboards, security, approvals, predictive planning, reporting, narrative reporting, Smart View integration, Essbase multidimensional modeling, and enterprise forecasting processes. Participants will gain practical implementation experience while learning industry best practices for enterprise planning and budgeting solutions.

By the end of this training track, participants will be able to:

• Design and implement Oracle EPM Planning applications 
• Configure budgeting, forecasting, and planning processes 
• Build and manage multidimensional planning models 
• Design dimensions, hierarchies, and metadata structures 
• Load, validate, and manage planning data 
• Develop business rules and calculation logic 
• Create planning forms and user interfaces 
• Implement dashboards, KPIs, and management reports 
• Configure workflow approvals and governance 
• Implement security and access controls 
• Design Narrative Reporting solutions 
• Utilize Smart View for analysis and reporting 
• Develop predictive planning and Intelligent Performance Management (IPM) solutions 
• Manage migrations, maintenance, and application lifecycle activities

Participants should have:

• Basic accounting and finance knowledge 
• Budgeting and forecasting experience 
• Familiarity with business planning processes 
• Basic spreadsheet and reporting skills 

• Module 1: Enterprise Performance Management Foundations
• Module 2: Oracle Planning Architecture & Application Setup
• Module 3: Dimensions, Metadata & Application Design
• Module 4: Essbase Foundations for Planning
• Module 5: Data Integration & Data Management
• Module 6: Planning Forms & Data Entry
• Module 7: Business Rules & Calculations
• Module 8: Security & Governance
• Module 9: Dashboards, KPIs & Analytics
• Module 10: Reporting & Financial Reporting
• Module 11: Narrative Reporting
• Module 12: Approvals, Workflow & Process Management
• Module 13: Intelligent Performance Management (IPM)
• Module 14: Planning Modules Implementation
• Module 15: Migration, Maintenance & Administration

Participants will perform practical exercises including:

• Building a Complete Planning Application 
• Designing Dimensions & Metadata 
• Creating Workforce & Financial Planning Models 
• Loading Metadata & Planning Data 
• Developing Planning Forms 
• Creating Business Rules 
• Developing Groovy Rules 
• Implementing Security Models 
• Building Dashboards & KPIs 
• Designing Financial Reports 
• Creating Narrative Reporting Packages 
• Implementing Approval Workflows 
• Configuring Predictive Planning 
• Building FreeForm Applications 
• Migrating Planning Applications

Upon successful completion, participants will be able to design, implement, secure, administer, and optimize enterprise budgeting, forecasting, financial planning, reporting, and performance management solutions using Oracle EPM Cloud, Essbase, Narrative Reporting, Smart View, and Intelligent Performance Management technologies.