Oracle Cloud EPM Planning (EPBCS) Advanced Course

Configuration and Customization of Oracle Cloud EPM Planning (EPBCS) Financials, Workforce and Capital Modules

What you'll learn
Configure Oracle EPM Planning Cloud (EPBCS) Financials Configuration and Customization
Configure Oracle EPM Planning Cloud (EPBCS) Workforce Configuration and Customization
Configure Oracle EPM Planning Cloud (EPBCS) Capital Configuration and Customization
Functional understanding of Financials, Workforce and Capital modules including features enablement
Customization of driver based planning along with out-of-box features
Setup Global Assumptions and Create Variables and Dimension import
Actual Data Load and assumptions
Revenue Planning types and Driver Based Revenue Planning
Adding Custom Revenue Drivers
Trend Based Assumptions and Revenue Planning Direct Entry
Cost of Sales Planning
High level concepts of expense planning
Facilities Expense planning
Travel and Entertainment Expenses
Valid Intersections
Set Salary Defaults and Workforce Assumptions
Configure Benefits and car allowances
Add New Hire Requisition
Configure Social Security Tax
Configure Federal Tax
Configure Bonus Pay
Load Existing Employees details into plan
Change Hiring Requisition
Transfer Employee - One and Two step
Partial Payment Factor
Configure Merit Based Planning
Calculated Merit Details
Data Maps from Workforce to Financials
Capital - Add New Tangible Asset
Calculate Other Expenses
Add New Intangible Asset
Import existing Assets data
Retire an Existing Asset
Transfer Assets
Convert new assets to existing assets
Add New Leased Asset
Import Existing Leased Assets
Push Capital expenses to Financials
Data Management
Cloning Environments
EPM Automate
Description
This course has been designed to provide the required knowledge and expertise to implement the Planning, budgeting and reporting systems using Oracle Cloud EPM Planning (EPBCS). This course covers in detail, implementation life cycle of planning and budgeting project using built-in configurable business processes called Financials, Workforce and Capital Modules.

Data Integration between different modules is also covered in detail along with data management configuration. Out of box business rules associated with different business processes are explained in detail. Instructor would provide the required functional knowledge along with technical aspects of the planning project implementation.

Some of the high level features are

Setup Global Assumptions and Create Variables and Dimension import

Actual Data Load and assumptions

Revenue Planning types and Driver Based Revenue Planning

Driver based, Direct entry and Trend based Revenue and Expense Planning

Facilities, Travel and Entertainment Expenses

Valid Intersections

Configure Benefits and car allowances

Add New Hire Requisition

Configure Social Security and Federal Tax

Load Existing Employees details into plan

Change Hiring Requisition

Transfer Employee and Partial Payment Factor

Configure Merit Based Planning and Calculated Merit Details

Data Maps from Workforce to Financials

Capital - Add New Tangible Asset

Calculate Other Expenses

Add New Intangible Asset

Import existing Assets data

Retire an Existing Asset

Transfer Assets

Convert new assets to existing assets

Add New Leased Asset

Import Existing Leased Assets

Push Capital expenses to Financials

Data Management

Cloning Environments

EPM Automate

Who this course is for
Oracle Cloud EPM Planning (EPBCS) Architects, Configurators, Administrators
Hyperion Essbase or Planning Architects, Configurators, Administrators
Hyperion Essbase or Planning Developers
Oracle EPM Planning Users