Oracle EPM Module-Based Planning training
Use Oracle’s prebuilt Planning modules instead of building everything from scratch.
- Duration
- 32 hours
- Level
- Intermediate
- Modules
- 7 modules · 7 hands-on labs
- Delivery
- Live virtual or on-site
- Group size
- Up to 12 participants
- Environment
- Your own test pod
- Pricing
- Contact us for a tailored quote
About this course
Oracle EPM Planning ships with Financials, Workforce, Capital, Projects and Strategic Modeling. This course shows what each module provides out of the box, how to enable and configure the features you need, how to build driver-based plans and rolling forecasts on top, and how to secure the application and add predictive insight.
Who it’s for
Planning administrators, FP&A leads and implementation team members.
Prerequisites
Working knowledge of budgeting and forecasting. EPM navigation basics helpful.
Afterwards, your team can
- Choose and configure the right module features
- Build driver-based plans and rolling forecasts
- Set up forms, dashboards and security for planners
- Use Predictive Planning and IPM Insights to challenge the forecast
Course outline
7 modules over 32 hours. We adjust the depth and examples to the people in the room.
-
01
Planning modules overview
- What each module includes and how they connect
- Enabling features and the impact of each choice
- Mapping your planning process to the modules
-
02
Financials
- Revenue, expense, balance sheet and cash flow planning
- Driver-based and trend-based methods
- Rolling forecasts
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03
Workforce and Capital
- Employee and job-level planning, salary and benefits
- New hires, transfers and terminations
- New assets, depreciation and asset transfers
-
04
Projects
- Contract, capital and indirect projects
- Project revenue and expense planning
- Integration with Capital and Financials
-
05
Forms and dashboards basics
- Designing data entry forms
- Building dashboards for planners and reviewers
- Using forms in Smart View
-
06
Security
- Dimension security
- Valid intersections
- Cell-level security
- Access groups and user roles
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07
IPM Insights and Predictive Planning
- Predictive Planning forecasts from historical data
- IPM Insights: forecast variance, prediction and anomaly insights
- Scenarios, versions and Strategic Modeling
Labs in your own test pod
Participants practise on your configuration and data, so what they learn carries straight into their day-to-day work.
- Enable and configure Financials
- Build a driver-based expense plan
- Plan headcount in Workforce
- Add a capital request
- Build a form and dashboard
- Secure a cost centre with valid intersections
- Run Predictive Planning and review IPM Insights
How the training runs
Format
Live virtual or on-site, fully customisable and scheduled around your team’s calendar
Group
Private cohorts of up to 12 participants. Larger teams are split into separate groups.
Environment
Your own test pod, with your configuration and data
You keep
Course presentations (PPT), workbook and lab guides
Frequently asked questions
Who is the Module-Based Planning course for?
Planning administrators, FP&A leads and implementation team members.
How long is the Module-Based Planning course?
32 hours of instructor-led training. We split it into sessions that fit around your team’s calendar.
What do participants need beforehand?
Working knowledge of budgeting and forecasting. EPM navigation basics helpful.
Is the training virtual or on-site?
Both. Most courses run as live virtual sessions, and we can deliver on-site when that suits your team better.
How much does the Module-Based Planning course cost?
Pricing depends on the course structure we build with you, including the modules, depth and number of groups. Contact us and we’ll send a tailored outline and quote.
Is the training delivered on our own Oracle environment?
Yes. Labs run in your own test pod, so participants practise on your configuration and data rather than a generic demo.
How many people can attend?
Up to 12 participants per group. Larger teams are split into separate groups so everyone gets hands-on time.
What do participants keep after the course?
The course presentations (PPT), workbook and lab guides.
Keep exploring
Consulting service Planning implementation & supportPlan Module-Based Planning training for your team.
Tell us who you’d like to train and what they need to do afterwards. We’ll come back with a tailored outline and schedule.
Request this course