This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Module | Feature | Notes |
|---|---|---|---|
| 08 AUG 2023 | CPM Common | Enabling Task Manager within Existing (Legacy) Planning Applications | Updated document. Added feature in May 2023 Update. |
| 01 MAY 2023 | Created initial document. |
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Column Definitions:
Report = New or modified, Oracle-delivered, ready to run reports.
UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.
UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.
Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.
| Ready for Use by End Users Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features. |
Customer Must Take Action before Use by End Users Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing. |
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|---|---|---|---|---|---|---|
| Feature |
Report |
UI or |
UI or |
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Enabling Task Manager Within Existing (Legacy) NetSuite Planning and Budgeting Applications |
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OCI Migration: Oracle-Managed Migration Continues; Customer-Managed Migration Not Available Any Longer
One of Oracle's latest advancements, Oracle Cloud Infrastructure (OCI) is the foundation of Oracle's second generation cloud. OCI, a purpose-built, best-in-class platform for running enterprise applications, is engineered from the ground up to run mission-critical databases, workloads, and applications while providing end-to-end security. Oracle's data centers around the globe are standardizing on the new OCI architecture which will deliver even greater performance and reliability. There are a lot of EPM Cloud features that are available only in OCI. See Features Available only in OCI EPM Cloud Environments in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators.
Oracle plans to migrate all Classic Commercial environments to OCI by the end of 2023 using monthly migration waves. Two migration options are available:
Oracle has started sending notifications for Oracle-managed migrations. When your environments are scheduled for migration, you will get notification specifying the migration schedule. Follow the instructions in the notification.
For customers whose environments were included in the January 2023 migration notification: The migration of application data and users from Classic to OCI environments will occur in the 23.04 (April) monthly update. If you prefer not to have the migration take place in the 23.04 monthly update, please run the skipUpdate EPM Automate command to skip the 23.04 update.
- If you were notified about your migration in February 2023, you must already have received your OCI instances. You should go through the optional migration steps, which include setting up SSO and IP Allowlist, and testing based on your requirements. See these information sources:
- Oracle-Managed Migration in Oracle Enterprise Performance Management Cloud Operations Guide
- Tasks to Perform After Cloning Environments in Administering Migration for Oracle Enterprise Performance Management Cloud
- If you were notified about the migration of your environments in March 2023, you will receive your OCI instances in the beginning of April 2023.
- If your environments are in the next wave of migration, you will be notified in the beginning of April 2023.
If you plan to use customer-managed migration, you should start this process as soon as possible. Customer-managed migration program is available until April 30, 2023. Oracle will not accept any service request for customer-managed migration starting May 1, 2023.
NOTE: At this time, the environments hosted in US-Gov and UK-Gov data centers are not eligible for migration to OCI.
Business Benefit: OCI provides you a purpose-built, best-in-class platform that is engineered from the ground up to run mission-critical databases, workloads, and business processes while providing end-to-end security. This new architecture delivers greater performance and reliability, and a number of EPM Cloud features that are not available in Classic EPM Cloud.
Steps to Enable
Review and follow instructions: EPM Cloud Classic to Oracle Cloud Infrastructure (OCI) Migration in Oracle Enterprise Performance Management Cloud Operations Guide
Key Resources
- EPM Cloud Classic to Oracle Cloud Infrastructure (OCI) Migration in Oracle Enterprise Performance Management Cloud Operations Guide
- Features Available only in OCI EPM Cloud Environments in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators
Enabling Task Manager Within Existing (Legacy) NetSuite Planning and Budgeting Applications
If you are currently using task lists in NetSuite Planning and Budgeting or if you selected the Task List task flow type during the application creation, you can enable Task Manager within the NetSuite Planning and Budgeting application. This applies to any active subscriptions for the following SKUs, as specified in Your Order:
- Oracle NetSuite PBCS Mid Market Cloud Service
- Oracle NetSuite Planning and Budgeting Prm Cloud Service
- Oracle NetSuite Planning and Budgeting Std Cloud Service
Some things you'll need to consider before enabling Task Manager:
- After enabling Task Manager, you cannot convert back to task lists.
- You cannot migrate existing tasks and task lists to Task Manager. You must delete your tasks and task lists before enabling Task Manager.
- Enabling Task Manager is only supported if Redwood Experience is enabled.
- You must log out and log in again to see the newly enabled Task Manager.
To enable Task Manager, click Application, and then click Overview. Then, from the Actions menu, select Enable Task Manager. Log out and log in again to see the newly enabled Task Manager.
Business Benefit: You can easily enable Task Manager from within the NetSuite Planning and Budgeting application.
Key Resources
- Enabling Task Manager from within Planning in Administering Planning