Revision History

This document will continue to evolve as existing sections change and new information is added. All updates are logged below, with the most recent updates at the top.


What's Changed


24 FEB 2017

Initial Document Creation

Planning and Budgeting Cloud, March Update

This document outlines the announcements and fixed issues in the upcoming Oracle Planning and Budgeting Cloud and Enterprise Planning and Budgeting Cloud update.

Announcements and New Features

Monthly Update Schedule

We would like to inform you of the upcoming monthly update for your Oracle Cloud environments. We will apply the latest updates to your test environment on Friday, March 3, 2017 and to your production environment on Friday, March 17, 2017. The update will be applied during your normal daily maintenance window.

New EPM Automate Utility Version

A new version of the EPM Automate Utility is available with this update. In this version, replay command has been enhanced to support the replay of Financial Reporting report launch load on a service instance to enable performance testing under heavy load to verify that user experience is acceptable when the service is under the specified load.

You must install this version of the utility to use the new command. See these sections in Working with EPM Automate for Oracle Enterprise Performance Management Cloud:

Activity Report Now Includes Smart View Version Information

The Application Activity Report, which presents information on application usage, has been enhanced to include information on the versions of Oracle Smart View that are used to access the application. The report lists Oracle Smart View versions older than as Unknown Version. This enhancement allows users, especially Service Administers, to ensure that they are using the newest version of Oracle Smart View which incorporates new features and bug fixes.

See Working with Activity Reports and Access Logs in Using Oracle Planning and Budgeting Cloud for detailed information on the Application Activity Report.

Updated Simplified Interface for Manage Approvals

The Manage Approvals Simplified Interface has been updated to provide more views and it is also now available to users with the Planner role. To view the Manage Approvals page in the Simplified Interface, click or tap the Navigator icon, and then under Workflow, click or tap Manage Approvals. Click or tap View in the upper right-hand corner of the Manage Approvals page to change your display to Process Status, Level Status, Group Status, or Tree View. You can access any Approvals error reports from the Approvals card on the Home page.

Financial Integration Summary for Balance Sheet and Cash Flows

In Enterprise Planning and Budgeting Cloud, if you've integrated Financials with Workforce, Projects, or Capital, you can review a summary of the rolled up data in the following two new forms: Balance Sheet Integration Summary and Cash Flow Direct Integration Summary, in addition to the existing form Financials Integration Summary.

Project Analysis for Decision Making and Approval

Use the new Project Detailed Analysis form in Projects in Enterprise Planning and Budgeting Cloud, to see a summary of the KPIs for all projects so you can evaluate project performance for all projects in one place. Use the new forms Performance Matrix and Financial Performance Measures to analyze your projects and help make go/no go decisions and approval decisions.

Rolling Forecast in Plan Forecast Preparation

With rolling forecasts, in Enterprise Planning and Budgeting Cloud, you can perform continuous planning so you can plan beyond a one year horizon. Depending on how you set up rolling forecast, you can plan continuously at a monthly level for either 12, 18, or 24 months, or at a quarterly level for either 4, 6, or 8 quarters. Forms and dashboards are updated automatically when you change the current period to add or drop new time periods to reflect the rolling forecast range.

This feature is available only for the Financials and Projects business processes in this release.

Translation Information

The translated documentation now covers all features up to December 9, 2016, except for Working with Smart View for Enterprise Performance Management Cloud, which covers features up to October 6, 2016.

Removal of Support

Standard Interface (Planning and Budgeting Cloud Workspace)

This change affects Planning and Budgeting Cloud Service customers who activated their subscriptions on or before July 31, 2016 only.

The Simplified Interface, an option available in the service since November 2014, will be established as the standard across the service. As a result, the current Standard Interface, which is also known as the Enterprise Planning and Budgeting Cloud Workspace, will be discontinued starting the December 2017 update.

Starting with the December 2017 update, all service functionality will be available through the Simplified Interface only. To prepare for this change, have your users familiarize themselves with the Simplified Interface using the following information sources:

Financial Reporting Studio Desktop Client

Financial Reporting Web Studio, a component available in the service since March 2016, will be established as the only tool for designing and building reports. As a result, Financial Reporting Studio desktop client support will be fully transitioned to Financial Reporting Web Studio, tentatively starting May 2017. With the May 2017 update, Financial Reporting Studio desktop client will no longer be distributed.

As of the December 2016 update, Financial Reporting Web Studio has achieved parity with most of the functional capabilities available in Financial Reporting Studio desktop client. You will be able to create new reports and modify existing reports using Financial Reporting Web Studio.

Oracle recommends that you transition to using Financial Reporting Web Studio at the earliest opportunity. Please send questions and concerns to Oracle using the Provide Feedback option in the service.

Defects Fixed

Defect Number


25545393/ 25469889

When pushing data from a block storage cube to an aggregate storage cube, Smart Push now correctly maps source data cells to target data cells.


You are now able to use Migration to create a Data Management backup.


In Smart View, you can now submit data from forms or ad hoc grids that contain Dynamic Time Series members.


Images are now correctly aligned in the HTML for Financial Reports.

25410048/ 25312113/ 25431378/ 25591593

The service now correctly migrates artifacts to create application snapshots.


When running a book in the simplified user interface, all dimensions in the Point of View are now displayed correctly.


You are now able to set configuration options for Projects from the Configure screen.


The MemberProperty text function now works when used with UDA in a text box.


The Point of View is no longer misaligned when running a report in the simplified user interface.


When renaming a form, you must give it a unique name.


Planning forms no longer display dimension member root aliases in place of formula labels on formula rows.


When a Financial Reporting report has related content selected and the report is put into a book, the Point of View is now correctly used if the book is run again.

22934579/ 25102686

Imports using Migration now correctly set hierarchy types for dimensions.


Artifacts migration now completes without errors as a part of daily service maintenance.


A special Oracle logo highlighting Oracle's commitment to developing practices and products that protect the environment. copyrightlogo