Oracle Planning
New Feature Summary
  1. May 2019 Update
  1. Revision History
  2. Oracle Planning and Budgeting Cloud, May Update
    1. Planning and Budgeting Cloud and Enterprise Planning and Budgeting Cloud
        1. New Version of the EPM Automate Utility
        2. New Version of Oracle Smart View for Office
        3. Updates to the Connections Interface
        4. New Form Validation Rule Options
        5. New 'Success with Warnings' Job Status
        6. New Ad Hoc Behavior Configuration Option
        7. Ability to Define Whether Missing, Error, and Zero Values Are Plotted on Charts in Financial Reporting Web Studio
        8. Index and Page File Run Time Statistics for Block Storage (BSO) Cubes in Calculation Manager
        9. Oracle NetSuite Planning and Budgeting Cloud Service Sync SuiteApp Role ID
        10. New Planning Admin Extension with Each Monthly Update
        11. Data Management: New Workflow Mode
        12. Data Integration Updates
        13. More Flexibility in Setting Salary for Jobs
        14. New REST API Jobs to Import Security and Export Security, Export Audit Records and the Job Console, and Sort Members
        15. Removal of the Ability to Create New Composite Forms
        16. Removal of Support for Transport Layer Security Protocol 1.0 and 1.1
        17. New Database Suppression Option in Smart Push
    2. Enterprise Planning and Budgeting Cloud Only
        1. New Application Setting: Link Accounts by Default
        2. Additional Rolling Forecast Time Periods in Financials
        3. Manage Strategic Modeling Metadata with Model Change Management
        4. Capital Forms and Rules Allow Different Planning Years for Plan and Forecast Scenarios
        5. Groovy Rules
        6. New Scenario Formula Expressions in Calculation Manager Graphical and Script Rules
        7. Greater Flexibility in Making Mid-Year Changes

May 2019 Update

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date Feature Notes
25 APR 2019   Created initial document.

Oracle Planning and Budgeting Cloud, May Update

This guide outlines the information you need to know about new or improved functionality in this update.

DISCLAIMER

The information contained in this document may include statements about Oracle’s product development plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle.

This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information.

Planning and Budgeting Cloud and Enterprise Planning and Budgeting Cloud

New Version of the EPM Automate Utility

A new version of the EPM Automate Utility is available with this update. In addition to support for Mac OS and the ability to run multiple sessions of the utility from the same directory, this version includes new commands (ApplicationAdminMode and SortMember) and updates to the replay command to support the Lagtime parameter and to the ProvisionReport command, which now, by default, generates the simplified version of the Provisioning report instead of the classic version.

New Version of Oracle Smart View for Office

Oracle Smart View for Office 11.1.2.5.900 will be available in May 2019. Oracle Smart View for Office 11.1.2.5.900 will be available in May 2019. This version includes new features and fixed defects.

Updates to the Connections Interface

Interface updates were made to the Manage Connections page for the Connections feature.

New Form Validation Rule Options

Two new options called Validate with each possible value for user variables from approval unit dimensions and Validate with current approval unit members as values for user variables are available for data validation rules in forms for promoting and approving approval units.

New 'Success with Warnings' Job Status

The new job status 'Success with Warnings' indicates that a job was successfully completed, but there were warning messages logged while executing the job. Users can review the warnings by viewing the job details.

New Ad Hoc Behavior Configuration Option

With the  new application configuration option, “Ad Hoc Behavior,” Service Administrators can enable the following enhanced ad hoc features and behaviors in Smart View: in grid, cell-based POV, submit without refresh, additional free-form functionality, and multiple grid ad hoc.

Ability to Define Whether Missing, Error, and Zero Values Are Plotted on Charts in Financial Reporting Web Studio

A new server setting, Chart Plotting Ignores Data Values allows you to define whether #MISSING, #ERROR and #ZERO values are plotted on charts.

Index and Page File Run Time Statistics for Block Storage (BSO) Cubes in Calculation Manager

Starting in this release, the total number of index files and page files will be shown in the run time statistics for Block Storage (BSO) cubes.

Oracle NetSuite Planning and Budgeting Cloud Service Sync SuiteApp Role ID

You can now specify a role ID when connecting to the Oracle NetSuite Planning and Budgeting Cloud Service Sync SuiteApp. The role is required only when you have multiple roles and you want to use a specific role for the connection to the to Oracle NetSuite Planning and Budgeting Cloud Service Sync SuiteApp.

New Planning Admin Extension with Each Monthly Update

A new version of the Planning Admin Extension for Smart View is now provided with each monthly update of Oracle Planning and Budgeting Cloud, Oracle Enterprise Planning and Budgeting Cloud, Oracle Financial Close and Consolidation Cloud, and Oracle Tax Reporting Cloud.

Data Management: New Workflow Mode

The new Workflow mode provides a scalable solution when processing large volumes of data. By default the data load process in Data Management is designed with a well-defined process flow that provides a full audit of the data load process as well as the ability to drill down and view data in Workbench. However, a full data flow may contribute to lengthy processing times due to archiving of data for audit purposes. There are many data load use cases that the audit is not required and performance is key requirement.

Data Integration Updates

Data Integration now supports drill-through to source from the Workbench and multi-dimensional member type. You can also  filter workbench data by creating filter criteria on one or more dimensions using a "Contains" or an "Equal" operand and a specific value.

More Flexibility in Setting Salary for Jobs

In the Workforce business process, now you can set and change the salary for jobs in one of three ways.

New REST API Jobs to Import Security and Export Security, Export Audit Records and the Job Console, and Sort Members

You can now use REST APIs to execute jobs to import and export security, export audit records and the job console, and sort dimension members.

Removal of the Ability to Create New Composite Forms

Starting with this update (Release 19.05), Oracle has removed the ability to create composite forms (forms that comprise multiple simple forms). This change will be reflected in test environments starting May 03, 2019 and in production environments starting May 17, 2019. You can still edit and use existing composite forms. You can also migrate composite forms from other applications and supported on-premises versions of Planning applications and use them. However, you cannot create new composite forms in the service.

Removal of Support for Transport Layer Security Protocol 1.0 and 1.1

Oracle now supports only Transport Layer Security protocol version 1.2 (TLS 1.2) to communicate with EPM Cloud. To ensure the highest level of authentication and data encryption security, TLS 1.0 and TLS 1.1 will no longer be supported after your Test and Production environments are updated on May 3, 2019.

New Database Suppression Option in Smart Push

The new Smart Push option Use Database Suppression enables you to apply row suppression at the database level instead of at the application level, thus eliminating the impact on query thresholds and improving Smart Push wait times.

Enterprise Planning and Budgeting Cloud Only

New Application Setting: Link Accounts by Default

A new application setting for block storage (input) cubes named Link Accounts by Default enables you to set the default for whether to XREF linked account members.

Additional Rolling Forecast Time Periods in Financials

The Financials business process now supports additional monthly level rolling forecast time periods so you can now plan at a monthly level for 30, 36, 48, or 60 months in addition to 12, 18, or 24 months.

Manage Strategic Modeling Metadata with Model Change Management

In Strategic Modeling, use Model Change Management to copy metadata from a source model to one or more target models.

Capital Forms and Rules Allow Different Planning Years for Plan and Forecast Scenarios

In the Capital business process, forms and rules have been updated to allow different planning years for the Plan and Forecast scenarios.

Groovy Rules

A new groovy rule is available in Rules in the Capital business process to push data from Capital to Financials. Also, you can now execute jobs of type rules, rulesets, and templates synchronously from a Groovy rule. Additionally, groovy business rules for Planning ASO cubes now support all types of variables with run-time prompts.

New Scenario Formula Expressions in Calculation Manager Graphical and Script Rules

The Module Start Year and Module End Year new formula expressions have been added to Calculation Manager.

Greater Flexibility in Making Mid-Year Changes

In the Workforce business process, you now have greater control over when compensation expenses change during the year.