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| Section | Objectives |
|---|
| Topic 1: Metadata and Data Integration | - Integration design
- 1. Data Maps and Smart Push
- 2. Cross-module integration (Financials, Workforce, Projects, Capital)
- Data and metadata loading
- 1. Smart View and file-based loads
- 2. EPM Data Integration / Data Management
|
| Topic 2: Forms, Dashboards, and Navigation | - Planning UI configuration
- 1. Dashboards and KPI visualization
- 2. Form design and validation rules
- Navigation flows
- 1. User experience configuration by role
|
| Topic 3: Business Rules and Calculations | - Calculation framework
- 1. Calculation Manager rules and rulesets
- 2. Groovy scripting for business rules
|
| Topic 4: Dimensions and Security Management | - Security model
- 1. Role-based access control
- 2. Cell-level security
- Dimensions configuration
- 1. Standard vs custom dimensions (Entity, Account, Period, Scenario)
- 2. Hierarchy design and properties
|
| Topic 5: AI and Intelligent Performance Management (IPM) | - AI-driven planning capabilities
- 1. Predictive planning and forecasting
- 2. Machine learning model integration
|
| Topic 6: Reporting and Analytics | - Reporting tools
- 1. Smart View Excel integration
- 2. Oracle EPM Reports
|
| Topic 7: Planning Application Overview & Architecture | - Oracle EPM Planning Cloud architecture
- 1. Module-based vs FreeForm Planning applications
- 2. Essbase hybrid cube architecture (BSO/ASO)
|
| Topic 8: Workflow and Approvals | - Planning workflow management
- 1. Approval unit hierarchy setup
- 2. Budget review and submission cycles
|
| Topic 9: Module-Based Planning Applications | - Planning modules
- 1. Projects and Capital planning
- 2. Workforce planning setup
- 3. Financials module configuration
|
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Oracle Planning + AI 2026 Implementation Professional Sample Questions (Q21-Q26):
NEW QUESTION # 21
Which step does NOT need to be completed to manage the configuration of Key Performance Indicators (KPIs) in Planning Financials?
- A. Reviewing KPIs in the hierarchy
- B. Adding KPIs to the alternate hierarchy
- C. Adding KPIs to the hierarchy
- D. Adding KPIs in Configure: Financials
- E. Verifying enabled KPIs
Answer: C
NEW QUESTION # 22
In which two ways do parent/child relationships between approval unit hierarchy members affect the review process?
- A. When the status of all children changes to one status (for example. Signed Off) the parent status changes to the same status.
- B. After all children are promoted to the same owner, the parent is promoted to the owner.
- C. When you approve a parent. Its children are Signed Off.
- D. After all children are promoted to the same owner, the parent status is changed to Signed Off.
Answer: A,B
Explanation:
In Oracle Planning 2024, the approval process uses an approval unit hierarchy where parent and child relationships influence the review workflow. The two ways these relationships affect the process are:
A . When the status of all children changes to one status (for example, Signed Off), the parent status changes to the same status: Correct. In a bottom-up approval process, when all child approval units reach a uniform status (e.g., Signed Off, Approved), the parent's status automatically updates to match, reflecting the completion of the children's review.
B . When you approve a parent, its children are Signed Off: Incorrect. Approving a parent does not automatically sign off its children; the workflow typically moves bottom-up, requiring children to be approved first.
C . After all children are promoted to the same owner, the parent status is changed to Signed Off: Incorrect. Promotion to an owner changes ownership, not necessarily status (e.g., Signed Off). Status changes are driven by approval actions, not just ownership.
D . After all children are promoted to the same owner, the parent is promoted to the owner: Correct. In the approval hierarchy, once all child units are promoted to a new owner (e.g., for review), the parent unit is also promoted to that owner, ensuring the hierarchy progresses together.
The Oracle documentation confirms that A (status aggregation) and D (owner promotion) are key behaviors of parent/child relationships in the approval process, making them the correct answers.
Oracle Planning 2024 Implementation Study Guide: "Approval Unit Hierarchies" (docs.oracle.com, Published 2024-09-25).
Oracle EPM Cloud Documentation: "Managing Approvals" (docs.oracle.com, Published 2023-12-20, updated for 2024).
NEW QUESTION # 23
You want to track budgets and review status, process issues, and approval unit ownership. Which two statements are true about approval unit hierarchies?
- A. You set up separate approval unit hierarchies for the budget scenario and the forecast scenario.
- B. You can set up approvals to use secondary dimension.
- C. The Approval path is dependent on the organizational structure.
- D. You can select an Approvals template of Hierarchy, Top Down, or Custom.
Answer: A,B
NEW QUESTION # 24
Which two statements are true about approval units?
- A. You can set the option in Application Settings to include detailed annotations for approval units.
- B. Approval units can also include secondary dimensions within any entity.
- C. Approval units are combinations of scenario, version, and entity or part of an entity.
- D. You can have up to three scenario/version combinations per approval unit.
Answer: B,C
Explanation:
In Oracle Planning 2024, approval units manage the review process. The two true statements are:
A . You can have up to three scenario/version combinations per approval unit: Incorrect. There's no strict limit of three scenario/version combinations per approval unit; multiple combinations are possible based on hierarchy design.
B . Approval units are combinations of scenario, version, and entity or part of an entity: Correct. Approval units are defined by Scenario (e.g., Budget), Version (e.g., Working), and Entity (e.g., Department) or entity hierarchies, forming the basis of the approval process.
C . Approval units can also include secondary dimensions within any entity: Correct. Secondary dimensions (e.g., Product, Project) can be added to approval units within an entity to refine the scope of approval.
D . You can set the option in Application Settings to include detailed annotations for approval units: Incorrect. Annotations are cell-level notes, not an Application Settings option tied to approval units; they're managed separately.
The Oracle documentation confirms B and C as accurate descriptions of approval units, making them the correct answers.
Oracle Planning 2024 Implementation Study Guide: "Approval Units Overview" (docs.oracle.com, Published 2024-09-15).
Oracle EPM Cloud Documentation: "Configuring Approval Units" (docs.oracle.com, Published 2023-12-10, updated for 2024).
NEW QUESTION # 25
Which three required setup options must you select when creating a Module-based Planning application?
- A. Rolling Forecast
- B. Main Currency
- C. Custom Dimensions
- D. Period Frequency
- E. Application Type
Answer: A,C,E
NEW QUESTION # 26
......
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