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| Section | Weight | Objectives |
|---|
| Intelligent Performance Management and AI Features | 10% | - Leverage AI-driven planning and forecasting capabilities - Configure IPM and predictive planning features
|
| Planning Application Setup and Configuration | 20% | - Set up and administer security and access permissions - Manage dimensions, hierarchies, and metadata - Create and configure Planning applications
|
| Reporting, Approval, and Maintenance | 5% | - Perform system maintenance and updates - Create and distribute reports and analytics - Set up and manage approval workflows
|
| Calculation Rules and Logic | 10% | - Create and manage business rules and scripts - Implement Groovy rules and advanced calculations
|
| Business Process Configuration | 25% | - Configure Capital module - Configure Workforce module - Configure Financials module - Configure Projects module - Configure Strategic Modeling
|
| Data Management and Integration | 15% | - Integrate with external sources and systems - Load, map, and validate data
|
| Forms, Dashboards, and User Interface | 15% | - Design and maintain forms and templates - Manage navigation flows and user experience - Build and configure dashboards and infolets
|
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Oracle Planning + AI 2026 Implementation Professional Sample Questions (Q48-Q53):
NEW QUESTION # 48
You want to view a summary of the Capital expense planning details that are rolled into Financials. Which statement describes what you can do to see that summary?
- A. Map Capital accounts to Financials accounts on the Configure page. After you save the changes to assets, O data is automatically pushed to Financials based on the mapping. Then, review the updated data on Financials.
- B. Run the Rollup rule from the Balance Sheet Integration Summary. Then, review the updated data.
- C. Select a Capital account and run the Rollup rule on the Financials Integration Summary page. Then, review the update data.
- D. Run the Financial Statement Integration data map to push data from Capital to Financials. In Financials, view the Capital data on the Financials Integration Summary page.
Answer: D
NEW QUESTION # 49
You want to Input data into Financials. For Financials, there is a predefined navigation flow with cards listed for both Revenue and Expenses. What is the sequence of the cards for Revenue and Expenses?
- A. Overview, Assumptions, Allocations, Detailed Bottom-Up, Driver and/or Trend based. Direct Input
- B. Assumptions, Direct Input, Driver and/or Trend Based, High Level Overview, Detailed Overview, Summary
- C. Assumptions, Allocations, Detailed Bottom Up, Strategic Top-Down, Direct Input, Overview, Summary
- D. Overview, Driver and Trend Based, Rolling Forecast, Direct Entry, Income Statement
Answer: D
Explanation:
In Oracle Planning 2024, Financials provides a predefined navigation flow for entering data, organized into cards that guide users through the planning process for Revenue and Expenses. The navigation flow is designed to streamline data input and analysis, starting with high-level views and moving into detailed entry methods. According to the Oracle documentation, the default sequence of cards for Revenue and Expenses in Financials is: Overview, followed by Driver and Trend Based, Rolling Forecast, Direct Entry, and concluding with Income Statement.
Overview: Provides a high-level summary of financial data, setting the context for planning.
Driver and Trend Based: Allows users to input data based on drivers (e.g., units sold) or trends (e.g., historical patterns), a key method for revenue and expense planning.
Rolling Forecast: Enables continuous forecasting over a defined period, integrating with driver-based inputs.
Direct Entry: Permits manual data input for specific accounts or line items, offering flexibility.
Income Statement: Consolidates all inputs into a financial statement view for review.
Option A accurately reflects this sequence as outlined in the Oracle Planning 2024 predefined navigation flow for Financials. Option B includes irrelevant cards like "Allocations" and "Strategic Top-Down," which are not part of the default Financials Revenue and Expenses flow. Option C introduces "High Level Overview" and "Detailed Overview," which are not standard card names in this context. Option D includes "Allocations" and "Detailed Bottom-Up," which are more aligned with custom flows or other modules, not the default Financials sequence.
This sequence is part of the out-of-the-box Financials navigation flow, ensuring users follow a logical progression from overview to detailed input and final reporting.
Oracle Planning 2024 Implementation Study Guide: "Working with Navigation Flows in Financials" (docs.oracle.com, Published 2024-09-10).
Oracle EPM Cloud Documentation: "Planning Revenue and Expenses in Financials" (docs.oracle.com, Published 2023-11-15, updated for 2024).
NEW QUESTION # 50
Which three sources of data can you use in Dashboards 2.0?
- A. Ad hoc grids
- B. Reports
- C. Spreadsheets
- D. Forms
- E. Cubes
Answer: A,D
NEW QUESTION # 51
A company has enabled Financials and would now like to make changes to the initial configuration. Which three changes can be made?
- A. Renaming custom dimensions
- B. Enabling Income Statement
- C. Enabling Expense
- D. Enabling rolling forecast
- E. Adding custom dimensions
- F. Changing the selected cash flow method
Answer: A,D,E
NEW QUESTION # 52
Which set of steps do you perform to enable each Planning module?
- A. Run pre-configuration tasks, enable the module, and configure the module.
- B. Configure the module and refresh the database.
- C. Enable the module and refresh the database.
- D. Enable the module, configure the module, and run post-configuration tasks.
Answer: D
NEW QUESTION # 53
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