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| Section | Objectives |
|---|
| Topic 1: Planning Application Overview & Architecture | - Oracle EPM Planning Cloud architecture
- 1. Module-based vs FreeForm Planning applications
- 2. Essbase hybrid cube architecture (BSO/ASO)
|
| Topic 2: Reporting and Analytics | - Reporting tools
- 1. Oracle EPM Reports
- 2. Smart View Excel integration
|
| Topic 3: 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. EPM Data Integration / Data Management
- 2. Smart View and file-based loads
|
| Topic 4: Business Rules and Calculations | - Calculation framework
- 1. Groovy scripting for business rules
- 2. Calculation Manager rules and rulesets
|
| Topic 5: Workflow and Approvals | - Planning workflow management
- 1. Approval unit hierarchy setup
- 2. Budget review and submission cycles
|
| Topic 6: Dimensions and Security Management | - Dimensions configuration
- 1. Standard vs custom dimensions (Entity, Account, Period, Scenario)
- 2. Hierarchy design and properties
- Security model
- 1. Cell-level security
- 2. Role-based access control
|
| Topic 7: Forms, Dashboards, and Navigation | - Navigation flows
- 1. User experience configuration by role
- Planning UI configuration
- 1. Form design and validation rules
- 2. Dashboards and KPI visualization
|
| Topic 8: AI and Intelligent Performance Management (IPM) | - AI-driven planning capabilities
- 1. Predictive planning and forecasting
- 2. Machine learning model integration
|
| Topic 9: Module-Based Planning Applications | - Planning modules
- 1. Financials module configuration
- 2. Projects and Capital planning
- 3. Workforce planning setup
|
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Oracle Planning + AI 2026 Implementation Professional Sample Questions (Q84-Q89):
NEW QUESTION # 84
Given these two use cases:
Create a starting point for subsequent versions and replicate your First Pass version to a Second Pass version and make changes to it.
Save your baseline version data for your records and future analysis.
Which Planning Service Administrator-only feature or component can you use to perform tasks for these use cases?
- A. Version mapping
- B. Copy versions
- C. Task manager
- D. Version management
Answer: B
NEW QUESTION # 85
Which two operations can be performed on the Default navigation flow?
- A. Delete
- B. Deactivate
- C. Copy
- D. Rename
Answer: B,C
NEW QUESTION # 86
You want to use Strategic Modeling to quickly model and evaluate financial scenarios.
Which two time period management tasks can you perform in Strategic Modeling?
- A. Select and combine periods of years, halves, quarters, months, and weeks for the beginning balance year.
- B. Configure time periods to reflect the details required by financial model, such as different levels of granularity for different years.
- C. Enable the input option for upper-level time periods when you add time details.
- D. Create period-to-date, trailing periods, deal periods, and sub periods to record transactions.
Answer: B,D
NEW QUESTION # 87
You want to develop your forecast with Forms 2.0. Which statement about Forms 2.0 setup is true?
- A. Migrate the forms you want to work with in Forms 2.0 from Forms 1.0 to Forms 2.0.
- B. Redesign forms 1.0 forms so that they are set up to work with Forms 2.0.
- C. Switch between Forms 1.0 and Forms 2.0 by selecting the Forms Version in Application Settings.
- D. Set up Forms 2.0 in your environment one time and it will work with all your applications.
Answer: A
Explanation:
In Oracle Planning 2024 Implementation, Forms 2.0 represents an enhanced version of the form design and functionality framework compared to Forms 1.0. To develop forecasts using Forms 2.0, existing forms must be transitioned from the older version to the newer one, as they are not automatically compatible or universally enabled.
D . Migrate the forms you want to work with in Forms 2.0 from Forms 1.0 to Forms 2.0: This is the correct statement. Oracle provides a migration process to convert Forms 1.0 forms to Forms 2.0, enabling users to leverage the advanced features of Forms 2.0 (e.g., improved navigation, dynamic rows/columns, and enhanced usability). This migration is selective, meaning only the forms you choose to use with Forms 2.0 need to be migrated, and it is not a one-time global setup.
A . Set up Forms 2.0 in your environment one time and it will work with all your applications: Forms 2.0 is not a one-time environment-wide setup. It requires specific forms to be migrated or designed for Forms 2.0 compatibility, and not all applications automatically adopt it.
B . Switch between Forms 1.0 and Forms 2.0 by selecting the Forms Version in Application Settings: There is no such toggle in Application Settings to switch between Forms 1.0 and Forms 2.0. The transition to Forms 2.0 involves migration rather than a simple version switch.
C . Redesign forms 1.0 forms so that they are set up to work with Forms 2.0: While redesigning is an option for creating new Forms 2.0-compatible forms, the standard process for existing forms is migration, not a complete redesign from scratch. Migration preserves the form structure while adapting it to Forms 2.0.
The migration process ensures that users can take advantage of Forms 2.0's capabilities while maintaining continuity with existing form designs, aligning with Oracle's recommended approach.
Oracle Enterprise Performance Management Cloud Documentation: "Working with Forms - Forms 2.0" (docs.oracle.com, updated 2024). States that "to use Forms 2.0, migrate existing Forms 1.0 forms to Forms 2.0 using the provided migration tools." Oracle Planning 2024 Implementation Study Guide: Confirms that migrating Forms 1.0 to Forms 2.0 is the true setup process for leveraging Forms 2.0 in forecasting.
NEW QUESTION # 88
After enabling and configuring Financials, which of the following is a recommended post-configuration task?
- A. Map and rename custom dimensions in Financials that will be used to integrate with other modules
- B. Plan headcount and detailed employee compensation by employee, job code, or both
- C. Specify the days in Period and to modify account signage for alternate reporting methods
- D. Disable features that you do not plan to use
Answer: A
Explanation:
After enabling and configuring the Financials module in Oracle Planning 2024, post-configuration tasks are recommended to optimize its functionality and integration. The most relevant task among the options is:
A . Plan headcount and detailed employee compensation by employee, job code, or both: Incorrect. This is a Workforce module task, not a post-configuration task for Financials, which focuses on revenue, expenses, and financial statements, not employee-level planning.
B . Specify the days in Period and to modify account signage for alternate reporting methods: Incorrect. While period setup occurs during initial configuration (e.g., Planning and Forecast Preparation), modifying account signage or days in periods is not a recommended post-configuration task-it's either part of initial setup or an ad-hoc adjustment.
C . Map and rename custom dimensions in Financials that will be used to integrate with other modules: Correct. Post-configuration, mapping and renaming custom dimensions (e.g., Department, Product) ensures seamless integration with other modules like Workforce or Projects. This task aligns dimensions across the application, a common best practice after enabling Financials.
D . Disable features that you do not plan to use: Incorrect. Disabling features is not a typical post-configuration task; features are enabled/disabled during initial configuration via the Configure card, not as a follow-up step.
The Oracle documentation highlights mapping custom dimensions as a recommended post-configuration task to facilitate data integration and reporting, making C the correct answer.
Oracle Planning 2024 Implementation Study Guide: "Post-Configuration Tasks for Financials" (docs.oracle.com, Published 2024-09-20).
Oracle EPM Cloud Documentation: "Configuring Financials and Integration" (docs.oracle.com, Published 2023-11-10, updated for 2024).
NEW QUESTION # 89
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