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| Section | Objectives |
|---|
| 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
|
| Business Rules and Calculations | - Calculation framework
- 1. Calculation Manager rules and rulesets
- 2. Groovy scripting for business rules
|
| AI and Intelligent Performance Management (IPM) | - AI-driven planning capabilities
- 1. Predictive planning and forecasting
- 2. Machine learning model integration
|
| 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
|
| Planning Application Overview & Architecture | - Oracle EPM Planning Cloud architecture
- 1. Essbase hybrid cube architecture (BSO/ASO)
- 2. Module-based vs FreeForm Planning applications
|
| Workflow and Approvals | - Planning workflow management
- 1. Budget review and submission cycles
- 2. Approval unit hierarchy setup
|
| Metadata and Data Integration | - Integration design
- 1. Cross-module integration (Financials, Workforce, Projects, Capital)
- 2. Data Maps and Smart Push
- Data and metadata loading
- 1. EPM Data Integration / Data Management
- 2. Smart View and file-based loads
|
| Reporting and Analytics | - Reporting tools
- 1. Smart View Excel integration
- 2. Oracle EPM Reports
|
| 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 (Q42-Q47):
NEW QUESTION # 42
You want to share detailed benefits data from Workforce with Financials. Which set of steps must you perform?
- A. Enable and configure Financials and Workforce. Then in Workforce Benefits and Taxes, select a financial account to which to map the benefit. For Compensation Data, synchronize and run the data map.
- B. Enable and configure Financials and Workforce. When enabling Financials, create a custom Benefits O dimension to which to map the data. On the Financials Integration Summary form, run Calculate Compensation to update the Workforce data.
- C. Enable and configure Financials and Workforce. When enabling Workforce, create a custom Benefits dimension to which to map the data. Then for the Financial Statement Integration data map, synchronize and push the data.
- D. Enable and configure Financials and Workforce. Then to capture Workforce expenses for employees, enable Standard Rates from Workforce. For the Compensation Data for Reporting data map, synchronize and then push the data.
Answer: A
NEW QUESTION # 43
Which card in the Application cluster allows you to enable modules?
- A. Tools
- B. Settings
- C. Configure
- D. Cube Editor
- E. Enable Features
Answer: C
Explanation:
In Oracle Planning 2024, the Application cluster in the navigator includes cards for managing application settings and features. The card that allows you to enable modules (e.g., Workforce, Projects) is:
A . Settings: Incorrect. Settings is not a card in the Application cluster; it's typically a broader system-level option, not specific to module enablement.
B . Configure: Correct. The Configure card in the Application cluster provides access to the Enable Features page, where administrators can turn on modules like Financials, Workforce, or Projects.
C . Tools: Incorrect. The Tools card offers utilities (e.g., diagnostics, job scheduling), not module enablement.
D . Enable Features: Incorrect. While "Enable Features" is the specific action/page, it is accessed via the Configure card, not a standalone card in the Application cluster.
E . Cube Editor: Incorrect. Cube Editor is for managing cube structures (e.g., dimensions), not enabling modules.
The Oracle documentation specifies that the Configure card is the entry point for enabling modules, making B the correct answer.
Oracle Planning 2024 Implementation Study Guide: "Enabling Modules in Planning" (docs.oracle.com, Published 2024-08-30).
Oracle EPM Cloud Documentation: "Application Cluster Navigation" (docs.oracle.com, Published 2023-12-05, updated for 2024).
NEW QUESTION # 44
Which three principles of assigning permissions to artifacts, rules and folders are valid?
- A. Users and Power Users can design artifacts.
- B. Users and Power Users can work only with members to which they have permissions.
- C. Users and Power Users have Write permissions to all dimension members and to all artifacts.
- D. Users who are assigned permissions to a folder can access the items in that folder, unless they are assigned.
Answer: A,B,D
NEW QUESTION # 45
What feature can Service Administrators use to automatically complete all the actions required to create an exact copy of the current application in a target environment?
This includes the removal of the current application and data, if any, from the target environment.
- A. Clone Snapshot
- B. Migration Export
- C. Replicate Snapshot
- D. Migration Backup
Answer: A
Explanation:
In Oracle Planning 2024, Service Administrators can use the Clone Snapshot feature to create an exact copy of the current application in a target environment. This feature automates all actions required for cloning, including removing the existing application and data in the target environment (if any) and replacing it with a snapshot of the source environment. The process involves exporting a snapshot from the source, deleting the target environment's current application and data, and then importing and applying the snapshot to recreate the application identically.
A . Replicate Snapshot: This is incorrect because "Replicate Snapshot" is not a defined feature in Oracle Planning. Replication typically implies duplicating data without necessarily overwriting the target, which doesn't align with the requirement of removing existing content.
B . Migration Export: This is incorrect because Migration Export only exports application artifacts (e.g., metadata, data) to a file for manual transfer or backup, but it does not automate the removal of the target environment's content or the import process.
C . Clone Snapshot: This is correct. The Clone Snapshot feature, available under the Environment management tools, fully automates the cloning process, including deletion of the target environment's application and data, followed by the recreation of the source application.
D . Migration Backup: This is incorrect because Migration Backup creates a backup file for recovery purposes but does not involve cloning or overwriting a target environment.
The Oracle Planning 2024 documentation specifies that Clone Snapshot is designed for such end-to-end automation, making it the ideal choice for Service Administrators to replicate an application across environments efficiently.
Oracle Planning 2024 Implementation Study Guide: "Managing Environments with Clone Snapshot" (docs.oracle.com, Published 2024-09-15).
Oracle EPM Cloud Documentation: "Cloning Environments in Planning" (docs.oracle.com, Published 2023-10-20, updated for 2024).
NEW QUESTION # 46
Which three options can you enable for Manage Existing Assets in Capital?
- A. Improvements/Impairments
- B. Named Assets
- C. Leased Assets
- D. Retirements
- E. Transfers
Answer: A,D,E
NEW QUESTION # 47
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