The Oracle Planning 2022 Implementation Professional has demonstrated the knowledge and expertise in implementing Enterprise Performance Management and Planning solutions. Individuals with this certification can Manage Dimensions; Manage Metadata and Data; Set Up Planning Security; Manage Forms, Dashboards, Infolets, and Navigation Flows; Manage Rules; Report on Planning Data; Configure Financials; Configure Workforce, Capital and Projects; Set up Models; Maintain Planning; Configure Intelligent Performance Management (IPM); and Manage Approvals. Up-to-date training and field experience, or equivalent hands-on practice are highly recommended.

Review exam topics

Planning Overview

• Describe Planning features

• Set up Planning and FreeForm Applications

Manage Dimensions

• Explain required and user-defined dimensions; how dimension hierarchies impact Planning

• Set up valid and invalid intersections and cell-level security

Manage Metadata and Data

• Identify metadata and data load options

• Import and export metadata into Planning

• Import and export data into Planning

• Set up and run data maps

• Create and run data integrations

• Map data across applications

Setting Up Planning Security

• Provision users and groups

• Assign access permissions to artifacts and cells in Planning

Manage Forms, Dashboards, Infolets, and Navigation Flows

• Design forms, dashboards, and infolets

• Build validation rules

• Create and manage navigation flows

Manage Rules

• Design business rules and rulesets

• Describe Groovy Rules

Report on Planning Data

• Create Reports with Financial Reporting Web Studio

• Create Reports with New Reports Designer

Introduction to Planning Modules

• Describe Planning modules

• Integrate Modules

• Leverage Best Practices for Module Planning

Configure Financials

Enable and configure Financials

Configure Workforce

• Enable and configure Workforce

• Set up assumptions and defaults

• Update Multiple Employee and Job Details

Configure Capital

Enable and configure Capital

Configure Projects

Enable and configure Projects

Introduction to Strategic Modeling

• Describe Strategic Modeling

• Set up models

• Run simulations

Maintain Planning

• Monitor Planning maintenance and upgrades

• Schedule jobs

• Manage Planning with EPM Automate

• Back up and migrate data and metadata

• Cloning Planning Environments

Configure Intelligent Performance Management (IPM)

• Describe IPM

• Configure IPM components

• Set up and deploy a machine learning model

Manage Approvals

• Describe the approval process

• Set up the approval process

• Manage the review cycle