Course Description

Prepare to pass exam: Oracle Planning 2024 Implementation Professional

The Oracle Planning 2024 Implementation Professional certification has demonstrated knowledge and expertise in implementing Enterprise Performance Management and Planning solutions. Individuals with this certification can manage Dimensions, Metadata, and Data; set up Planning Security; manage Forms, Dashboards, Infolets, and Navigation Flows; manage Rules; report on Planning Data; configure Financials, 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.

If you have a valid Oracle Planning Implementation Professional Certification, and your credential has not expired, you can maintain your certification by taking the corresponding shorter Delta exam.

To prepare for the Oracle Planning 2024 Implementation Professional exam, focus on mastering key concepts such as financial planning, forecasting, budgeting, and scenario analysis within Oracle Cloud. Gain hands-on experience with configuring planning workflows, utilizing data models, and integrating with other Oracle applications. Leverage official documentation, training courses, and practice exams to reinforce your knowledge and ensure you're well-prepared. Additionally, familiarize yourself with best practices and real-world applications to enhance your problem-solving skills in planning scenarios.

Exam topics covered

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

Set Up Planning Security

• Provision users and groups
  
• Assign access permissions to artifacts and cells in Planning

Manage Forms, Dashboards, and Navigation Flows

• Design forms and dashboards
  
• Build validation rules
• Create and manage navigation flows

Manage Rules

• Design business rules and rulesets
  
• Explain the benefits of using Groovy Rules

Report on Planning Data

• Create Reports
  
• Report on EPM data

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 Modelling

• Describe Strategic Modelling
  
• 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