Oracle Hyperion Financial Close Management 11.1.2 Administration

Course Description

This course teaches you how to manage the financial close process using Financial Close Management.You learn how to set up the years and periods, create tasks and assign users to tasks, define templates for different close processes, generate schedules from templates, and create report binders to report on the close process.Learn to:Assign security roles and task access Create and import tasks and task types Manage schedules View schedules Create report binders Define periods, years, and custom attributes A Live Virtual Class (LVC) is exclusively for registered students; unregistered individuals may not view an LVC at any time. Registered students must view the class from the country listed in the registration form. Unauthorized recording, copying, or transmission of LVC content may not be made.

Skills Gained

• Set up product integrations
• Configure the dashboard and finance calendar
• Manage schedules and tasks
• Generate report binders
• Create task types and alert types
• Create templates
• Create and import tasks
• Create schedules

Who Can Benefit

• Administrator

Prerequisites

• Basic Excel or Lotus 1-2-3 skills
• Basic accounting concepts
• Basic Microsoft Windows skills

Syllabus

Introduction to Financial Close Management

• About Oracle’s Enterprise Performance Management Suite
• Product Features
• Close Process Administration Overview
• Product Architecture

Setting Up the System

• Defining Years
• Defining Periods
• Managing Custom Attributes
• Assigning Security Roles

Managing Templates

• Creating Templates
• Viewing Templates
• Editing and Deleting Templates
• Reassigning Users
• Viewing Template History
• Validating Templates

Creating Tasks

• Creating Tasks
• Creating Tasks Hierarchies
• Cutting and Copying Tasks
• Deleting Tasks

Setting Up Tasks Types and Tasks Access

• Creating Task Types
• Setting Up Workflow
• Setting Up Task Access

Setting Up Integration Types

• End-User and System Automated Integration Types
• Predefined Integration Types
• Importing Integration Types
• Viewing Integration Types
• Managing Applications

Importing and Exporting Tasks and Task Types

• Task Import File Format
• Task Type Import File Format
• Importing and Exporting Tasks
• Importing and Exporting Task Types

Creating Schedules

• Creating Schedules Manually
• Creating Schedules from Templates
• Date Maps
• Predecessor Tasks Links
• Override Task Parameters

Managing Schedules and Tasks

• Validating Schedules
• Setting Schedules Status
• Updating Tasks
• Submitting and Approving Tasks
• Force Closing and Aborting Tasks
• Managing Alerts

Viewing Schedules

• Viewing the Dashboard
• Adding Dashboard Controls
• Customizing the Dashboard Layout
• Accessing Finance Calendar Views
• Filtering Finance Calendar Views
• Creating Report Binders
• Viewing Report Binders