Oracle Planning Fundamentals to Advanced: Scenarios, Forms

About this course

Oracle Planning Fundamentals to Advanced: Scenarios, Forms” is a comprehensive, practical, and industry-aligned training program designed to help learners master the essential capabilities of Oracle EPM Cloud Planning. This course takes participants on a structured journey—from understanding foundational planning concepts to applying advanced techniques used by leading finance and EPM teams worldwide.The course begins by introducing key planning components such as scenarios, versions, planning cycles, dimensional structures, and data modeling principles. Learners will gain clarity on how these elements come together to support budgeting, forecasting, and long-range planning processes within modern enterprises. As the course progresses, participants will explore scenario creation in greater detail, learning how to model different business situations, compare outcomes, and support agile decision-making.A major emphasis of the course is placed on planning forms, the primary interface used by finance and business users for entering, reviewing, and analyzing data. Learners will develop hands-on expertise in designing user-friendly forms, managing layouts, applying validation rules, configuring form properties, and using Ad Hoc grids to support flexible analysis. Real-world examples and best practices are incorporated throughout the training to ensure that learners can apply their skills on live projects with confidence.By the end of the course, participants will be able to design scenario models, build effective forms, streamline data collection, enhance user experience, and contribute meaningfully to planning cycles in any organization using Oracle Planning. This makes the course ideal for finance professionals, EPM consultants, analysts, and anyone aspiring to advance their career in enterprise planning and performance management.

Course objectives

• master the essential capabilities of Oracle EPM Cloud Planning
• apply advanced techniques for budgeting and forecasting processes
• support agile decision-making through effective scenario analysis