Oracle Hyperion Financial Close Management 11.1.2 Administration

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,manage tasks and schedules, 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

Audience

• Administrator

Course Topics 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 Metadata Using Lifecycle Management

Managing Templates

• Creating Templates
• Viewing Templates
• Editing and Deleting Templates
• Embedding Templates
• Reassigning Users
• 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
• Validating 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 and Managing Schedules

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

Managing Tasks and Alerts

• Updating Tasks
• Submitting and Approving Tasks
• Force Closing and Aborting Tasks
• Managing Tasks in Microsoft Outlook
• Managing Account Reconciliation Taskflows
• 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

Course Objectives

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