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Administering Cloud EPM: The Platform Beneath the Business Processes · Module 10 · Clients and Tools

Clients by business process

Lesson 112 of 201 · 2 min

Eight passes. Two of them contain the exceptions worth remembering. Planning, Planning Modules and FreeForm — EPM Automate; Smart View across all three variants; Planning extensions and Task Manager; Predictive Planning; Strategic Modeling for the modules; Financial Reporting Web Studio. Financial Consolidation and Close, and Tax Reporting — Smart View across variants; the administrator add-on; Task Manager; Supplemental Data; Enterprise Journals for consolidation. Account Reconciliation — EPM Automate; Smart View; the Reconciliation Compliance extension. THE ONE BUSINESS PROCESS THAT DOES NOT USE SMART VIEW AS ITS PRIMARY CLIENT. A genuine and useful distinction, and the reason a Smart View-shaped deployment plan sometimes misses a whole team. Enterprise Profitability and Cost Management — EPM Automate; Smart View across variants, with a minimum version requirement; Planning extensions; Task Manager. Profitability and Cost Management — EPM Automate; Smart View; Financial Reporting Web Studio. Narrative Reporting — EPM Automate; Smart View; the Narrative Reporting

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In this module: Module 10 · Clients and Tools

  1. 1The client landscape
  2. 2Clients by business process
  3. 3Smart View and its variants
  4. 4Prerequisites and version support
  5. 5Downloading and installing
  6. 6Connection types and URL syntax
  7. 7Financial Reporting Web Studio and Calculation Manager
  8. 8Browser configuration and support
  9. 9What breaks
  10. 10Lab: inventory, connect, and plan the deployment