oracle hyperion financial close management administration

By attending this Oracle Hyperion Financial Close Management Administration workshop, Participants will learn to:

  • 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

Oracle Hyperion Financial Close Management Administration Training Course, covers on how to manage the financial close process using Financial Close Management.

Participants learn 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.

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

  • Administrators

COURSE AGENDA

  • Creating Templates
  • Viewing Templates
  • Editing and Deleting Templates
  • Embedding Templates
  • Reassigning Users
  • Validating Templates
  • Defining Years
  • Defining Periods
  • Managing Custom Attributes
  • Assigning Security Roles
  • Managing Metadata Using Lifecycle Management
  • About Oracle’s Enterprise Performance Management Suite
  • Product Features
  • Close Process Administration Overview
  • Product Architecture
  • Creating Tasks
  • Creating Tasks Hierarchies
  • Cutting and Copying Tasks
  • Deleting Tasks
  • Creating Task Types
  • Setting Up Workflow
  • Setting Up Task Access
  • End-User and System Automated Integration Types
  • Predefined Integration Types
  • Importing Integration Types
  • Viewing Integration Types
  • Validating Integration Types
  • Managing Applications
  • Task Import File Format
  • Task Type Import File Format
  • Importing and Exporting Tasks
  • Importing and Exporting Task Types
  • Creating Schedules Manually
  • Creating Schedules from Templates
  • Date Maps
  • Predecessor Tasks Links
  • Override Task Parameters
  • Validating Schedules
  • Setting Schedules Status
  • Updating Tasks
  • Submitting and Approving Tasks
  • Force Closing and Aborting Tasks
  • Managing Tasks in Microsoft Outlook
  • Managing Account Reconciliation Taskflows
  • Managing Alerts
  • Viewing the Dashboard
  • Adding Dashboard Controls
  • Customizing the Dashboard Layout
  • Accessing Finance Calendar Views
  • Filtering Finance Calendar Views
  • Creating Report Binders
  • Viewing Report Binders

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