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EncartaLabs

Oracle Hyperion FCM - Close Manager Administration

( Duration: 2 Days )

This Oracle Hyperion FCM - Close Manager Administration training course provides skills to manage the financial close process using Financial Close Management. In this course, you will learn to assign security roles and task access, create and import tasks and task types, manage & view schedules, create reports and report binders, define periods, years, and custom attributes. By the end of this course, you will develop the skills to set up the years and periods, create tasks and assign users to tasks and define templates for different close processes.

By attending Oracle Hyperion FCM - Close Manager Administration workshop, delegates 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 reports and report binders
  • Create task types and alert types

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

The Oracle Hyperion FCM - Close Manager Administration class is ideal for:

  • Administrators

COURSE AGENDA

1

Introduction to Financial Close Management

  • About Oracle’s Financial Close Management
  • Product Features
  • Close Process Administration Overview
  • Product Architecture
2

Setting Up the System

  • Defining Years
  • Defining Periods
  • Configuring System Settings
  • Managing Custom Attributes
  • Assigning Security Roles
3

Managing Templates

  • Creating Templates
  • Viewing Templates
  • Editing and Deleting Templates
  • Embedding Templates
  • Validating Templates
4

Creating Tasks

  • Creating Tasks in Templates and Schedules
  • Setting Up Workflow
  • Creating Tasks Hierarchies
  • Cutting and Copying Tasks
  • Deleting Tasks
5

Setting Up Task Types and Integration Types

  • Describing Task Types
  • Creating Task Types
  • Describe Integration Types
  • Importing Integrations Types
  • Viewing Integration Types
  • Managing Applications
6

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
  • Filtering Tasks
  • Performing Batch Updates
7

Creating and Managing Schedules

  • Creating Schedules Manually
  • Creating Schedules from Templates
  • Assigning Calendar Dates with Date Map
  • Selecting Predecessor Task Links
  • Overriding Task Parameters
  • Validating Schedules
  • Manage Schedules
8

Managing Tasks

  • Updating Task Information
  • Viewing Related Tasks
  • Viewing Task History
  • Submitting, Approving, and Rejecting Tasks
  • Force Closing and Aborting Tasks
  • Managing Alerts
9

Viewing Schedules and Reports

  • About the Finance Calendar Views
  • Filtering the Finance Calendar Views
  • Adding Dashboard Controls
  • Customizing the Dashboard Layout
  • Creating and Viewing Reports
  • Creating and Viewing Report Binder

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 6,000 various courses on a variety of subjects
  • All courses are delivered by Industry Veterans
  • Get jumpstarted from newbie to production ready in a matter of few days
  • Trained more than 50,000 Corporate executives across the Globe
  • All our trainings are conducted in workshop mode with more focus on hands-on sessions

View our other course offerings by visiting https://www.encartalabs.com/course-catalogue-all.php

Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.

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