Enterprise Performance Management (EPM) Spotlight and January 2024 Updates

  • January 2024 Updates – there are no new features month.

  • EPM Spotlight– Year in Review for 2023

    • EPM Spotlight features have significant scope and impact to the user experience.
    • In 2024, new EPM Spotlight features will be highlighted in the What’s New document.
    • EPM Spotlight features help you understand which updates have the greatest impact on the EPM Cloud user experience.

In 2023, the following EPM spotlight features were introduced:

EPM Cloud Platform

  • Operational Dashboards for Tasks, Alerts, Supplemental Data, and Enterprise Journals
  • Reports Support for Valid Intersections
  • Forms 2.0 and Dashboard 2.0
  • Pipeline Feature in Data Integration
  • Direct Drill From Summary Members Enabled For Agent Drill Type URLs
  • Announcing: New Guide to Create and Run an EPM Center of Excellence (CoE)

Account Reconciliation

  • Custom Dashboards for Reconciliation Compliance and Transaction Matching

Enterprise Data Management

  • Time Labeled Viewpoints
  • Time Labels
  • Policy Execution Plan
  • Private and Public Queries for Viewpoints
  • Extract Packages
  • Ownership Approvals

Enterprise Profitability and Cost Management

  • Ad Hoc Analysis Available in Rule Designing and Rule Balancing

Financial Consolidation and Close

  • Ability to Create Unbalanced Consolidation Journals
  • Application Roles for Consolidation Journals

Narrative Reporting

  • Report Reference Doclets Now Support Adding Report Text and Note Boxes as Available Content in the Report Package

Planning

  • Enabling Task Manager within Existing Planning Applications
  • Support for Calendars and Events in IPM Insights, Auto Predict, and Predictive Planning
  • Enhanced Connected Planning with Sales Planning and Strategic Workforce Planning – New Application Types in Planning

Tax Reporting

  • Enabling Pillar Two in Tax Reporting

  • Support for Configurable Dimensionality and Optimizing the Application Model for Hybrid Aggregation