| Topic | Details |
| Topic 1 | - Report on Planning Data: This section of the exam measures the skills of a Planning Administrator and focuses on generating reports to analyze and present Planning data effectively.
|
| Topic 2 | - Import and export data into Planning: This section of the exam measures the skills of a Planning Administrator and covers the process of moving planning data into and out of the system.
|
| Topic 3 | - Provision users and groups. This section of the exam measures the skills of a Planning Administrator and covers how to manage user access by assigning them to appropriate roles and groups.
|
| Topic 4 | - Map data across applications: This section of the exam measures the skills of an EPM Consultant and includes how to map and align data structures between Planning and other connected applications.
|
| Topic 5 | - Set Up Planning Security: This section of the exam measures the skills of a Planning Administrator and includes provisioning user roles and assigning appropriate access rights across Planning artifacts and data.
|
| Topic 6 | - Identify metadata and data load options: This section of the exam measures the skills of a Planning Administrator and introduces options available for importing and managing metadata and data within the system.
|
| Topic 7 | - Build validation rules: This section of the exam measures the skills of an EPM Consultant and includes creating rules that validate data entry in forms.
|
| Topic 8 | - This section of the exam measures the skills of a Planning Administrator and includes understanding how standard and custom dimensions are used, and how dimension hierarchies affect planning structure and outcomes.
|
| Topic 9 | - Import and export metadata into Planning: This section of the exam measures the skills of a Planning Administrator and involves understanding how to bring metadata in and out of Planning applications.
|
| Topic 10 | - Manage Metadata and Data: This section of the exam measures the skills of a Planning Administrator and covers methods for loading and maintaining metadata and data in Planning.
|
| Topic 11 | - Manage Forms, Dashboards, and Navigation Flows: This section of the exam measures the skills of an EPM Consultant and includes creating interactive forms and dashboards and setting up navigation flows for a better user experience.
|
| Topic 12 | - Manage Rules: This section of the exam measures the skills of an EPM Consultant and covers designing and managing business logic using rules and rulesets to automate calculations.
|
| Topic 13 | - Introduction to Planning Modules: This section of the exam measures the skills of an EPM Consultant and introduces the available Planning modules, their integration, and use cases.
|
| Topic 14 | - Report on EPM data: This section of the exam measures the skills of a Planning Administrator and covers using reporting tools to analyze data stored in EPM applications.
|
| Topic 15 | - Planning Overview: This section of the exam measures the skills of an EPM Consultant and covers the general features of Planning. It includes how Planning works, its core capabilities, and how it fits into enterprise performance management.
|
| Topic 16 | - Create and run data integrations: This section of the exam measures the skills of an EPM Consultant and involves building data integration flows between different data sources and Planning.
|
| Topic 17 | - Set up and run data maps: This section of the exam measures the skills of a Planning Administrator and focuses on configuring and executing data maps to move data across plan types or applications.
|
| Topic 18 | - Create Reports: This section of the exam measures the skills of a Planning Administrator and involves creating reports that summarize planning activities and outcomes.
|
| Topic 19 | - Design business rules and rulesets":his section of the exam measures the skills of an EPM Consultant and focuses on creating logic structures to perform calculations and automate processes in Planning.
|
| Topic 20 | - Explain the benefits of using Groovy Rules: This section of the exam measures the skills of an EPM Consultant and explains how Groovy scripting enhances rule flexibility and performance.
|
| Topic 21 | - Manage Dimensions: This section of the exam measures the skills of a Planning Administrator and covers how to manage essential dimensions and hierarchies that organize planning data.
|
| Topic 22 | - Design forms and dashboards: This section of the exam measures the skills of an EPM Consultant and covers designing planning input forms and visual dashboards to support decision-making.
|
| Topic 23 | - Creating System Reports: This section of the exam measures the skills of a Planning Administrator and focuses on system-generated reports that provide insights into application activity.
|
| Topic 24 | - Explain required and user-defined dimensions; how dimension hierarchies impact Planning
|
| Topic 25 | - Assign access permissions to artifacts and cells in Planning: This section of the exam measures the skills of a Planning Administrator and involves granting permissions to users for accessing specific Planning objects and data.
|
| Topic 26 | - Set up Planning and FreeForm Applications: This section of the exam measures the skills of a Planning Administrator and involves setting up Planning applications, including FreeForm apps, to support flexible planning and modeling needs.
|
| Topic 27 | - Describe Planning features: This section of the exam measures the skills of an EPM Consultant and focuses on recognizing key Planning features that help organizations manage and analyze financial data efficiently.
|
| Topic 28 | - Set up valid and invalid intersections and cell-level security: This section of the exam measures the skills of an EPM Consultant and focuses on defining valid data intersections and applying security controls to limit data access at the cell level.
|