Insights and Tips from the Experts



Modernization, Cloud Enablement, Managed Services

Expert Tip: Preparation, Expectations & Keys to Success when Implementing Oracle EPM Planning

[fa icon="calendar'] September 30, 2020 / by Alex Holeman posted in Oracle Planning & Budgeting, Expert Tip

EPM Planningformerly known and sold as Planning and Budgeting Cloud Service (PBCS), is a full-featured data input and reporting tool built for annual planning and periodic forecasting.  If you get the enterprise edition, you get access to additional modules that create plan types for workforce planning, capital depreciation planning, and project planning with additional modules available.  This purpose-built tool can be leveraged as is straight out-of-the-box.  The only requirement is a stable, known general ledger chart of accounts with all chart fields and their respective hierarchical structures to be complete and available for uploading into EPM. 

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Expert Tip: SFP Fund Eligibility Screen

[fa icon="calendar'] August 18, 2020 / by Heidi McLellan posted in student financial planning, Expert Tip

As a financial aid administrator, there can be a lot of pressure to assist students while ensuring regulatory compliance is being upheld to protect your institution. Why hasn’t the student received their funds? What paperwork or tasks are remaining? Who needs to complete these action items? Well, for some of these more common questions, Highstreet’s Student Financial Planning team headed by Heidi McLellan, a Principal Cloud consultant, has an Expert Tip for you. Instead of sorting through numerous reports, you can quickly access a student’s Fund Eligibility data and save yourself some time and effort—all of this information can be found on the Fund Eligibility screen. Look below for how to navigate to that screen. 

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Highstreet provides modernization, cloud enablement, and managed services for your Oracle applications and IT infrastructure.

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