---
title: Planning Business Process Reviews
meta_title: 'Planning Business Process Reviews 2026: Details, Pricing, & Features
  | G2'
meta_description: Filter 64 reviews by the users' company size, role or industry to
  find out how Planning Business Process works for a business like yours.
aggregate_rating:
  rating_value: 4.2
  review_count: 64
  scale: '5'
date_modified: '2026-07-19'
parent_category:
  name: Accounting & Finance
  url: https://www.g2.com/categories/accounting-finance
---

# Planning Business Process Reviews
**Vendor:** Oracle  
**Category:** [FP&amp;A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis)  
**Average Rating:** 4.2/5.0  
**Total Reviews:** 64
## About Planning Business Process
Oracle Planning and Budgeting Cloud is a complete planning, budgeting, and forecasting solution that enables organizations of any size to rapidly adopt world-class planning applications, improving forecast accuracy with minimal IT resources.



## Planning Business Process Pros & Cons
**What users like:**

- Users value the **integration capabilities** and **flexibility of custom models** offered by Oracle Planning Cloud. (1 reviews)
- Users value the **integration capabilities** of Oracle Planning Cloud, enhancing flexibility and leveraging its powerful calculation engine. (1 reviews)

**What users dislike:**

- Users find the **limited features** of Oracle Planning Cloud restrict usability, particularly with Smartview&#39;s Excel-only integration. (1 reviews)
- Users find the **poor interface design** limiting, wishing for broader compatibility with modern applications like Google Sheets. (1 reviews)

## Planning Business Process Reviews
  ### 1. Oracle Cloud EPM is by far the best tool on the market to support an organization's planning needs.

**Rating:** 4.5/5.0 stars

**Reviewed by:** RJ L. | Managing Partner, Information Technology and Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 20, 2017

**What do you like best about Planning Business Process?**

I like the accessibility of the cloud products. Being a long-time user, I found it cumbersome to access an on-premise instance of the product. With the cloud, all i need is internet access and a browser. I can access to product anywhere at anytime

**What do you dislike about Planning Business Process?**

I do miss the local client installs. There are certain task that are easier to do with a local install rather than a through a browser. It would be nice if they offered client installs for they administrative tools.

**Recommendations to others considering Planning Business Process:**

Oracle Cloud EPM is by far the only tool on the market that covers the full breadth of requirements for an organization's planning needs.

**What problems is Planning Business Process solving and how is that benefiting you?**

We are able to use Oracle Cloud EPM to better plan our business. We also use it to educate our customers on how the tools can help them as well.

  ### 2. Buying and using Oracle's ERP Cloud is an easy decision for complex budgeting and planning issues

**Rating:** 4.5/5.0 stars

**Reviewed by:** Ronika L. | Global Head of Enterprise Resource Planning Cloud Applications (US, Austrailia, Argentia, India), Food Production, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 11, 2017

**What do you like best about Planning Business Process?**

The ease of use an how it's easily integrated into our ERP Cloud product suite to pull data from our cubes when we update the hierarchy.

**What do you dislike about Planning Business Process?**

Having to constantly log in to Smartview as a separate log in instead of it authenticating users with one login when uploading data, working in forms, etcetera.

**Recommendations to others considering Planning Business Process:**

It's Hyperion and Smart View Super sized. Go for it!

**What problems is Planning Business Process solving and how is that benefiting you?**

Our goal with EPM is do have several budget scenarios so we can effectively plan and respond to change sin our business, due to any known and unknown factors. Our budgeting and planning for our playbook iis in unchartered waters and we're creating a new market while solving global problems in food supply and demand and the economics of farming.

  ### 3. Convenient accessibility of the cloud products

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Telecommunications | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 06, 2018

**What do you like best about Planning Business Process?**

I like how accessible all the cloud products are. Its easy to use and easily integrated with our cloud. If you need to update the hierarchy, it is very easy to pull the data from the cubes. 

**What do you dislike about Planning Business Process?**

Sometimes it's time consuming to log in to Smartview separately. It would be great if there was one log in for users. Also, there is not enough administrative tools to work with for easier client install.

**Recommendations to others considering Planning Business Process:**

It's the best for business management!

**What problems is Planning Business Process solving and how is that benefiting you?**

We use Oracle EPM to effectively manage our business and budgeting. It is a great software to plan and change budgeting goals.

  ### 4. EPM Enterprise Experience

**Rating:** 2.0/5.0 stars

**Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.)

**Reviewed Date:** July 31, 2018

**What do you like best about Planning Business Process?**

Automatically generate daily reports. Access to all the EPM applications via EPM repository.

**What do you dislike about Planning Business Process?**

So many thing to improve. The version that we used was too laggy. Sorting by the categories should be improved. Report templates are old-fashioned.

**What problems is Planning Business Process solving and how is that benefiting you?**

Daily reports have been extracted in CSV format and generated weekly EPM Bulletins.

  ### 5. Good for CRM customer relationship management

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Internet | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 04, 2018

**What do you like best about Planning Business Process?**

There is asset tracking, supply chain management and it is cost effective.

**What do you dislike about Planning Business Process?**

Everything is to my liking, there is nothing to dislike.

**What problems is Planning Business Process solving and how is that benefiting you?**

There can be bad data that messes with the business and EPM is great at fixing the problem. 

  ### 6. Oracle Review

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.)

**Reviewed Date:** May 30, 2018

**What do you like best about Planning Business Process?**

system navigation with some training was super easy

**What do you dislike about Planning Business Process?**

data integration was tedious and the transition was tough on our business

**What problems is Planning Business Process solving and how is that benefiting you?**

all inventory was in one system now

  ### 7. It worked for us

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Civil Engineering | Enterprise (> 1000 emp.)

**Reviewed Date:** April 25, 2018

**What do you like best about Planning Business Process?**

 We use this to track shipments And forecast ahead

**What do you dislike about Planning Business Process?**

It was not always a user-friendly system

**What problems is Planning Business Process solving and how is that benefiting you?**

It helped us track on shipping

  ### 8. grear experience for now

**Rating:** 3.5/5.0 stars

**Reviewed by:** Sandip V. | Sr. IT Manager, Computer & Network Security, Enterprise (> 1000 emp.)

**Reviewed Date:** October 03, 2017

**What do you like best about Planning Business Process?**

integrations are WEB API base. This is industry standard which is great. Also the setups are easy to understnad

**What do you dislike about Planning Business Process?**

screen are not user friendly . The cloud product do not seem to havr great UI. The user struggle to navigate betwwen screen

**What problems is Planning Business Process solving and how is that benefiting you?**

trade management

  ### 9. Review

**Rating:** 4.0/5.0 stars

**Reviewed by:** UMASHANKAR M. | Sr IT Program Manager - Customer Success, Computer Networking, Enterprise (> 1000 emp.)

**Reviewed Date:** October 03, 2017

**What do you like best about Planning Business Process?**

Oracle EPM is easy and convienence for enterprise mgmt. It can scale to new users within a reasonable time

**What do you dislike about Planning Business Process?**

Security can be made easier with single sign on and identity.

**Recommendations to others considering Planning Business Process:**

recommend trying out EPM without hesitation

**What problems is Planning Business Process solving and how is that benefiting you?**

Consolidate multiple tools, decision making cycle

  ### 10. Going live in a couple of months

**Rating:** 3.5/5.0 stars

**Reviewed by:** Santiago E. | Gerente de infraestructura y Comunicaciones, Enterprise (> 1000 emp.)

**Reviewed Date:** October 03, 2017

**What do you like best about Planning Business Process?**

proccessing Flexibility, easy administration

**What do you dislike about Planning Business Process?**

only concern is about mantenance windows

**What problems is Planning Business Process solving and how is that benefiting you?**

still on project. Go live on March. Actually replacing a Hyperion on prem instance

  ### 11. Oracle EPM Cloud

**Rating:** 4.0/5.0 stars

**Reviewed by:** Val P. | IT Platform Specialist - Hyperion Systems, Internet, Enterprise (> 1000 emp.)

**Reviewed Date:** October 04, 2017

**What do you like best about Planning Business Process?**

shorter project cycle
latest patches/updates pushed

**What do you dislike about Planning Business Process?**

loss of flexibility and customization allowed, no access to backend objects

**What problems is Planning Business Process solving and how is that benefiting you?**

less infra cost

  ### 12. ok

**Rating:** 3.0/5.0 stars

**Reviewed by:** Bijoy B. | Associate Director, IT Applications , Biotechnology, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 03, 2017

**What do you like best about Planning Business Process?**

Product features. System availability 


n

**What do you dislike about Planning Business Process?**

Support from operations                                                                                                           


n

**What problems is Planning Business Process solving and how is that benefiting you?**

Visibility and transparency

  ### 13. EPM

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Aviation & Aerospace | Enterprise (> 1000 emp.)

**Reviewed Date:** October 02, 2017

**What do you like best about Planning Business Process?**

The easy of use post the implementation for our business users as they were using RS2 prior.

**What do you dislike about Planning Business Process?**


being a South African customer, the skills for implementation was rare and therefore took longer to implement.

**Recommendations to others considering Planning Business Process:**

n/a

**What problems is Planning Business Process solving and how is that benefiting you?**

EPM has resolved the planning and budgeting process.. 

  ### 14. Oracle World Review

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Government Relations | Enterprise (> 1000 emp.)

**Reviewed Date:** October 03, 2017

**What do you like best about Planning Business Process?**

ease of use, availability and implementation of multiple users.

**What do you dislike about Planning Business Process?**

the cost.  product is initially pricey but once maintained its efficient to maintain.

**What problems is Planning Business Process solving and how is that benefiting you?**

At my particular agency, we are solving business problems using EMP cloud.


## Planning Business Process Discussions
  - [What is Oracle Planning Cloud used for?](https://www.g2.com/discussions/what-is-oracle-planning-cloud-used-for)

- [View Planning Business Process pricing details and edition comparison](https://www.g2.com/products/planning-business-process/reviews?page=2&section=pricing&secure%5Bexpires_at%5D=2026-07-22+02%3A39%3A34+-0500&secure%5Bsession_id%5D=dcb9c0de-9204-4321-9732-ab3ff952a7cd&secure%5Btoken%5D=d4fd986e2d0fc866e13c6606f5f63882870a1f70a54115afd4096df693987f52&format=llm_user)

## Planning Business Process Features
**Budget Creation**
- Data Import
- Budget Hierarchies
- Versioning
- Formulas
- What-If
- Budget Periods

**Financial Planning**
- Extended Planning
- Reporting
- Integration

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Agentic AI - FP&A (Financial Planning & Analysis) **
- Proactive Assistance
- Decision Making

**Financial Insight**
- Budgeting
- Forecasting
- Planning

**Budget Management**
- Consolidation
- Adjustments
- Workflows

**Data**
- Data Visualization
- Data Analysis
- Custom Reporting
- Reporting Templates

**Forecasting**
- Historical Data
- Reforecast
- Forecast Types
- Rolling Forecasts
- AI

**Status Communication**
- Collaboration
- Version Control
- Real-Time Data Updates
- Scorecards

**Analytics**
- Variance Analysis
- Forecasts Comparison
- Forward Looking

**Agentic AI - Budgeting and Forecasting**
- Natural Language Interaction
- Proactive Assistance
- Decision Making

## Top Planning Business Process Alternatives
  - [Anaplan](https://www.g2.com/products/anaplan/reviews) - 4.6/5.0 (396 reviews)
  - [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) - 4.3/5.0 (348 reviews)
  - [Vena](https://www.g2.com/products/vena/reviews) - 4.5/5.0 (471 reviews)

