Where are all my EFP peeps at?!?! Please help!

Happy Friday all! So, I have been tasked with using Epicor Financial Planner (EFP) to create budget reports, etc. The problem is, I am NOT a financial person. I was chosen because of my technical skills, but it sure would help me out if I better understood accounting. Anyway, this is turning into a weekly thing, and I need help with some things on EFP. We use the portal through the browser, and we also use the Excel Add-In (for now, though we are trying to phase this out soon and go completely online).

I need help with using EFP so this doesn’t take up so much time. I had to format 60 reports individually last week because I couldn’t figure out how to set it. It took me all day, when I could have pressed one button in the Published Books section and gotten them all if I could set it up correctly.

Yes, we use dspanel for help, but they live in Sweden and I need help now.

-Is there anyone out there who can tell me how to change the Business Rules Dimension filter? I can add to them, but I can’t seem to delete anything.

If anyone uses EFP and could give me some assistance, I’d appreciate it. I’m scouring the internet looking for instructions, but all I can find (mostly) are bullet points of features, but not any good how-to’s. I’ll keep looking, but thought I’d shoot this out to everyone.

Why oh WHY isn’t there a forum for just EFP?!

Hi Erin,

We are new to EFP as well. Just wondering if you got the help you were looking for?

Hi Tazmin,

Yes and no. Epicor has added about 25 videos now to the Learning Center under Epicor Financial Planner. I’ve watched almost all of the videos (they’ve added more since I took them) and I made guidelines as I went through them. Hakan is the presenter in the videos and who I normally work with at dspanel, and so watching his videos was the most helpful thing for me. If you have not gotten a chance to go through them, I would absolutely start there. I only wish they’d have had those available a year earlier. :slight_smile:
I hope this helps.


Thank You Erin. I will definitely check them out. Thank you
What version are you on?

We are in the cloud, running 2021.2.5.

Bumping an old thread.

How do I get Epicor Financial Planner to appear when I browse the catalog? It’s not an option for me at the moment.

EDIT: Just realized your screen shot is of the Learning Center. That is strange, as it does appear in that list for me…

Try searching for “EFP”

Here’s a link to some help in YouTube: Epicor FP&A - YouTube

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Hi Fiona, if you don´t manage to get it to work for you, you can access the videos here too - https://vimeo.com/showcase/8552511?page=2

You can email errah.cavallin@dspanel.com for the password to access it. All the LMS videos are there too although it would be great to get your LMS to work as well :slight_smile:

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Thanks. I will send them an email.

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