Copy Version in Oracle EPM Cloud - No Scripts, No Business Rules
#OracleEPM #EPMCloud #EPMTips
Copy Version is a built-in Oracle EPM Cloud feature that replicates data between Versions without writing a single line of code. No business rules. No Groovy. No EPM Automate. No REST APIs.
In this walkthrough I show you exactly how it works, including the one behavior that trips most admins up, i.e. the difference between copying to a Target Version versus a Bottom Up Version.
📄 Full article with FAQ and step-by-step guide:
https://fmepm.com/post-copy-version
⏱️ CHAPTERS
00:00 What Copy Version does
01:16 Demo setup — Working, Expansion, Most Likely
01:55 Running Copy Version to a Target Version
03:57 Confirming the copy in Jobs (no business rule exists)
04:36 Copying to a Bottom Up Version (Most Likely)
05:47 Why Bottom Up needs aggregation after the copy
05:59 Things to keep in mind — 21.12 restriction, approved units, version behavior
06:59 Three practical use cases
07:30 Wrap up
🔑 KEY TAKEAWAYS
Out of the box. No scripts, no business rules, runs in seconds.
Since the 21.12 update, only Service Administrators can run it.
Target Version copies all levels. Bottom Up copies level zero only (aggregate after).
Approved planning units are protected.
Works in both the web interface and Smart View.
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📺 RELATED VIDEOS
Smart View Shared Connections: https://fmepm.com/post-smartview-xml
Oracle EPM April 2026 Update: https://fmepm.com/epm-update-april-2026
👤 ABOUT
I'm Fred Mamadjanov, Oracle ACE and EPM Solution Architect based in Toronto, working with Oracle Cloud EPM, Vena Solutions, and NetSuite Planning & Budgeting worldwide. I work directly with every client. The expert you work with, not through.
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