How Can I Take this Course?
Keyteach provides flexible training options to suit your needs.
Would you like to arrange a private class for your team?
Keyteach provides the flexibility to deliver this instructor-led course on dates that suit your team’s schedule. Private classes, conducted live online with a remote instructor, require a minimum of two participants. Alternatively, we can arrange in-person training at your location upon request.
Course Summary
This 3-day OneStream CPM Express training provides a comprehensive, hands-on learning experience focused on maintaining, configuring, and managing CPM Express applications for both IFRS and GAAP environments. This training builds on the standard OneStream System Administrator training courses and should be viewed as follow-on course, structured around hands-on workshops that guide participants through real-world CPM Express administrative and functional scenarios.
Audience
- CPM Express Administrators
Duration
- Instructor-led training: 3 days (21 CPE Credits)
Course Description
This course provides a structured, hands-on approach to maintaining and administering a OneStream CPM Express application. Participants start with core data integration concepts, and then explores navigation, data loading, transformations, FX rate management, and dashboard fundamentals, before moving into IFRS / GAAP CPM Express dimensions, cubes, extensibility, and an understanding of how CPM Express applications are built.
The course covers essential workflow processes such as cash flow and tax configuration, journals, intercompany processing, consolidation logic, planning method assignments, period certification, and security administration. Reporting and analysis capabilities are reinforced through hands-on creation and management of cube views, forms, reports, and books, along with user experience and dashboard configuration.
By the end of the course, participants will be equipped with the practical knowledge and confidence to support, maintain, and enhance a OneStream CPM Express application in a production environment.
Learning Objectives
By the end of this course learners will be able to:
- Identify the core architecture and components of a OneStream CPM Express application, including IFRS and GAAP models.
- Apply data integration concepts, including navigation, data loading, transformations, and FX rate management.
- Configure CPM Express dimensions, cubes, extensibility, and application setup for IFRS and GAAP environments.
- Analyze and apply key workflow processes, including cash flow and tax configuration, journals, intercompany processing, and consolidation logic.
- Implement workflow templates, confirmation rules, and role-based security for IFRS and GAAP applications.
- Recall how to create and manage cube views, forms, reports, books, dashboards, and user experience components to support reporting and analysis.
Suggested Topics for Inclusion in this Training
Day 1: Data Integration & Application Foundations
- OneStream access, navigation, and user interface overview
- Data loading concepts and import templates
- Data sources, transformations, and data management
- FX rate setup and management
- Dashboard fundamentals
- CPM Express architecture overview
Day 2: Dimensions, Cubes & Core Workflow Processes
- IFRS and GAAP cubes, dimensions, and extensibility
- IFRS and GAAP application setup and configuration
- Ownership management and consolidation logic
- Cash flow and tax reporting configuration
- Journal creation and journal templates
- Intercompany processing and mismatch resolution
Day 3: Security, Reporting & User Experience
- Workflow processes and period certification
- Workflow templates and confirmation rules
- Users, groups, and role-based security (IFRS & GAAP)
- Cube views, parameters, and prompts
- Forms, reports, and books management
- UX configuration and dashboard enhancements
- Integrating OneStream solutions into Genesis
National Association of State Boards of Accountancy (NASBA)
- Course title: OneStream: CPM Express - Maintaining Applications (3 days)
- Duration: 3 days
- Audience: CPM Express Administrators
- Pre-requisites: None
- Delivery method: Group Live and Group Internet-Based
- Advanced preparation: None
- Recommended CPE credits:
Group Live and Group Internet-Based: 21 credits - computer software and applications - Programme level: Intermediate
Keyteach is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Registration ID No 115820. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Any complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org
