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PBCS Training for Administrators

The document provides an introduction and schedule for a 4-day training on Planning, Budgeting on Cloud Service (PBCS). Day 1 covers getting started in PBCS, including login, navigation, and implementation of planning applications and dimensions. Day 2 focuses on loading metadata, user-defined elements, exchange rates, and data. Day 3 is about creating business rules using the Calculation Manager. Day 4 involves entering, submitting, filtering, and adjusting plan data, as well as annotating, analyzing data, and managing approvals in PBCS.

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Reddy Venkata
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98 views2 pages

PBCS Training for Administrators

The document provides an introduction and schedule for a 4-day training on Planning, Budgeting on Cloud Service (PBCS). Day 1 covers getting started in PBCS, including login, navigation, and implementation of planning applications and dimensions. Day 2 focuses on loading metadata, user-defined elements, exchange rates, and data. Day 3 is about creating business rules using the Calculation Manager. Day 4 involves entering, submitting, filtering, and adjusting plan data, as well as annotating, analyzing data, and managing approvals in PBCS.

Uploaded by

Reddy Venkata
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd

PBCS Introduction Day Wise Schedule

Introduction to Planning, Budgeting on cloud Service (PBCS)


Overview on the PBCS Architecture
Understanding Simplified Interface and PBCS Core Features
Administrative dedicated features such as migration, security and autom
Benefits of Cloud Service
Compare and Contrast between Enterprise PBCS (EPBCS) and PBCS
On-premise to PBCS migration process & Challenges
Day1
PBCS Certification Process
Getting Started in PBCS
Login to Planning and Budgeting Cloud Service
Navigate the Planning interface
Implementation
Planning Application and different database options
Planning Dimensions
Manage , Organize Dimensions and Optimize Application Performance
Adding Entity and Account dimensions
Setting up a Planning Application
Aliases, Currencies, Years and Periods
Setting Up Scenarios and Versions Day2
Loading Metadata
Creating User-Defined Elements
Setting Up Exchange Rates
Loading and Calculating Data
Coexist
Integrating PBCS with Other Oracle Applications
Migrating Data from On-Premise Applications
Creating Business Rules
Business Rules Overview
Calculation Manager Overview
Business Rules Creation Process Day3
Calculation Manager Security
Setting Up Business Rules
Validating, Deploying, and Launching Business Rules
Creating Variables and Runtime Prompt Variables
Creating Formulas
Adding Conditional Statements
Creating Member Ranges
Use
Entering Data in Planning
Submitting Data in Forms
Filtering, Sorting, and Spreading Data
Adjusting Plan Data
Day4
Day4
Annotating and Analyzing Data
Managing the Approval Process
Introducing Smart View for Office
Navigating Planning Tasks in Smart View
Analyzing Data with Smart View
Administering Planning with Smart View

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