Syllabus of Oracle PBCS Training in ACTE
Module 1: Introduction to PBCS
• Overview of Oracle EPM Cloud
• Planning and Budgeting in the Cloud – Purpose and Benefits
• PBCS vs Hyperion Planning vs EPBCS
• PBCS Architecture and Components
Module 2: Navigation and User Interface
• Home Page Overview
• Navigating Dashboards, Data Grids, and Forms
• Understanding Key PBCS Terminologies (Dimensions, Cubes, Artifacts)
• Accessing Different PBCS Features and Tools
Module 3: Environment Setup & Configuration
• Creating and Managing Environments
• User Roles and Access Provisioning
• Service Administration Basics
• Daily Maintenance Tasks in PBCS
Module 4: Metadata and Dimension Management
• Introduction to Dimensions (Account, Entity, Scenario, Version, etc.)
• Creating and Editing Dimensions
• Hierarchies and Aliases in Dimensions
• Importing and Exporting Metadata
Module 5: Data Management and Integration
• Manual Data Entry in Forms
• Data Load Using Templates & Flat Files
• Introduction to Data Management Tool (FDMEE)
• Data Export for Reporting and Analysis
Module 6: Forms, Dashboards, and Smart View
• Creating Data Input Forms
• Designing Dashboards for Data Entry and Visualization
• Ad Hoc Grids for Flexible Analysis
• Smart View Basics for Excel Integration
Module 7: Business Rules and Calculations
• Introduction to Calculation Manager
• Pre-built Business Rules Overview
• Creating Basic Calculation Scripts
• Running and Scheduling Rules
Module 8: Application Design and Plan Types
• Creating Planning Applications
• Designing Plan Types and Cubes
• Adding Members and Attributes
• Creating Scenarios and Versions
Module 9: Reporting and Analysis
• Creating Basic Financial Reports
• Using Smart View for Ad Hoc Analysis
• Formatting and Customizing Reports
• Introduction to Financial Reporting Studio Basics
Module 10: Security and Access Management
• Security Concepts in PBCS
• Assigning Roles and Permissions
• Security at Dimension, Form, and Application Level
• User Provisioning and Access Auditing
Module 11: Administration and Maintenance
• Backups and Snapshots Management
• Monitoring Jobs and Logs
• Managing Artifacts in PBCS
• Performance Optimization Basics
Module 12: Additional Features & Best Practices
• Data Maps and Smart Push
• Sandboxes for What-If Analysis
• Introduction to Predictive Planning
• Design, Development, and Security Best Practices
