PBCS Training

Planning and Budgeting Cloud Service (PBCS) Training


Design Applications- 4 Days

Designing new applications from scratch, ideal for consultants and developers.

Day 1: Navigation, functionality overview, terms and concepts, creating applications, dimensions, plan types, loading metadata, design considerations.

Day 2: Forms and task lists, custom menus, smart lists, composite forms, loading data from Smart View, overview of FDMEE (Data Management), budget versions, rolling forecasts, approvals process.

Day 3: Basic calculation and member formulas, advanced calculations, substitution variables, top-down allocations, translation and aggregation, driver-based planning.

Day 4: Understanding security, overview of Financial Reporting Studio, Smart View, grid diagnostics, cell history, lifecycle (application) management and backups.

Maintain Applications (2 days)

Maintaining existing applications, suitable for system administrators.

Day 5: Navigation, functionality overview, terms and concepts, managing applications, dimensions, plan types, Navigation, functionality overview, terms and concepts, managing applications, dimensions, plan types, loading metadata, data forms and task lists, custom menus, smart lists, composite forms, grid diagnostics, cell history.

Day 6: Overview of Data Management, budget versions, rolling forecasts, approvals process, lifecycle (application) Overview of Data Management, budget versions, rolling forecasts, approvals process, lifecycle (application) management and backups, basic calculation and member formulas, understanding security, overview of Financial Reporting Studio, Smart View.