Planning (E/PBCS): Framework Administrator (3 days)


Implementation consultants, developers, technical system administrators.

Learning Objectives

Learn about the EPBCS frameworks and their features and capabilities. Gain an in-depth understanding of the available options and how to work with the specific interfaces available for each framework.

Course Description

Understand the features and capabilities of this cloud-based solution and understand fundamental concepts that underpin business planning processes. Explore the dimensionality, along with the dashboards, forms, rules and workflows that enable users to complete planning activities. This course provides attendees with hands-on experience of working with EPBCS, enabling them to work successfully with the various frameworks. Get a high level overview of the enabled features and capabilities of EPBCS and explore each of the frameworks in turn.

  • Financial Statement Planning
    Find out how core financial statements, such as balance sheets, cash flow statements and income statements can be prepared.

  • Workforce Planning
    Examine how headcount and related expenses can be managed collaboratively.

  • Capital Asset Planning
    Investigate how to manage, prioritize and plan for capital expenses.

  • Project Financial Planning
    Monitor how assets and resources are allocated across projects to improve decision making processes.

Please note this course does not cover the Strategic Modeling framework which will be available as a separate two-day course.

Don't need all the frameworks?

Attendees in public courses will gain experience with all of the four major frameworks. We can deliver a subset of frameworks if required – please get in touch to arrange a private training class.

Course Information

Audience: Implementation consultants, developers, technical system administrators.

Duration: 3 days

Pre-requisites: PBCS: Administrator (4 days)

Delivery method: ​

Advanced preparation: None

Recommended CPE credits: 21 credits 

Detailed Agenda

Introducing EPBCS Frameworks

  • Navigation and User Variables

  • Financials

  • Workforce

  • Capital

  • Projects


General Setup

Regardless of which frameworks and features you enable in your application, there are some initial setup steps that you should be aware of. In this section, we will explore how to handle the setup of multi-currency applications, as well as how to understand, make changes to and supplement the pre-built content provided by EPBCS.

  • Adding Currencies

  • Loading Rates

  • Account Properties

  • Adding Members


Financials Statement Framework

The Financials framework provides pre-built content, providing all of the functionality required to perform fully integrated financial statement planning across the income statement, balance sheet and cash flow. Data can be entered directly, or you can make use of the intelligent driver and trend based calculation methods provided by the framework.

  • Financials Features

    • Revenue/Gross Margin – Expense

    • Income Statement

    • Balance Sheet

    • Cash Flow

    • Rolling Forecast

    • Weekly Planning

  • Financials Dimensions

  • Configuring Financials

  • Post Configuration Tasks

  • Importing Metadata and Data

  • Financials Rules

  • Using the Financials Framework

    • Assumptions

    • Driver and Trend Based Planning

    • Direct Data Entry

    • Revenue

    • Expense

    • Balance Sheet and Cash Flow

    • Rolling Forecast


Workforce Framework

The Workforce framework is designed to address the needs of HR and Finance, allowing compensation-related expenses to be planned by employee and/or job code. It also provides the ability to perform strategic workforce planning for HR-based skills and competency planning.

  • Workforce Features

    • Granularity

    • Expense Planning

    • Headcount Planning

    • Workforce Management

  • Workforce Dimensions

  • Configuring Workforce

  • Post Configuration Tasks

  • Importing Metadata and Data

  • Workforce Rules

  • Using the Workforce Framework

    • Assumptions and Defaults

    • Managing Existing Employees

    • Managing Hiring Requisitions​


Capital Asset Framework

The Capital framework provides the ability to track both new and existing assets, as well as intangibles. This framework supports depreciation and amortization calculations, cash flow planning, funding for investment and leased assets and “buy versus lease”comparison.

  • Capital Features

    • New Capital Investments

    • Managing Existing Assets

  • Capital Dimensions

  • Configuring Capital

  • Post Configuration Tasks

  • Importing Metadata and Data

  • Capital Rules

  • Using the Capital Framework

    • Investments

    • Existing Assets

    • Intangibles


Projects Financial Framework

The Projects framework provides the ability to perform detailed project financial planning, allowing you to plan for employees, contractors, materials and costs associated with large scale projects.

  • Projects Features

    • Project Type

    • Revenue

    • Project Benefits

    • Expense

    • Rolling Forecast

  • Projects Dimensions

  • Configuring Projects

  • Post Configuration Tasks

  • Importing Metadata and Data

  • Projects Rules

  • Using the Projects Framework

    • Project Summary

    • Expense Planning

    • Revenue


This course is offered through our strategic partnership with Keyteach, using state-of-the-art technology and a live Cloud environment for hands-on labs. Contact us to schedule a private class, or view the public class schedule.

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