Planning (E/PBCS): Key User & Smart View (2 days)


Key users.

Learning Objectives

Gain an understanding of Oracle’s Planning and Budgeting Cloud Service (PBCS) in order to navigate and proficiently utilize data submission, as well as PBCS's analysis and reporting options.

Course Description

This course covers everything that Key Users need to know about the capabilities of PBCS. You'll explore the interface, data submission modules, driver-based planning techniques and data review and analysis options. We'll cover business-critical options to ensure you can successfully access and work with PBCS. Further topics include top-down and bottom-up planning and budget submissions. Understand how to work with task lists, data forms, supporting detail and ad-hoc analysis and how these are integrated for complete workflow.

Course Information

Audience: System administrators, report developers

Duration: 2 days

Pre-requisites: None

Delivery method: 

  • Classroom: Private - In Person or Live Online (contact us to schedule)

Advanced preparation: None

Recommended CPE credits: 14 credits 


PBCS overview, navigation, terms and concepts, tasks and data forms, bottom-up and top-down planning, supporting detail and comments, reports and dashboards, Smart View, ad-hoc queries and reports, cascading reports, writing functions and an introduction to member formulas and business rules

Detailed Agenda

Introducing PBCS

  • Planning concepts

  • Web interface vs Smart View

  • Application types

  • Terminology, dimensions and documents

  • Data, metadata and atribute dimensions

  • Navigating the simplified interface

  • Working with tasks

  • Task list icons

  • Application settings


Data Forms

  • Accessing data forms

  • POV and member selection

  • Cell colors

  • Cell icons


Data Entry Techniques

  • Simple data entry

  • Spreading and adjusting data

  • Entering supporting detail and comments

  • Actions drop-down

  • Data and format panels


Business Rules

  • Understanding business rules

  • Launching business rules

  • Driver-based planning

  • Bottom-up and top-down planning


Data Management

  • Sources of data

  • Mapping tables

  • Import, validate and export data


Processing Data

  • Currency translation and approvals

  • Copy data between versions

  • Sandboxes

  • Scheduling jobs


PBCS Ad Hoc Grids

  • Ad Hoc panel

  • Ad Hoc operations and options


Reports and Dashboards

  • Financial Reports

  • PBCS dashboards


Smart View:

Introducing Smart View

  • Making a connection

  • Smart View panel and ribbon

  • Cell colors

  • Smart View options


Smart View Ad Hoc Analysis

  • POV and member selection

  • Ad Hoc operations

  • Planning Ad Hoc ribbon

  • Cascading reports


Entering and Processing Data

  • Accessing task lists

  • Working with data forms

  • Planning ribbon

  • Submiting and refreshing data

  • Comments and supporting detail

  • Adjust data and grid spread

  • Calculating data

  • Smart Forms

  • Monitoring job statuses

  • Managing approvals

  • Copying versions


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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