Oracle PBCS

Agenda for the Workshop

Presenter Name: Subrata Dutta

Oracle Development
Platform Technology Solutions
Safe Harbor Statement
The following is intended to outline our general product direction. It is intended for
information purposes only, and may not be incorporated into any contract. It is not a
commitment to deliver any material, code, or functionality, and should not be relied upon
in making purchasing decisions. The development, release, and timing of any features or
functionality described for Oracle’s products remains at the sole discretion of Oracle.

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 2

 Agenda – Day 1
• Topics
– EPM Cloud Overview
– Overview of PBCS Success to date, PBCS features to date and PBCS as an EPM Platform
– Building Applications, Configuring Business Processes
• 01 Introduction to Planning
• 02 Navigate PBCS

– Building Dimensions, Forms, Dashboards and Structures, Import and Export of data
• 03 Planning Application and Dimension Overview
• 04 Managing Period and Year Dimension
• 05 Managing Scenario Version Entities and Account
• 06 Managing Metadata
• 07 Managing User defined elements
• 08 Setting up Multi Currency – Standard Option
• 09 Creating Forms and Advanced Features Forms
• 10 Creating Dashboards

PTS Workshop Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
 Agenda – Day 2
• Topics
– Working with Smart View - Forms, Ad-hoc (Excel, word, PowerPoint)
• 11 Working with Smart View
– Financial Reports
• 12 Introduction/Overview to Financial Reports
– Data Management (FDMEE), Integration with EPM on-prem and Cloud and Other Systems
• 13 Data Integration
– Importing Data using Data Management
– Extracting Data from PBCS using Data Management
– Integrating with Oracle Fusion Financials
– Writing Budget Data from Oracle Planning and Budgeting Cloud Back to Oracle Fusion Financials Cloud Service
• 14 Migration from On-Premise to Cloud

– Calc Manager Overview: Business Rules, Database Admin capabilities in Calc Manager
• 15 Overview of Calc Manager
– User Management with IDM, LCM, Users and Group Provisioning
• 16 Setting up Planning Security

PTS Workshop Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
 Agenda – Day 3
• Day 3
– Workforce / Project / Fin St. Planning Overview (EPBCS)
– Miscellaneous topics
• P&B Best Practices for Implementation
• Others
• Q&A

PTS Workshop Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Workshop Process
• Lectures – First Half of the Day
• Demos and Labs – Second Half of the Day
• Contents – beehive online access for
– Presentations, Labs, Demos, Reference and other documents
• PBCS Instance – Lab Instances for Attendees, Notification Via email
– Individual PBCS instance for each attendees during workshop
• Webex – Always login for attendance and Q/A
• Q/A Follow up – Use beehive online forum and post questions

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 6
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |