Oracle PBCS (Planning and Budgeting Cloud Service) is a cloud-based solution from Oracle that is designed to help organizations streamline and automate their financial planning, budgeting, and forecasting processes. It is part of Oracle’s Enterprise Performance Management (EPM) Cloud suite, which integrates financial, operational, and strategic data in a unified platform.

Module 1: Introduction to Oracle PBCS

• Overview of Oracle PBCS:
  • What is Oracle PBCS?
  • Key features and benefits.
  • Components of Oracle EPM Cloud and integration with Oracle ERP.
  • Cloud architecture overview.
  • Differences between Oracle PBCS and other Oracle EPM tools.
• Oracle PBCS Use Cases:
  • Financial Planning and Budgeting.
  • Forecasting and Scenario Planning.
  • Integration with other applications.

Module 2: Setting Up and Configuring Oracle PBCS

• Creating an Application:
  • Different types of applications in Oracle PBCS.
  • Step-by-step guide to creating an application.
  • Application configuration settings.
• Configuring Data Sources:
  • Integration with external data sources (ERP, flat files, etc.).
  • Setting up data load rules.
  • Data integration options (Data Management module, etc.).

Module 3: Managing Users, Security, and Access Control

• User Roles and Permissions:
  • Understanding roles in Oracle PBCS.
  • Creating and assigning roles.
  • Role-based security setup.
• Security Setup:
  • Defining access control policies.
  • Managing user access to various application elements (data, reports, etc.).
• Audit and Compliance:
  • Auditing user actions within PBCS.
  • Using security logs for compliance tracking.

Module 4: Building and Managing Data Models

• Essbase Cube Design:
  • Overview of Essbase (multi-dimensional database).
  • How to design and create Essbase cubes.
  • Working with data dimensions and hierarchies.
• Metadata Management:
  • Managing metadata in Oracle PBCS.
  • Importing and exporting metadata.
  • Managing dimensions and member properties.
• Creating Planning Models:
  • Designing financial planning models (Income Statement, Balance Sheet, Cash Flow, etc.).
  • Setting up assumption drivers and business drivers for forecasts.

Module 5: Data Management and Integration

• Data Management Overview:
  • Introduction to the Data Management module.
  • How to import, map, and load data from different sources.
• Data Load Rules:
  • Setting up and managing data load rules.
  • Troubleshooting data load errors.
• Custom Data Integrations:
  • Integration with third-party applications.
  • Using REST APIs to integrate external data sources.

Module 6: Defining and Using Business Rules

• Introduction to Business Rules:
  • What are business rules and their role in financial planning?
  • Types of business rules (Calculation, Data Loading, Validation).
• Creating and Editing Business Rules:
  • Writing and testing basic calculation scripts.
  • Creating allocation rules and financial calculations.
• Using Groovy Scripting:
  • Introduction to Groovy scripting for automation.
  • Writing custom scripts to implement complex business logic.

Module 7: Workflow and Process Management

• Understanding Workflow in Oracle PBCS:
  • Introduction to workflow processes.
  • Creating and managing task lists for planning cycles.
• Approval Workflows:
  • Setting up approval hierarchies for budgets, forecasts, and other financial documents.
  • Managing task approvals and rejections.
• Collaboration in Workflow:
  • How to use Oracle PBCS for team collaboration during the planning process.
  • Real-time comments and discussions on task lists.

Module 8: Reporting and Analytics

• Financial Reporting Studio:
  • Introduction to the Financial Reporting Studio.
  • Creating custom financial reports (Income Statement, Balance Sheet, etc.).
  • Using the reporting tools to create variance analysis reports.
• Interactive Dashboards:
  • Building dashboards for real-time financial insights.
  • Using Oracle PBCS and Oracle Analytics Cloud for data visualization.
• Exporting and Sharing Reports:
  • Exporting reports to Excel, PDF, and other formats.
  • Configuring email notifications and report distribution.

Module 9: Managing and Analyzing Forecasting

• Forecasting Models:
  • Setting up rolling forecasts for short-term and long-term planning.
  • Adjusting forecasts based on actuals and assumptions.
• Scenario Planning:
  • Managing different planning scenarios (best case, worst case, etc.).
  • Using scenario analysis for future business planning.
• Variance Analysis:
  • Analyzing variances between planned, actual, and forecasted data.
  • Creating reports for variance analysis and corrective actions.

Module 10: Performance and Optimization

• Optimizing System Performance:
  • Tips for improving system performance in Oracle PBCS.
  • Best practices for large data sets.
• Troubleshooting Common Issues:
  • Diagnosing and resolving common problems related to data loads, calculations, and reporting.
  • Understanding system logs and error messages.
• Data and Backup Management:
  • Backup and restore options in Oracle PBCS.
  • Managing data retention and versioning.