PBCS: Maintain Applications (2 days)

© Keyteach Limited 2018

Available ON DEMAND2

Audience

System administrators of existing applications

Learning objectives

Learn how to administer, manage and maintain existing PBCS applications. Understand how to make changes to existing models, load and maintain application metadata and perform ongoing maintenance tasks.

Course description

This two-day course provides a thorough grounding in PBCS system administration, exploring maintenance tasks and how to apply updates to existing applications. You’ll explore how to manage, maintain and update hierarchies to meet new requirements on an ongoing basis.

Attendees will explore how security is used to control both system access and the integrated approvals process. Work with users, groups and roles to keep your application up-to-date and in sync with business requirements.

Investigate the structure and usage of the various documents and system elements that make up an application. Gain an understanding of how best to update or add to existing data forms, task lists, business rules, reports, dashboards and other application components.

Find out how data from a variety of different sources can be transformed and loaded to a PBCS application using Data Management (FDMEE). You’ll also find out how data is aggregated and calculated in PBCS. Find out where calculations are created and learn how to make and deploy changes to existing  business rules.

Explore the available reporting options to better support your user community.

Day summary

Day 1: 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 2: 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.

Detailed course agenda / Justification for your manager 

PBM OD Page 1 

CPE Sponsors

Course title: PBCS: Maintain Applications

Duration: 2 days

Audience: Implementation consultants, developers and technical system administrators

Pre-requisites: None

Delivery method: Classroom (group - live)

Advanced preparation: None

Recommended CPE credits: 14 credits - specialised knowledge and applications

Programme level: Intermediate

Keyteach is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Registration ID No 115820. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Any complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org

© Keyteach Limited 2017



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