EPBCS: Framework Administrator On Demand

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Audience

Implementation consultants, developers, system administrators.

On Demand Subscription

Access to course materials: 90 days for ONE student

Default access to hands-on lab environment: 21 days (lab extensions are available to purchase if required) 

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.

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Course description

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.

Prerequisites for this course

Attendees need a good understanding of PBCS from a system administrator perspective and should attend ONE of the following courses before registering for this training course. Please note that both of the following courses can be completed as 'On Demand' learning without the requirement to attend an instructor-led class:

- PBCS: Maintain Applications (2 days)
- PBCS: Administrator (4 days)

Strategic Modeling Framework

Please note that this course does not cover the Strategic Modeling framework.

Major Topics

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

Hands-On Labs

Your subscription gives you 90 days of access to the course materials. We also provide 14 days of access to a live hands-on lab environment. Once the lab has been made available it cannot be suspended and will be available for a minimum of 14 consecutive days. You can request a start date for access to your hands-on lab. You will use the same environment for all workshops in this course and these should be completed within 14 days. It is possible to purchase a Hands-On Lab Extension for an additional 14 or 28 days. Keyteach will monitor the use of the hands-on lab and we reserve the right to cancel access to the course (without notice) if we believe it is in use by more than one named user.

Help from an Instructor

This is a self-paced course and you should be able to watch the videos and navigate through the course on your own. If you experience any difficulties or would like an opportunity to ask questions of our instructors, we will be happy to help. Please note that whilst we provide personalised support, we cannot provide one-to-one tuition across the entire course.  We will respond to any request for assistance within one working day (24 hours). 

Detailed course agenda / Justification for your manager 

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Build solid expertise in your own time at your convenience

Administrator On Demand training is our most robust and flexible self-paced training option gives you the benefits of an instructor-led experience with instant access to course materials that you can download and keep. The learning experience is highly interactive with hands-on lab access to the real software. We're available to provide personalised support to help you build solid expertise in your own time at your convenience. The content is video-based, with plenty of additional reading, whiteboard presentations and structured workshops to provide comprehensive and flexible learning. 

Named Users

Your subscription is for an named individual and students should not share access to the course or distribute the course materials under any circumstances. Keyteach will monitor the use of the course and the associated hands-on lab and we reserve the right to cancel access to the course (without notice) if we believe it is in use by more than one named user.