Planning Cloud (EPBCS): Administrator On Demand (90 day) Subscription

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Implementation consultants, developers, technical system administrators

On Demand Subscription

Access to course materials: 90 days for ONE student

Default access to hands-on lab environment: 28 days (lab extensions are available to purchase if required) 

Learning objectives

Learn how to design and build PBCS applications, develop planning and budgeting models and load and manipulate data and metadata in PBCS applications. Gain an in-depth understanding of how to make efficient use of the capabilities and extensibility of PBCS. Learn how to leverage the potential of this powerful solution in order to build more effective applications and workflows.

Course description

This course focuses on the options, functionality and design considerations that impact the performance of PBCS applications. You'll learn how to apply best practice techniques during the development process.

You'll learn about the multi-dimensional hierarchies supported by PBCS and gain an appreciation of the complexities and possibilities of the solution. Find out what can be achieved through a detailed understanding of the underlying structure of the PBCS solution. Learn how to build data forms, load data, explore more detailed calculations and understand the planning cycle. See the ways in which plan data can be adjusted, translated into different currencies and aggregated within PBCS.

This course will equip attendees with the necessary tools and knowledge to design and build effective, responsive and highly optimised applications.

Major Topics

Navigation, functionality overview, terms and concepts, managing applications, loading metadata, using forms and task lists, custom menus, smart lists, composite forms, grid diagnostics, cell history, 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, designing applications, dimensions, plan types, loading metadata, design considerations, building forms and task lists, custom menus, smart lists, composite forms, Data Management (FDMEE) setup, detailed calculations, substitution variables, top-down allocations, setup of approvals process, translation and aggregation, driver-based planning, grid diagnostics.

Hands-On Labs

Your subscription gives you 90 days of access to the course materials. We also provide 28 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 28 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 28 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.