Day 1

• Solution Overview
• Overview of PBCS Functionality
• Navigation of the Interfaces
• Review Key Terms and Concepts
  • Review the key PBCS terms relating to dimensions, members, and the wider application.
  • Explore the concepts that are key to the planning process in PBCS to gain a "big picture" understanding.
• Loading Metadata
• Introducing Data Integration (Data Management)
• Other Data Entry Methods

Day 2

• Adjusting Forecasts
  • A variety of adjustment techniques are available when working with E/PBCS, allowing you to amend individual values or adjust whole data ranges as required.
• Comparing Budget Versions
  • PBCS allows for multiple versions of your budgets and forecasts to be prepared.
  • Discuss how this functionality can be leveraged to provide an iterative planning process.
• Rolling Forecasts
• The Approvals Process
• Lifecycle (Application) Management
  • Discover how to move artefacts between development and production applications.
  • Find out how to back up an application.
• Basic Calculation and Member Formulas

Day 3

• Managing Exchange Rates
• Understanding Security
  • Control access to an application and its components.
• Overview of Reporting Studio
  • Understand more about running reports.
  • Get an overview of Report Designer
  • An additional two-day course is available for learners that require more extensive knowledge
• Smart View
  • Ad Hoc Analysis
    • Discover the benefits of using Ad Hoc Analysis functionality to create queries and analyse data from PBCS.
  • Smart View Across Microsoft Office
    • Understand how Smart View can be used across the suite of Microsoft Office products such as Word, PowerPoint, and Outlook.
• Review of Architecture
• My Services
• Application and Plan Types
• Planning Cloud Dimensionality
• Creating Applications
  • Explore the variety of options and design decisions available when creating new Planning Cloud applications.

Day 4

• Designing Data Forms & Task Lists
  • Task lists guide users through the planning process.
  • Data forms provide a window to the database for the review and manipulation of data.
• Building Custom Menus
  • Learn how to enhance navigation within Planning Cloud through the development of custom menus.
  • Enable users to more easily access custom content.
• Application Diagnostics
• Data Auditing
• An Introduction to the Setup of Source Data Integration with Data Management
  • An additional two-day course is available for learners that require more extensive knowledge.
• Designing an Approvals Process
  • Undertake a simple approvals process to review various available options for the promotion, delegation, and sign-off of planning data.
  • Discover how to set up a Planning Unit hierarchy and perform the required Scenario and Version assignment.

Day 5

• Introducing Calculation Manager
  • Understand how to work with Calculation Manager to design, maintain, and deploy business rules for a Planning Cloud application.
  • An additional two-day course is available for those that need more advanced calculations.
• Substitution Variables
  • Add flexibility through the use of dynamic substitution variables for use in data forms and business rules.
• Top-Down Allocations and Bottom-Up Strategies
• Translation and Aggregation
  • Automate the translation of data to the available reporting currencies when working with multi-currency applications.
• Driver-Based Planning
  • Customisable calculations allow you to embed a driver-based approach in your planning process.
• Understanding EPM Automate
  • Discover how the EPM Automate utility can help to streamline and automate common tasks.
  • Tasks include loading data and managing the Cloud environment.