Planning and Budgeting Cloud Service (PBCS): Administrator (4 days)
Implementation consultants, developers, technical system administrators
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.
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.
Day 1: 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.
Day 2: 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.
Day 3: Designing applications, dimensions, plan types, loading metadata, design considerations, building forms and task lists, custom menus, smart lists, composite forms, Data Management (FDMEE) setup.
Day 4: Detailed calculations, substitution variables, top-down allocations, setup of approvals process, translation and aggregation, driver-based planning, grid diagnostics.
Detailed course agenda / Justification for your manager
Course title: PBCS: Administrator
Duration: 4 days
Audience: Implementation consultants, developers and technical system administrators
Delivery method: Classroom (group - live)
Advanced preparation: None
Recommended CPE credits: 28 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