PBCS: Key User and Smart View (2 days)

Oracle Planning Cloud (PBCS): Key User and Smart View (2 days)


Key Users

Learning objectives

Gain an understanding of Oracle’s Planning and Budgeting Cloud Service (PBCS) in order to navigate and proficiently utilise data submission, as well as PBCS's analysis and reporting options.

Course description

This course covers everything that Key Users need to know about the capabilities of PBCS. You'll explore the interface, data submission modules, driver-based planning techniques and data review and analysis options. We'll cover business-critical options to ensure you can successfully access and work with PBCS. Further topics include top-down and bottom-up planning and budget submissions. Understand how to work with task lists, data forms, supporting detail and ad-hoc analysis and how these are integrated for complete workflow.


PBCS overview, navigation, terms and concepts, tasks and data forms, bottom-up and top-down planning, supporting detail and comments, reports and dashboards, Smart View, ad-hoc queries and reports, cascading reports, writing functions and an introduction to member formulas and business rules

Detailed course agenda 

PBK Page 1

CPE Sponsors

Course title: PBCS: Key User

Duration: 1 day

Audience: Key Users

Pre-requisites: None

Delivery method: Classroom (Group-Live)

Advanced preparation: None

Recommended CPE credits: 14 credits - computer software and applications

Programme level: Introductory

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

PBCS: Key User and Smart View (2 days)
Oracle PBCS Training Courses