Enterprise Planning and Budgeting close cloud Training [EPBCS]

Enterprise Planning and Budgeting close cloud Training [EPBCS] - 35 Hours

About Oracle EPBCS

Oracle released Enterprise Planning and Budgeting Cloud Service (EPBCS), a planning and budgeting solution with powerful reporting capabilities for enterprise level customers. EPBCS is the most recent cloud-based release of their Oracle Enterprise Performance Management (EPM) platform for customers whose road maps include transitioning to the cloud in order to eliminate hardware and software requirements and reduce their overall cost of owning software. Enterprise companies are aggressively adopting cloud solutions as a means to retain their competitive advantage and increase profitability.

Understand the features and capabilities of this cloud-based solution and understand fundamental concepts that underpin business planning processes. 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. Explore the dimensionality, along with the dashboards, forms, rules and workflows that enable users to complete planning activities. This course provides audiences 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

Audience

Implementation consultants, developers, system administrators

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.

Course description

Understand the features and capabilities of this cloud-based solution and understand fundamental concepts that underpin business planning processes. Explore the dimensionality, along with the dashboards, forms, rules and workflows that enable users to complete planning activities. 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.

Major Topics

Fundamentals of Planning and Budgeting

Different Budget Approaches

Zero-Based Budgeting
Top-Down
Bottom-Up
Rolling / Continuous
Flexible Budgets

Planning and Budgeting Cloud

Creating an Application
Setting up Access Permissions
Managing Applications
Editing Dimensions in the Simplified Dimension Editor
Designing Custom Navigation Flows
Designing Dashboards
Managing Sandboxes
Managing Jobs
Defining Valid Intersections
Defining Data Maps
Using the Member Selector
Managing Data Validation
Managing Application Settings
Managing Application Databases

EPM Automate Utility

Oracle Enterprise Planning and Budgeting Cloud

Welcome to Oracle Enterprise Planning and Budgeting Cloud
Setting Up Your Application
Setting up Strategic Modelling
Familiarizing Yourself With Oracle Enterprise Planning and Budgeting Cloud
Configuring Workforce
Configuring Projects
Configuring Capital
Configuring Strategic Modelling

Calculation Manager

Overview of Calculation Manager
Designing Business Rules
Designing Business Rule Sets
Working with System Templates
Working with Custom Templates
Using Components to Design Business Rules and Templates
Using Aggregate Storage Components to Design Business Rules

Interface and Navigation Flows

Creating Custom Navigation Flows
Dashboards and Infolets

Data Management (FDMEE)

Concepts
Import, Validate and Export
Data Management Setup

Designing Data Forms

Design Considerations
Smart Lists and Variables
Data Form Validation Rules
Creating Formulas

Data Entry Techniques

Basic Data Entry
Quick Data Entry Commands
Keyboard Shortcuts
Comments and Attachments
Adjusting Values and Grid Spread
Supporting Detail
Formatting Data and Data Form Controls

Security and Managing Users

The EPBCS Security Model
Creating Users
Assigning Roles
Managing Groups
Valid Intersections

Smart View

Connection Types and Ribbons
Ad Hoc Analysis and Cascade
Data Forms and Smart Forms
Smart View Functions

Financial Reporting

Running and Creating Reports
Reports in PDF, HTML, XLXS, Word and Power point

Application Maintenance

Application Migration
Scheduling Jobs
Cloud Environment Updates

Exchange Rates and Translation

Managing Exchange Rates
Average Rate
Ending rate
Acquisition Rate/Local Rate
Rate Overrides/Amount overrides
Loading Exchange Rates

Member Formulas

Creating Member Formulas
Dynamically Calculated Members
Two-Pass Calculation

Reach Us