Oracle PBCS Training Curriculum

Module 1: Introduction to PBCS

• Overview of Oracle EPM Cloud
• What is PBCS vs EPBCS
• Planning process (Budgeting, Forecasting)
• Real-time business use cases
• Navigation (Home, Navigator, Cards)

Module 2: Application Creation & Dimensions

• Creating a new PBCS application
• Plan types (Workforce, Financials, etc.)
• Dimensions (Account, Entity, Period, Scenario, Version)
• Dense vs Sparse concept
• Metadata creation & hierarchy

Module 3: Data Loading & Management

• Data Management overview
• Data Integration tools
• Data load rules
• Import/export data
• Error handling

Module 4: Forms & Data Entry

• Creating forms
• Layout (rows, columns, POV)
• Data entry features
• Spreading methods
• Smart View basics

Module 5: Business Rules

• Calculation Manager overview
• Rule types
• Basic calc scripts
• Variables & prompts
• Rule deployment & execution

Module 6: Security Setup

• User roles (Service Admin, User, Viewer)
• Assigning access permissions
• Dimension security
• Form-level security

Module 7: Task Lists & Workflow

• Task lists creation
• Workflow management
• Approval process
• Notifications

 Module 8: Reporting & Analysis

• Financial Reporting basics
• Dashboards & Infolets
• Smart View reporting
• Ad-hoc analysis

 Module 9: Data Integration & Automation

• Integration with ERP systems
• EPM Automate basics
• Job scheduling
• Data sync

 Module 10: Advanced Concepts

• Groovy scripting (intro)
• Valid intersections
• Sandboxing
• Performance tuning basics

Module 11: Migration & Lifecycle Management

• Snapshots & backups
• Migration between environments
• LCM concepts

Module 12: Project

Project:

• Create application
• Build dimensions
• Load data
• Create forms
• Write business rules
• Generate reports