PBCS Dimensions

 PBCS application contains dimensions. Dimensions are like categories for your data.

1)      Required Dimensions

6 + 1 Required dimensions

 

 1 scenario and version kind of go together because they make up where your budget is in the life cycle of your budget process.

2 Period and year go together. They make up your budget time structure.

3 Account is driving force to store data

4 Entity is driving force for the budget

 

1)      Additional Dimensions

User-defined dimensions are dimensions above and beyond what you need. E.g. Product, Channel, Employee, Project etc.

Dimension Hierarchies

There are three different ways to refer to members.

1)      Genealogy

2)      Levels

3)      Generations 

 

 

 

PBCS Cloud subscription features

PBCS provides end-to-end business processes to meet the requirements of most organizations.

PBCS allows you to create one application for each subscription to an EPM Cloud Service.

Standard cloud Subscription 

• Create new module based application
• Migrate module based application 

Enterprise cloud Subscription 

• Create new module based, free form or custom application 
•       Migrate custom application 
•       Create Sample application - Vision 

Understanding PBCS Home Page

 When any company buys PBCS (standard or enterprise), they receive POD details from Oracle.
·       URL to access PBCS
·       Credentials

It is better way to understand sections of home page.
1.       Navigator
Similar to On premise Navigator – directs user to various actions.
The Navigator menu is reached from clicking the Navigator button in the upper left corner of the home page. And this connects you to the functionality that you have access to. And it's listed by category.
 
2.       Navigation Flow
Directs user back to navigation screen
 
3.       Infolet
Second dot if available directs to infolet.
 
4.       Clusters
Cluster is an icon that contains group if cards. We can think of cluster as container.
 
5.       Announcement Area
The Announcements area displays any system announcements that have been entered by the administrator.
 
6.       Settings and Actions menu
Settings and Actions menu, which is available from your login username, gives you the ability to reload your navigation flow, manage your downloads, contact customer support, etc
 
7.       Cards
A card is an icon that navigates you to the corresponding functional area.
The application cluster. So this accesses the following cards. Overview, Settings, Valid Intersections, Data Exchange, and Jobs.

PBCS Life Cycle

 What are responsibilities of PBCS end user and PBCS implementer?

From #Oracle Documentation reference, it can be explained in simple steps as given below:

PBCS End User Responsibilities:

PBCS Implementer Responsibilities:

Modules of PBCS

PBCS Definition 

PBCS à Planning Budgeting Cloud Service

Oracle Planning is a budgeting, planning, and forecasting solution that provides functionality, such as streamlining data through web, mobile, and Excel-based interfaces,

• ·       A calculation engine called Calculation Manager, to promote business modeling with complex rules and allocations-- that's where we'll be seeing Groovy.
• ·       We do have out-of-the-box pre-built best practice planning modules.
• ·       Potentially sophisticated budget review processes-- you are able to use the approval process and workflow to set that up.
• ·       Infolets and dashboards to focus on your most important information-- that's giving the information consumer a very good visual way to see what's going on in your organization.
• ·       Dynamic reporting capability-- we have a lesson on that.
• ·       And then freeform and customizable business processes

Cloud Service

Two types of Cloud service 

1. Standard Cloud Service
2. Enterprise Cloud Service 

PBCS Modules 

PBCS provides complete planning, budgeting and forecasting solutions for business modules. It includes  best practice predefined content including forms, Calculations, Drivers, Key performance indicators. 

5 PBCS modules are given below:

>> integrated driver-based, trend-based, and direct input planning for your income statement, balance sheet, and cash flow accounts.

 

>> allow you to link your financial plan with Workforce so that you can plan for headcount and compensation.

>> allows you to plan for long-term impacts of capital assets and capital expenses

>>  bridges the gap between your project planning systems and the financial planning process.

(More than one fiscal year)

>> allows you to plan for long-term strategic objectives