Oracle EPBCS (Enterprise Planning & Budgeting Cloud Service) Training

Live Online & Classroom Enterprise Training

Oracle EPBCS training provides comprehensive knowledge of cloud-based planning, budgeting, forecasting, and financial modeling using Oracle’s enterprise performance management platform.

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What is Oracle EPBCS (Enterprise Planning & Budgeting Cloud Service) Course about?

This course offers in-depth training on Oracle EPBCS, a powerful cloud-based planning and budgeting solution within the Oracle EPM Cloud suite. Participants will learn how to configure applications, manage data, build business rules, create forms and dashboards, automate workflows, and implement financial planning models. The course focuses on practical implementation skills to help organizations streamline planning, forecasting, and reporting processes.

What are the objectives of Oracle EPBCS (Enterprise Planning & Budgeting Cloud Service) Course ?

Understand EPBCS architecture and components
Configure planning applications and modules
Create and manage forms, dashboards, and reports
Develop business rules and calculations
Automate workflows and manage data integrations

Who is Oracle EPBCS (Enterprise Planning & Budgeting Cloud Service) Course for?

Finance professionals and analysts
EPM consultants and implementation partners
Budgeting and forecasting managers
Financial system administrators
Business intelligence professionals

What are the prerequisites for Oracle EPBCS (Enterprise Planning & Budgeting Cloud Service) Course?

Prerequisites:

Basic knowledge of financial planning and budgeting
Understanding of accounting principles
Familiarity with Excel
Basic understanding of ERP systems
Exposure to cloud applications

Learning Path:

Introduction to Oracle EPM Cloud
EPBCS Application Setup and Configuration
Data Management and Integration
Business Rules and Calculation Manager
Reporting, Dashboards, and Automation

Related Courses:

Oracle EPM Cloud Planning Essentials
Oracle Hyperion Planning
Oracle Financial Consolidation and Close (FCCS)
Oracle EPM Reporting and Analytics

Available Training Modes

Live Online Training

2 Days

Course Outline Expand All

Expand All

Module 1: Introduction to EPBCS & Planning

Overview of Oracle Enterprise Planning and Budgeting Cloud Service (EPBCS)

Navigating the EPBCS environment and application home

Understanding planning, budgeting, and forecasting concepts

Core EPBCS architecture and components

Module 2: Business Process & Planning Frameworks

Introduction to planning business processes and frameworks

Financial planning approaches (e.g., Bottom-Up, Top-Down, Rolling forecasting)

Understanding EPBCS frameworks for Financials, Workforce, Capital, Projects

Module 3: Metadata & Dimension Management

Importing and exporting metadata and dimensions

Creating and editing members and hierarchies

Standard and custom dimensions

Managing scenario, version, account, entity dimensions

Module 4: Data Loading & Integration

Manual data loads and data entry via forms

Importing data using tools like Data Management

Data validations

Overview of data integration and EPM Automate utility

Module 5: Forms, Dashboards & Reporting

Creating data entry forms and dashboards

Designing interactive dashboards for planning and analysis

Using ad-hoc grids for flexible data review

Reporting basics in EPBCS

Module 6: Business Rules & Calculation Manager

Introduction to Calculation Manager

Creating business rules and templates

Running and scheduling calculations

Using pre-built and custom rule components

Module 7: Module-Specific Planning Configuration

EPBCS Financial Module setup

EPBCS Workforce Module setup

EPBCS Capital Module setup

EPBCS Project Module setup

Module 8: Application Administration & Security

User and role management

Security setup for planning applications

Access control for dimensions and data forms

Managing planning application settings

Module 9: Advanced Planning Features & Best Practices

Working with multicurrency applications

Planning process review and task list optimization

Best practices for planning configuration and execution

Case studies and real-world scenarios

Who is the instructor for this training?

The trainer for this Oracle EPBCS (Enterprise Planning & Budgeting Cloud Service) Training has extensive experience in this domain, including years of experience training & mentoring professionals.

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