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Oracle Planning and Budgeting Cloud Sanjay Purohit

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This document provides an overview of Oracle Planning and Budgeting Cloud Service (PBCS). It describes PBCS as a cloud-based planning and budgeting tool that uses Excel and web interfaces for modeling. Key features highlighted include driver-based budgeting, customizable applications by department super users, subscription pricing, and integration capabilities. The document also reviews supported tools, the differences between cloud and on-premises EPM, and recommended best practices for leveraging PBCS.

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Oracle Planning and Budgeting Cloud Sanjay Purohit

Uploaded by

jaish2
333 views20 pages
This document provides an overview of Oracle Planning and Budgeting Cloud Service (PBCS). It describes PBCS as a cloud-based planning and budgeting tool that uses Excel and web interfaces for modeling. Key features highlighted include driver-based budgeting, customizable applications by department super users, subscription pricing, and integration capabilities. The document also reviews supported tools, the differences between cloud and on-premises EPM, and recommended best practices for leveraging PBCS.

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Planning and Budgeting Cloud

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This document provides an overview of Oracle Planning and Budgeting Cloud Service (PBCS). It describes PBCS as a cloud-based planning and budgeting tool that uses Excel and web interfaces for modeling. Key features highlighted include driver-based budgeting, customizable applications by department super users, subscription pricing, and integration capabilities. The document also reviews supported tools, the differences between cloud and on-premises EPM, and recommended best practices for leveraging PBCS.

Copyright:

© All Rights Reserved
Download as PDF, TXT or read online from Scribd
Download as pdf or txt
333 views20 pages

Oracle Planning and Budgeting Cloud Sanjay Purohit

Uploaded by

jaish2
This document provides an overview of Oracle Planning and Budgeting Cloud Service (PBCS). It describes PBCS as a cloud-based planning and budgeting tool that uses Excel and web interfaces for modeling. Key features highlighted include driver-based budgeting, customizable applications by department super users, subscription pricing, and integration capabilities. The document also reviews supported tools, the differences between cloud and on-premises EPM, and recommended best practices for leveraging PBCS.

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Oracle Planning and Budgeting Cloud

Services Guide for Novice


PREPARED BY :-
SANJAY PUROHIT- AST CORPORATION
TEJAS PATEL- AST CORPORATION
Agenda
 What is Oracle PBCS?
 Why PBCS is different?
 Cloud v/s On-Premises Enterprise Performance Management(EPM)
 What comes with PBCS
 Supported and Required tools
 PBCS Components
 Key PBCS Features
 FDMEE Integration
 Recommendation
 Demonstration
 Question and Answers
Specialized. Recognized. Preferred.
OUR SERVICES ORACLE PARTNERSHIP ORACLE SPECIALIZED
 Enterprise Resource  Oracle Platinum Partner  EBS Financial Management  Education & Research
Planning  Pillar Partner  EBS Human Capital Management  Application Development
 Business Intelligence • SOA  EBS Supply Chain Management Framework 11g
 EPM-Hyperion • Business Intelligence  BI Applications  WebCenter Content 11g
 Middleware • Hyperion  BI Foundation  Access Management Suite Plus 11g
 CRM  Oracle University Approved  Service Oriented Architecture  Hyperion Planning 11
 Managed Services Education Center  Public Sector  Essbase 11
 Education / Oracle  Oracle University Reseller  Utilities  Database 11g
University  Oracle Accelerator Implementer  Hyperion Financial Management 11
 Travel & Transportation
 Project Advisory Services  Oracle Managed Cloud Services
Implementer
 Oracle Cloud Marketplace
 Small Business Strategy Council
 Advanced Partner Support

2014, 2012 Best &


3 Time Oracle Excellence 2014 Chicago Tribune 2014, 2013, 2012 Inc. 5000 2011 Inc. Top Small
Brightest Companies
Award Winner Top 100 Workplaces Fastest Growing Companies Company Workplaces
to Work For
What is Oracle PBCS

 Planning and Budgeting Cloud


Service
 World Class Planning and
Budgeting tool
 Excel and Web based Modelling
 Driver based budgeting
 Uses calculation engine to support
business logic
 Architecture and Core Structure
inspired from Oracle Hyperion
11.1.2.4 on premises
 Lite, Standard and Enterprise
Why PBCS is different?
 Customizable by budget department super user
 Offered stand-alone and with Oracle ERP Financials Cloud Service
 Subscription pricing based on per-user/month/app model
 Implementation services is available from Oracle Consulting and
partner network
 No hardware cost and IT cost
 Core Planning initially
 Support for modules based on customer demand
 Smart-View and FR for reporting and analysis
 Easy to learn and trained end users
Cloud vs On Premises EPM

Cloud On Premises
 Low operating cost  Full control and visibility
 No infrastructure cost and visibility  Long term cost of ownership
 Fast implementation  Easy to integrate with other systems
 Upgrades managed by Oracle  Upgrade and Security ownership
 Security compliance
 Supports multiple applications
 One application is supported
 Expandable resources and file system
 Files size is 150 GB
 EPMA and classic application
 EPMA is not available
 Direct integrator via FDMEE
 Data load via files using EPM, REST
API
What comes with PBCS
 Only two environments
 Production
 Non Prod (Test)
 Web Based access
 Identity Management
 Planning Applications
 Web Studio (FRS)
 Utilities and Add-In
 Smart View and Planning Extension
 FRS
 EPM Automate and REST APIs
 Nightly Backups and Maintenance
 Performance is guaranteed 99.99%
 Oracle Support is included
 Administrators decide timing for Maintenance
Supported and Required tools
 Supported Browsers
 Internet Explorer 11
 Google Chrome 45+
 Firefox ESR 38+
 Apple Safari 6+
 Smart View
 11.1.2.5.500
 Microsoft Office 2007, 2010, or 2013
 Calculation Manager
 Shockwave Flash
 Adobe Flash Player
Key PBCS Features
 Interfaces
 Simplified
 Standard
 Simple and streamlined application create wizard
 Application can be created in less time (Caution!)
 Planning attached ASO reporting cube
 Data integration through file interfaces and FDMEE
 Easy and fast migration path from test to prod. Its like a piece of
cake!!
 Task list driven methodology for budget department super user/users
 Online videos/tutorials for end users
Key PBCS Features

New Look and Feel


 Tablet optimized view
 Summary dashboards
 Mobile
 Desktop
 Easy task navigation
 Real time data push to report cubes
 Sand box versions
 Admin Tools
 Admin activities
 Tools
 Calculation manger
 Desktop installs
Key PBCS Features….
Identity Management

 Dashboard Matrix
 Users, Roles and Profile
 Notifications
 Batch User and Role Upload
 Password Resets
 Automated Notifications
 Manage multiple Service
 PBCS, Cloud ERP
Key PBCS Features….
Groups and Security
 Native Directory
 Create Groups and Add Users

 Use Groups for Provisioning – Detail Application level security


 Dimension
 Forms and Folders
 Task List
 Business Rule

 Process Flow
 Step 1: Create Users
 Step 2: Grant Roles to Users
 Step 3: Create Groups in Native Directory
 Step 4: Email Service URLs to Users
Key PBCS Features….

Maintenance and Patching


 Oracle Maintenance
 Daily 1-hr window
 Application backup
 Services recycled
 Monthly patch
 1st Friday in TEST
 3rd Friday in PRODUCTION
Key PBCS Features….
Backups and Application Refresh
 Application Management –
Migration
 Export detail level artifacts (Forms,
Folder, Rules, etc)
 Download and Upload application
from PROD to TEST refresh
 Automate regular application
backups
Integration

Data Management
 Flat file based import export
 Automate data load process
 Support data sync between cubes
 Export data to PBCS application
 Drill through is supported
 Integration path to cloud EPR
SRs and Feedback
 SRs are created for TEST and PROD service
 Feedbacks – Feature enables to capture screen and provide a unique reference
number which oracle uses to capture and analyze logs
Academy – Documentation, Videos and Tutorials
 Always available and accessible in the Interface

 Documentation Link
https://planning-test-a418731.pbcs.us8.oraclecloud.com/HyperionPlanning/faces/StructureHomeTF/EfsStructurePSB?_adf.ctrl-
state=z1x0onwka_7&_afrLoop=2808655086705243
Recommendation
 Before you select PBCS
 Understand the pros and cons of cloud
 Get more environment only if required
 Leverage out of box modules if possible
 Leverage Oracle videos and online documentation
 Don’t hesitate to open service request (SR)
 Leverage FDMEE and EPM automate for integration
Demo
Question and Answers

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