Oracle Planning & Budgeting Cloud Service Fundamentals

Oracle Planning & Budgeting Cloud Service Fundamentals

  • Course Number:O-PBCS-FUN
  • Duration:5 Days


The Oracle Planning and Budgeting Cloud Service (PBCS) course is designed to guide students through the steps required to set up and configure the PBCS environment, create and configure the base financials workflow metadata, and set up basic member formulas. We then address how to set up security, create and manage forms, set up the approval process, and load and analyze data.

The class then focuses on Smart View, Financial Reporting Studio and Reporting Web Studio. Students will build ad hoc reports, work further with data forms, and learn how to enter data and manage metadata using Smart View.

Finally, using the Dashboard module, students will learn how to build interactive dashboards with forms and charts. Basic reports, books and batches are explored with Financial Reporting Studio and Web Studio.

The course format consists of lecture plus hands-on exercises and workshops within the Cloud Service.

Click here to read the full course outline.

Who Should Attend

  • Application Developers
  • IT Support
  • Project Managers & Team
  • System Administrators


  • Basic Microsoft Windows skills
  • Knowledge of spreadsheets
  • Working knowledge of accounting

Course Information

  • Advance Preparation: None
  • Program Level: Intermediate
  • Delivery Method: Group - Live
  • CPE Credit: 40 credits in Specialized Knowledge and Applications