Oracle PBCS & EPBCS

Master Oracle PBCS and EPBCS for enterprise-grade planning, budgeting, and forecasting.

Course Fee

$360

Duration

45 Hours

Level

Intermediate

Track

Oracle EPM Cloud

Description

Course Overview

Oracle released Enterprise Planning and Budgeting Cloud Service (EPBCS), a planning and budgeting solution with powerful reporting capabilities for enterprise level customers.

EPBCS is the most recent cloud-based release of their Oracle Enterprise Performance Management (EPM) platform for customers whose road maps include transitioning to the cloud in order to eliminate hardware and software requirements and reduce their overall cost of owning software.

Enterprise companies are aggressively adopting cloud solutions as a means to retain their competitive advantage and increase profitability.

The training is structured to move from platform understanding to hands-on configuration, validation, and project-readiness, so learners can apply the concepts in real implementation and support environments.

Course Content

Structured Syllabus

Download Syllabus

Stage 1: Foundation (Basics of Finance & Planning)

Introduction to Financial Planning & Analysis (FP&A)
Importance of Budgeting, Forecasting, and Strategic Planning in Business
Key Financial Terms & Concepts (Revenue, Expenses, Profit, Cash Flow, Balance Sheet)
Introduction to US CMA Strategic Modelling - why it matters
Overview of Enterprise Performance Management (EPM)

Stage 2: Strategic Planning (Beginner Friendly)

What is Strategy? Basics of Business Planning
Internal & External Factors - simple examples (competition, resources, customers)
Mission, Vision, and Long-Term Goals (with case study)
SWOT Analysis - hands-on exercise
Business Scenarios (Best Case, Worst Case, Likely Case)

Stage 3: Budgeting & Forecasting (Step-by-Step)

Budgeting Basics: Why companies make budgets; Simple budget example (household budget to company budget)
Types of Budgets: Top-Down & Bottom-Up; Flexible Budgets; Zero-Based Budgeting (ZBB) - explained with examples
Forecasting Basics: What is a forecast? Difference between budget & forecast; Simple forecasting methods (Trend, Moving Average); Introduction to Sensitivity Analysis (What if sales drop by 10%?)
Master Budget Basics: Operating Budget; Cash Budget; Simple Pro forma Statements

Stage 4: Oracle Planning Solutions - PBCS vs. EPBCS

Introduction to Oracle EPM Cloud: PBCS (Planning and Budgeting Cloud Service); EPBCS (Enterprise Planning and Budgeting Cloud Service)
PBCS - Flexible, customizable planning solution; customers build all modules from scratch.
EPBCS - Comes with prebuilt frameworks (Workforce, Projects, Capital, Strategic Modeling) for faster adoption.
PBCS = Good for companies needing custom models.
EPBCS = Best for large enterprises needing standard models.
Why Companies Are Moving to EPBCS from PBCS

Stage 5: Core PBCS Training (Hands-On Experience)

Creating a Planning Application
Working with Dimensions (Accounts, Periods, Entities, etc.)
Creating Planning Forms & Dashboards
Entering Data into Planning Forms
Running Jobs & Validating Data
Smart View Basics (Excel Integration)
Managing Application Settings & Databases
Introduction to EPM Automate (basic automation concepts)

Stage 6: Core EPBCS Training (Hands-On Experience)

Creating Applications & Navigating the Interface
Understanding Prebuilt Modules: Financials (Financial Model, Revenue, Expenses, Income Statement, Balance Sheet); Workforce Planning (Headcount, Salary Planning); Project Planning (Cost & Revenue Planning); Capital Planning (Assets & Depreciation); Strategic Modelling (What-If Analysis, Long-Term Scenarios)
Using Sandboxes for safe testing
Working with Valid Intersections & Data Maps
Managing Jobs & Validations
Introduction to Rolling Forecasts with EPBCS

Stage 7: Business Rules & Reporting (Beginner Level)

What are Business Rules? (explained with simple finance logic)
Basics of Calculation Manager (no coding, focus on templates)
Creating a Simple Report in PBCS & EPBCS
Understanding Valid Intersections & Data Maps
Linking Reports to Pro forma Statements

Stage 8: Capstone Mini Projects (For Freshers)

PBCS Case study
EPBCS Case study
Reference Material

Outcome for Freshers

Understand finance domain concepts from US CMA Strategic Modelling.
Hands-on experience with both PBCS (custom planning) and EPBCS (enterprise prebuilt modules).
Ability to explain differences between PBCS & EPBCS in interviews.
Ready for roles like EPM Analyst, FP&A Associate, or Planning Consultant (PBCS/EPBCS).

Practical Training Advantages

Instructor

Planning Solution Architect

15+ years of experience. Leads model design, dimensional planning, workflow configuration, security, reporting, and FP&A implementation case reviews.

Model EPBCS Financials plans covering revenue, expenses, income statement, balance sheet, rolling forecasts, workforce assumptions, and capital plans.
Practice connected planning scenarios where finance, operations, projects, and management reporting assumptions flow into a single planning cycle.
Use forms, dashboards, Smart View, approvals, business rules, and scenario versions to support monthly forecast and annual budget workflows.
Build training cases around variance review, forecast updates, what-if planning, and FP&A handoff packs for business stakeholders.
Review application design choices for dimensions, plan types, security, data maps, calculation sequencing, and recurring administration.
Work through project tasks for requirements gathering, build validation, UAT defects, production readiness, and user adoption.

Who This Course Is For

Built For Practical Career Growth

FP&A analysts and finance managers moving from spreadsheets into Oracle Cloud EPM planning.
Oracle EPM consultants who want implementation-ready Planning and EPBCS configuration depth.
Hyperion Planning users preparing for cloud planning, Smart View, and connected planning roles.
Freshers with finance or analytics backgrounds targeting budgeting, forecasting, and planning support careers.

Enrollment

Ready to discuss this course?

Request batch schedules, pricing confirmation, and enrollment support for Oracle PBCS & EPBCS.

Listed Fee: $360

FAQ

Frequently Asked Questions

Common questions about Oracle PBCS & EPBCS, training support, projects, and enrollment.

Yes. We provide assistance with resume building, LinkedIn optimization, mock interviews, job referral guidance through our network, and interview preparation aligned to the selected course.

Yes. Where certification is relevant, the trainer explains exam focus areas, preparation strategy, reference material, and the practical skills needed beyond certification.

Yes. Course exercises are structured around real implementation, support, reporting, automation, close, planning, or security scenarios depending on the selected course.

Yes. Learners can raise questions during live sessions and receive guidance on assignments, configuration issues, and practical scenarios covered in the batch.

Most batches are delivered online with live instructor-led sessions. Classroom or hybrid options may be available based on batch location and demand.

Recorded session access may be available for enrolled learners depending on the batch format and training policy shared during enrollment.