Oracle Enterprise Planning And Budgeting Cloud Service (EPBCS) Training
In an era of relentless market volatility and economic shifts, being “efficient” with yesterday’s data isn’t enough—you have to architect the future. Our Oracle Enterprise Planning and Budgeting Cloud Service (EPBCS) Training transforms you from a financial spreadsheet manager into a Strategic Value Architect. We don’t just show you where the buttons are; we teach you how to dynamically align corporate strategy with operational execution using the world’s most sophisticated, AI-driven corporate performance management platform
This 23-day immersive residency is designed to transform tactical planners into Enterprise Orchestrators, leveraging the full predictive power, advanced scripting, and modular architecture of the Oracle EPM Cloud ecosystem.
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Training Details
Venue:
Training Agenda:
1. Financials Module Configuration
a. Introduction, Setup & Key Dimensions
Purpose & overview of integrated financial statement planning (Income Statement, Balance Sheet, Cash Flow); Key Dimensions (Entity, Account, Period, Year, Scenario, Version, Currency, Product, Customer);
Labs 1.1: Enable Financials feature, configure fiscal calendar, define chart of accounts.
1. Financials Module Configuration
b. Configuration Areas & Planning Drivers
Deep dive into Revenue Planning, Expense Planning, and Driver-Based Planning;
Labs 1.2: Set revenue and expense drivers, configure exchange rates.
1. Financials Module Configuration
c. Advanced Forecasting & Out-of-Box Features
Rolling Forecast, Multi-currency setup, Scenario planning;
Labs 1.3: Create forms and dashboards, configure business rules, setup approvals and workflow; Out-of-Box Features & Common Use Cases (Financial KPIs, Variance analysis, Cash flow automation, Budgeting/Forecasting).
2. Workforce Module Configuration
a. Workforce Overview & Key Dimensions
Overview of workforce and compensation planning; Key Dimensions (Employee, Job, Grade, Department, Entity, Currency);
Lab 2.1: Enable Workforce module, configure employee properties.
2. Workforce Module Configuration
b. Compensation, Benefits & Tax Planning
Headcount planning, Salary planning, and Benefits planning;
Labs 2.2: Define compensation assumptions, setup benefits and tax rates.
2. Workforce Module Configuration
c. Workforce Drivers & Operational Components
Taxes and bonus calculations, Employee transfers, New hires, and Terminations; Components (Existing Employees, New Hires, Open Positions, Transfers, Merit increases, Workforce expenses);
Lab 2.3: Configure workforce drivers, create workforce forms.
2. Workforce Module Configuration
d. Data Loading & Ecosystem Integration
Lab 2.4: Load HR actuals data; Integration setup with external systems (Oracle HCM, ERP systems, Payroll systems).
3. Capital Module Configuration
a. Capital Expenditure Overview & Asset Classes
Overview of capital expenditure and asset planning; Key Dimensions (Asset, Asset Class, Project, Entity, Department);
Lab 3.1: Enable Capital module, define asset classes.
3. Capital & 4. Projects Module (Overlap)
b. Asset Lifecycle & Project Types Initiation
Capital: Asset acquisition, Depreciation planning, Lease planning;
Labs 3.2.: Configure depreciation methods, setup useful life assumptions (Straight-line depreciation).
Projects: Intro to project financial planning/tracking and Project Types (Contract, Capital, Indirect); Labs labs 4.1: Enable Projects module, define project types, map Key Dimensions (Project, Task, Resource, Customer, Entity, Department).
3. Capital & 4. Projects Module (Overlap)
c. CapEx Workflows, Financial & Resource Planning
Capital: Asset transfers, Capital project planning;
Labs 3.3: Configure funding methods, create CapEx approval workflows; Outputs (Depreciation expense, Asset balances, Capital spending reports, Cash flow impact).
Projects: Revenue planning, Cost planning, Resource planning;
Labs 4.2: Configure revenue methods, setup resource assumptions.
4. Projects Module Configuration
d. Project Performance, Drivers & Templates
Project profitability, Billing, and Utilization;
Labs 4.3: Create project templates, configure project drivers; Key Features (Driver-based project forecasting, Resource allocation, Revenue recognition, Margin analysis, Project cash flow planning).
5. Strategic Modelling Configuration
a. Strategic Overview & Long-Term Drivers
Purpose and overview of long-term strategic and scenario modeling;
Labs 5.1: Enable Strategic Modeling, configure forecast assumptions, define long-term drivers.
5. Strategic Modeling Configuration
b. What-If Simulations & Scenario Analysis
What-if analysis and Scenario simulations; Key Features (Driver-based simulations, Financial statement forecasting, Sensitivity analysis, Scenario comparisons);
Labs 5.2: Setup strategic scenarios.
5. Strategic Modeling Configuration
c. Corporate Finance Modeling & Strategic Reporting
Deep dive into specialized Configuration Areas: Mergers and acquisitions (M&A) analysis, Debt and equity modeling.
Labs 5.3: Build strategic reports;
Application Initialization & Architecture
Initial baseline setup;
Labs: Create application, select application types (Modules, Free Form, Custom).
Security & User Access Configuration
Security administration;
Labs: User provisioning, role assignments, access permissions, data security policies.
Metadata Architecture & Dimension Management
Core administration;
Labs: Dimension hierarchy setup, member properties, attribute dimensions, alias tables.
Data Integration & File Ingestion Pipeline
Data management pipelines;
Labs: ERP integration setups, Flat file data loads.
Data Management Mappings & Extensibility
Advanced data integration;
Labs: Data Management mappings, REST API integrations.
Calculation Configuration & Object Design
Core calculations;
Labs: Writing Business Rules, utilizing Calculation Manager, implementing Data Maps.
Advanced Logic & Scripting Automation
Advanced scripting logic;
Labs: Groovy Rules design, complex calculation optimization, and performance tuning.
Reporting Architecture & Dashboards UI
Output and presentation layers;
Labs: Designing Dashboards, user entry Forms, formal Reports, and Smart View integration.
Workflow Administration & Governance Rollout
Governance and Wrap-up;
Labs: Approvals setup, Task lists, Notifications configuration, Process management rollout.
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Please Note: Recorded videos and training materials are not available for download and will be accessible only through streaming and view-only formats. To retain access beyond one month, please enroll in our Unlimited Annual Subscription Package.
