Key User including Smart View

5 hours
course description

Gain an insight into the features and capabilities of this cloud-based solution and understand fundamental concepts that underpin business planning processes, such as the use of drivers to streamline the planning cycle. 

Learn to navigate the key user components and understand the transformation of source data that can be loaded to PBCS. Find out about manual data entry techniques such as editing, adjusting and spreading data across multiple time periods and gain an understanding of how key calculations are performed using business rules. Discover how currency translation takes place and explore the approvals process. 

Find out how to use Sandboxes and how to copy data between different versions to capture snapshots of their plans. The course also explores the use of Smart Forms and provides an understanding about how to schedule tasks that may need to run at specific times. Find out more about the powerful analysis tools available within PBCS such as Financial Reports, dashboards and Ad Hoc Analysis.

course content
  • Introducing PBCS
  • Data Forms
  • Data Entry Techniques
  • Business Rules
  • Data Management
  • Processing Data
  • PBCS Ad-hoc Grids
  • Report and Dashboards
  • Smart View
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