ORACLE PBCS & EPBCS (PLANNING, BUDGETING & ENTERPRISE PERFORMANCE MANAGEMENT CLOUD)

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The Oracle PBCS & EPBCS syllabus is designed to teach cloud-based planning and enterprise performance management using Oracle EPM solutions. It covers how organizations create, manage, and optimize budgeting, forecasting, and financial planning models in a centralized cloud environment. Oracle PBCS & EPBCS is essential because it enables faster planning cycles, better financial visibility, and data-driven decision-making across the enterprise. This training is best suited for Oracle EPM aspirants, finance and FP&A professionals, planning developers, and EPM support engineers seeking practical, industry-relevant skills for modern financial planning roles.

Duration of Training : 40–60 Hours
Batch type : Weekdays/Weekends
Mode of Training : Classroom/Online/Corporate Training
Detailed Syllabus • Hands-on Labs • Assignments • Real-time Use Cases • Projects

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Overview

The Syllabus

Curriculum Designed by Experts

Target Roles:

Oracle EPM Consultant
PBCS / EPBCS Developer Financial Planning Analyst (FP&A Tech)
EPM Support Engineer

Module 1: Oracle EPM Cloud Overview (4 Hours)

Topics
Oracle EPM Cloud architecture
PBCS vs EPBCS vs FCCS vs PCMCS EPM Cloud navigation & roles Security model (Identity Domain, Roles) Application types: Standard vs Custom
Lab
Explore EPM Cloud interface
Role assignment & access testing
Job Scenario
Client wants Budget, Forecast & Long-Range Planning → choose PBCS vs EPBCS.

Module 2: EPBCS Application Design (6 Hours)

Topics
Workforce Planning
Capital Asset Planning Financials Planning
Projects Planning
Strategic Modeling
Dimensions
Account Entity Period Year Scenario Version Custom Dimensions
Lab
Create EPBCS application Configure business processes
Enable planning modules
Assignment
Design a planning solution for a mid-size enterprise

Module 3: Metadata Management (6 Hours)

Topics
Dimension design best practices
Dense vs Sparse dimensions
Parent-Child vs Store members
Alternate hierarchies
Shared members
Smart Lists
Tools
Web interface
Flat files
EPM Automate
Data Management (DM)
Lab
Create and load dimensions
Maintain metadata versions
Job Scenario
Dimension restructure requested mid-year without data loss.

Module 4: Data Integration & Management (6 Hours)

Topics
Data Management (DM)
Source systems (ERP, CSV, GL) Import Formats Locations Mappings
Data load rules
Drill-through to source
Lab
Load Actuals from GL
Load Budget data
Validate and reconcile data
Assignment
Build end-to-end data load from ERP extract

Module 5: Forms, Dashboards & Smart View (6 Hours)

Topics
Web Forms
Composite Forms
Approval Units
Dashboard design
Smart View for Excel
Lab
Create budget input forms
Build approval workflow
Smart View ad-hoc analysis
Job Scenario
Finance users want Excel-based planning with centralized control.

Module 6: Business Rules & Calculations (8 Hours)

Topics
Calculation Manager
Rule types
Aggregation
Allocation
Copy
Spreading
Groovy scripting basics
Rule sets & templates
Lab
Create allocation rules
Create forecast copy rules
Debug calculation issues
Assignment
Implement OPEX allocation logic

Module 7: Security, Workflow & Approvals (4 Hours)

Topics
User & role security Dimension-based security Approval hierarchies Processmanagement Scenario/version security
Lab
Setup approval workflow Test submit, approve, reject cycle
Job Scenario
Department heads can see others’ budgets → fix security.

Module 8: Reporting & Analysis (4 Hours)

Topics
Financial Reporting Studio
Management Reports
Narrative Reporting (overview)
Ad-hoc analysis
Variance & trend reporting
Lab
Build Income Statement
Build Budget vs Actual report

Module 9: Automation & Admin (4 Hours)

Topics
EPM Automate
Snapshot management
Environment refresh
Migration DEV → TEST → PROD Backup & restore
Lab
Automate metadata & data loads Perform snapshot migration

Module 10: Support, Optimization & Troubleshooting (4 Hours)

Real-Time Issues
Data load failures
Rule performance issues
Approval stuck issues
Smart View errors
Security conflicts
L1 / L2 / L3 Role Mapping
L1: User, access, Smart View
L2: Data loads, rules, forms
L3: Design changes, optimization

Capstone Project (End-to-End)

Enterprise Budget & Forecast Implementation
Scope
EPBCS application setup
Metadata & security
Data integration
Forms & dashboards
Business rules
Approval workflow
Reports
Deliverables
Design document
Rule logic documentation
Migration checklist
Support SOP

Job Readiness Add-Ons

✔ 25+ Interview Questions
✔ 15+ Production Support Scenarios
✔ EPBCS Implementation Templates
✔ Resume & project explanation guidance

Outcome

After this training, learners can:
✅ Implement & support PBCS / EPBCS
✅ Work on Budget, Forecast & Planning cycles
✅ Handle real enterprise finance use cases
✅ Qualify for Oracle EPM Consultant / FP&A Tech roles

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Installation of Software On your System

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Global Certification Preparation

Trainer Student Interactive Portal

Assignments and Projects Guided by Mentors

And Many More Features

Course completion certificate and Global Certifications are part of our all Master Program

Live Classroom Training

Weekend / Weekdays / Morning / Evening Batches

80:20 Practical and Theory Ratio

Real-life Case Studies

Easy Coverup if you missed any sessions

PSI | Kryterion | Redhat Test Centers

Life Time Video Classroom Access ( coming soon )

Resume Preparations and Mock Interviews

And Many More Features

Course completion certificate and Global Certifications are part of our all Master Program

Self Paced Training

Self Paced Learning

Learn 300+ Courses at Your Own Time

50000+ Satisfied Learners

Course Completion Certificate

Practical Labs Available

Mentor Support Available

Doubt Clearing Session Available

Attend Our Virtual Job Fair

10% Discounted Global Certification

Course completion certificate and Global Certifications are part of our all Master Program

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At Radical Technologies, we are committed to your success beyond the classroom. Our 100% Job Assistance program ensures that you are not only equipped with industry-relevant skills but also guided through the job placement process. With personalized resume building, interview preparation, and access to our extensive network of hiring partners, we help you take the next step confidently into your IT career. Join us and let your journey to a successful future begin with the right support.

At Radical Technologies, we ensure you’re ready to shine in any interview. Our comprehensive Interview Preparation program includes mock interviews, expert feedback, and tailored coaching sessions to build your confidence. Learn how to effectively communicate your skills, handle technical questions, and make a lasting impression on potential employers. With our guidance, you’ll walk into your interviews prepared and poised for success.

At Radical Technologies, we believe that a strong professional profile is key to standing out in the competitive IT industry. Our Profile Building services are designed to highlight your unique skills and experiences, crafting a resume and LinkedIn profile that resonate with employers. From tailored advice on showcasing your strengths to tips on optimizing your online presence, we provide the tools you need to make a lasting impression. Let us help you build a profile that opens doors to your dream career.

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Oracle Pbcs & Epbcs Course Certification With Training In Bangalore

Q: Module 1: Oracle EPM Cloud Overview (4 Hours)

Topics Oracle EPM Cloud architecture PBCS vs EPBCS vs FCCS vs PCMCS EPM Cloud navigation & roles Security model (Identity Domain, Roles) Application types: Standard vs Custom Lab Explore EPM Cloud interface Role assignment & access testing Job Scenario Client wants Budget, Forecast & Long-Range Planning → choose PBCS vs EPBCS.

Q: Module 2: EPBCS Application Design (6 Hours)

Topics Workforce Planning Capital Asset Planning Financials Planning Projects Planning Strategic Modeling Dimensions Account Entity Period Year Scenario Version Custom Dimensions Lab Create EPBCS application Configure business processes Enable planning modules Assignment Design a planning solution for a mid-size enterprise

Q: Module 3: Metadata Management (6 Hours)

Topics Dimension design best practices Dense vs Sparse dimensions Parent-Child vs Store members Alternate hierarchies Shared members Smart Lists Tools Web interface Flat files EPM Automate Data Management (DM) Lab Create and load dimensions Maintain metadata versions Job Scenario Dimension restructure requested mid-year without data loss.

Q: Module 4: Data Integration & Management (6 Hours)

Topics Data Management (DM) Source systems (ERP, CSV, GL) Import Formats Locations Mappings Data load rules Drill-through to source Lab Load Actuals from GL Load Budget data Validate and reconcile data Assignment Build end-to-end data load from ERP extract

Q: Module 5: Forms, Dashboards & Smart View (6 Hours)

Topics Web Forms Composite Forms Approval Units Dashboard design Smart View for Excel Lab Create budget input forms Build approval workflow Smart View ad-hoc analysis Job Scenario Finance users want Excel-based planning with centralized control.

Q: Module 6: Business Rules & Calculations (8 Hours)

Topics Calculation Manager Rule types Aggregation Allocation Copy Spreading Groovy scripting basics Rule sets & templates Lab Create allocation rules Create forecast copy rules Debug calculation issues Assignment Implement OPEX allocation logic

Q: Module 7: Security, Workflow & Approvals (4 Hours)

Topics User & role security Dimension-based security Approval hierarchies Processmanagement Scenario/version security Lab Setup approval workflow Test submit, approve, reject cycle Job Scenario Department heads can see others’ budgets → fix security.

Q: Module 8: Reporting & Analysis (4 Hours)

Topics Financial Reporting Studio Management Reports Narrative Reporting (overview) Ad-hoc analysis Variance & trend reporting Lab Build Income Statement Build Budget vs Actual report

Q: Module 9: Automation & Admin (4 Hours)

Topics EPM Automate Snapshot management Environment refresh Migration DEV → TEST → PROD Backup & restore Lab Automate metadata & data loads Perform snapshot migration

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