This article is part of the monthly Oracle Planning and Budgeting Cloud Service (PBCS) Update Series from eCapital Advisors. On a monthly basis, experts at eCapital Advisors review the Oracle PBCS release notes to provide a look at the latest features and changes users & administrators must know about to manage their financial planning software environment properly.

As part of the review of Oracle’s Planning and Budgeting Cloud April Release (17.04), the eCapital team highlighted a few key areas on video and prepared a full-length video recording of their PBCS review. Highlighted areas for April include a New EPM Automate Utility Version, a New SmartView for Office Version, Project Revenue Recognition What-If Planning, Export Exchange Rates Templates, and Allow Drilling On Shared Members.

The members of the eCapital Advisors team who have prepared this month’s update are Bob Usset and Ryan Koelher. Bob Usset is an Oracle implementation expert with degrees in both Information System and Finance from the University of Wisconsin–Eau Claire. Bob has been working on Oracle Hyperion implementations since 2010. During this time Bob has delivered several Hyperion implementations for a variety of industries including healthcare, financial services, retail, and consumer products. Ryan Koelher has successfully implemented a variety of complex allocation models, driver-based strategic forecasting and budgeting systems, and operational reporting solutions. Ryan’s area of expertise includes Supply Chain, Healthcare, and Manufacturing. For the last 7 years, Ryan has been providing Essbase, Planning, FDMEE, and other Oracle technology solutions to some of North America’s most innovative companies.

Check out all the video and slides from the April 2017 Oracle PBCS Monthly update below.

FULL OUTLINE – APRIL 2017 ORACLE PBCS UPDATE

  1. Follow Up To March 2017 Update
  2. What is PBCS?
  3. Don’t Forget About EPBCS!
  4. Known Issue – Report Security
  5. New in April
  6. New EPM Automate Utility Version
  7. Single Sign-On With NetSuite
  8. Activity Reports Updates
  9. New SmartView for Office Version
  10. Project Revenue Recognition What-If Planning
  11. Additional Expense Categories
  12. Additional Projects Enhancements
  13. Export Exchange Rates Templates
  14. Exclude Dynamic Calc Members – Data Push
  15. Allow Drilling On Shared Members
  16. Changing Financial Reporting Server Values
  17. Displaying POV Prompt – Reports
  18. Data Management Integration – Budgetary Control and Encumbrance Accounting
  19. Application Design Best Practices
  20. Changing Maintenance Time to Accommodate Daylight Saving Time
  21. Standard Interface
  22. Reporting Studio – Desktop Client
  23. File Integration – Oracle Fusion Financials Cloud

Q&A – APRIL 2017 ORACLE PBCS UPDATE

  • What would it take to upgrade to the Enterprise version of PBCS?
  • Can you customize the mass-data command to map data for just one database?

VIDEOS – APRIL 2017 ORACLE PBCS UPDATE

 

 

 

 

SLIDES – APRIL 2017 ORACLE PBCS UPDATE

 

ABOUT ORACLE PLANNING AND BUDGETING CLOUD SERVICE (PBCS)

Oracle Planning and Budgeting Cloud Service is a planning, budgeting, and forecasting solution used by many large, medium and small companies worldwide to solve enterprise-wide business planning use cases. Oracle Planning and Budgeting Cloud Service provides a rich Web and Microsoft Office work environment that has solved a wide variety of financial, sales and operational planning use cases across multiple industries.

ABOUT THE ORACLE PBCS MONTHLY UPDATE SERIES

Every month, experts at eCapital Advisors review and test the latest release of Oracle Planning and Budgeting Cloud Service (PBCS). As part of the update, eCapital Advisors covers new features, significant announcements, and customer questions in a monthly webinar and highlight videos. The Oracle PBCS Monthly Update Series helps customers stay up-to-date on the latest features developed by Oracle, aware of critical changes, and answers pressing customer questions. Subscribe at https://ecapitaladvisors.com/oraclepbcsupdate/

ABOUT ECAPITAL ADVISORS

eCapital Advisors is one of the nation’s largest performance management and business analytics firms. Since 2001, we have been building long-term relationships and exceptional analytics solutions for leading organizations. With hundreds of clients in an array of industries, we have the experience, the solutions, and the team to help meet your goals. eCapital is an IBM Platinum Partner and Oracle Gold Partner. Visit us at http://www.eCapitalAdvisors.com