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 September 2018 Release (18.09), the eCapital team highlighted a few key areas on video and prepared a full-length video recording of their PBCS review. Highlighted areas for September include a Workforce Rule Performance Enhancements, Drilling Down From Summary Members, Role Provisioning Simplification, New EPM Automate Version, User Management REST APIs, Composite Form Sunsetting Update, and Proposed Changes to Application Level Access Control.

The members of the eCapital Advisors team who have prepared this month’s update are Eric Milbrandt and Jay Adler. Eric Milbrandt has been in Finance and Technology roles for over a decade where he serves as a project lead and lead developer. Eric is Oracle certified in Hyperion Planning 11 as well as Essbase 11 and has experience working with resources in all corners of the globe through all phases of the implementation process. Eric has also delivered custom FDQM and FDMEE solutions and is passionate about creating dynamic low-maintenance solutions to achieve the most value for his clients. Jay Adler is an Oracle Certified Implementation Specialist with a background in Hyperion Planning & Essbase and strives toward creating innovative EPM solutions. Jay has consulted on valuable strategic projects for his clients across numerous industries and enjoys shaping business needs into seamless, automated applications.

Check out all the video and slides from the September 2018 Oracle PBCS Monthly update below.

FULL OUTLINE – SEPTEMBER 2018 ORACLE PBCS UPDATE

  1. What is PBCS?
  2. Why Choose PBCS?
  3. Don’t Forget About EPBCS!
  4. Smart View Excel Add-in
  5. New in September
  6. Oracle Cloud Customer Connect
  7. Documentation Feedback
  8. Monthly Update Schedule
  9. Role Provisioning Simplification
  10. New EPM Automate Version
  11. User Management REST APIs
  12. System and Default Settings Moved
  13. Unified User Preferences
  14. Data Loads With Incremental File Adapter
  15. Drilling Down From Summary Members
  16. Push Formulas to Sub-accounts
  17. Workforce Rule Performance Enhancements
  18. Proposed Changes to Application Level Access Control
  19. Classic Dimension Editor
  20. Composite Form Sunsetting Update

VIDEOS – SEPTEMBER 2018 ORACLE PBCS UPDATE

SLIDES – SEPTEMBER 2018 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