PBCS

Quick Tip – Login format for Financial Reporting Studio on Oracle PBCS

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The login format for Financial Reporting Studio on Oracle PBCS is slightly different compared to the on-premise one. Here is the format: User Name is in identitydomain.userid format. For example, if the identity domain is usxyzcorp and user id is admin@xyzcorp.com then the user id should be entered as usxyzcorp.admin@xyzcorp.com If the service instance URL is https://usxyzcorp.pbcs.us1.oraclecloud.com/workspace, you should use the following server URL format: https://usxyzcorp.pbcs.us2.oraclecloud.com in FR Studio.

Using Smart Push to synchronize plan types in Oracle PBCS

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Oracle PBCS offers a feature called Smart Push that allows you to push data i.e. synchronize data between plan types when a form is saved. For example, you can setup Smart Push so that data from the BSO plan type is pushed to the ASO plan type whenever a form is saved thus ensuring that the ASO reporting plan type is always consistent with the BSO plan type. Please note that by default only the … Read More

Oracle PBCS September Updates

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What’s new in Oracle PBCS September Updates : Delay in deprecating Standard Interface – Oracle had previously announced that the Simplified Interface will become the standard interface starting with the November release. This transition will be delayed to allow more adoption of the simplified interface by customers Removal of Internet Explorer 9 Support – The cloud service will work with IE9. However, Oracle will not fix any Internet Explorer 9 specific issues Smartview 11.1.2.5.500 – … Read More

Oracle PBCS Automation Using EPM Automate and File Transfer Utility EPMCopy.exe

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Oracle PBCS offers two utilities for automating tasks for PBCS. EPM Automate utility is used for uploading data or metadata files to the PBCS inbox folder, loading data to PBCS and refreshing the planning database. The File Transfer Utility EPMCopy.exe is more geared towards uploading a file to data management, running data management rules etc. The following sections describe each utility in detail. This post assumes the reader is familiar with the data load requirements … Read More

New Features in Upcoming Oracle PBCS August Release v15.08

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Given below are brief details of some of the new features/updates in Oracle Budgeting and Planning Cloud Service Oracle PBCS August Release v15.08 Announcements: New Financial Reporting Studio Release v 11.1.2.4.400. You would need to uninstall the current version and then install the new release. New Version of EPM Automate Utility – This version supports password encryption and file uploads to Data Management folders. New SmartView Version Release v 11.1.2.5.500. Support for Internet Explorer in … Read More

Using the Oracle Smartview Planning Admin Extension to update Planning metadata

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The Oracle Smartview Planning Admin Extension allows you to update Planning application (both Oracle PBCS and On-Premise Classic applications) metadata using Smartview. The SmartView Planning Admin Extension can be downloaded from within the Oracle EPM Workspace. Go to Tools->Install and select ‘Planning Admin Extension’. Download and install this utility. Once the utility is installed, connect to the Planning application using Smartview. Expand the Server and then the application (‘Vision’ in this case). You will notice … Read More

Getting started with Oracle Planning and Budgeting Cloud Service – Oracle PBCS

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Oracle Planning and Budgeting Cloud Service (Oracle PBCS) is Oracle’s cloud offering for financial planning and budgeting. This post gives an overview of the cloud service covering access, application creation, mobile interface, data management, automation options and service management. Accessing Oracle PBCS Oracle PBCS subscription offers two environments; Test and Production. Each environment has a dedicated URL to access Workspace. When you access Oracle PBCS Workspace, you get a login screen with a field to … Read More