Planning and Budgeting Cloud Service

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PBCS FAQs

This is a list of questions and issues that have been submitted about PBCS that do not have a resolution in the training materials.

Training Materials

Training Topic	Description	Audience	Materials to Use	Suggested Pre-work for Trainees	Length
Into to PBCS	This training covers the fundamentals of PBCS: - What is it? - What is it used for? - Common PBCS terminology - How to perform common PBCS tasks	New PBCS user	Intro to PBCS Presentation - PowerPoint presentation includes exercises PBCS Budget Office User Guide v.1.1- use if training a new Budget Office user. Covers Parts I and II only. PBCS End User Guide v1.1 - use if training a new non-Budget Office user. Covers Parts I and II only. Video: PBCS Train the Trainer: Budget Office User Intro to PBCS/General Use of PBCS 01/06/21 (1:23:37)	Read the following sections in the PBCS User Guides prior to the training session: - About this Guide - Big Picture: How PeopleSoft and PBCS fit together - PBCS Application Architecture - Rules of Thumb - PBCS Terminology A-Z	2 hrs.
Budget Office - Operating Budget	This training covers: - The Understanding of PBCS Operating Budget Task Concepts - Navigate through the Operating Budget in PBCS - Utilize the documentation to complete: - Seed Operating Budget - Set up Targets and Review - Enter Budget Revenues and Expenses - Upload Budget Data through a template - Set up and Run Forecasts for the Current Year and Years 2-4 - Budget Request Process - Fund Balance - Inactive Dimension member Data Checks - Copy Budget to a "What if" or "Snapshot" - Exporting the Adopted Budget and transforming the output using Template for loading to PeopleSoft	New Budget Office users	PBCS Budget Office User Guide v1.1 - use if training new Budget Office user, cover parts IV, V, VI and X. Financial Data Load Budget Working.xlsx - Template used in importing Budget Data Templates used to load Adopted Budget back into PeopleSoft. Besure to download the macro file: BudgetJrnlUpload_Template_Control_PBCS.xlsx BudgetJrnlUpload_Template_NonControl_PBCS.xlsx MACRO_file.xlsm Video: PBCS Train the Trainer: Budget Office - Operating Budget 01/07/21 (1:59:34)	Read the following sections in the PBCS User Guides prior to training sessions: - PBCS Budget Start and End Checklist - focusing on Operating Budget Tasks: 1. Operaing (Financial) Budget Start 2. Operaing (Financial) Budget Task 3. Operaing (Financial) Budget Close Trainees should have the following items completed prior to training: - Create the Financial Data Load Budget Working Template and save as a CSV file	2-3 hrs.
End User	This training instructs end users on how to complete budgets in PBCS, including the following: - Reviewing Position rosters in PBCS - Budgeting for pseudos - Creating expense budgets - Reviewing targets - Creating and submitting requests	Non-Budget Office users of PBCS, including: - Department - Campus - Principals - Bookkeepers - Budget Reviewers	PBCS End User Guide v1.1 - use if training a new non-Budget Office user. Video: PBCS Train the Trainer: End User 1/08/21 (1:09:23)	1. Users can log into PBCS 2. Users have set up user vairables	2-3 hrs.
Budget Office - Position Budget	This training covers: - The Understanding of PBCS Position Budget Task Concepts - Navigate through the Position Budget in PBCS - Utilize the documentaiton to complete: - Starting the position budget - Managing position budgets in PBCS - Making mass changes in PBCS	New Budget Office Users responsible for position budgets	PBCS Budget Office User Guide v1.1 - if training a new Budget Office user, cover parts III, IV, V, VII, VIII and X Video: PBCS Train the Trainer: Position Budget (Budget Office) 01/11/21 (2:47:50)	Read the following sections in the PBCS User Guides prior to training sessions: - Part III - Overview - Position budgets - PBCS Budget Start and end Checklist - Focusing on Position Budget Tasks	2 - 2 hour sessions depending on responsibilities
Smart View Training - Budget Office	This training covers: - How to install Smar View - What is Smar View and what you can use it for - How to perform common tasks in Smart View including: - Uploading pseudos from a template - Making mass rate/position info changes in PBCS - Updating revenue and expense budgets in Smart View - Setting targets in Smart View - Setting projection methods in Smart View	Budget Office Users	PBCS Budget Office User Guide v1.1 - if training a Budget Office user, cover the following: - Part IX Smart View - Add Pseudo Positions - Mass update all positions - information and rates Video: PBCS SmartView Training for Budget Offices Presentation 01/12/21 (2:08:24) Pseudo Upload Templates for Production by district: 001 Pseudo Upload Template 007 Pseudo Upload Template 011 Pseudo Upload Template 018 Pseudo Upload Template 019 Pseudo Upload Template 020 Pseudo Upload Template 021 Pseudo Upload Template 034 Pseudo Upload Template 042 Pseudo Upload Template 045 Pseudo Upload Template 047 Pseudo Upload Template 049 Pseudo Upload Template 061 Pseudo Upload Template 063 Pseudo Upload Template 065 Pseudo Upload Template 067 Pseudo Upload Template 099 Pseudo Upload Template	Read the following seciton in the PBCS User Guide prior to training session: - Part IX Samrt View (Excel Add on) Install Smart View (instructions in Part IX of guide)
Narrative Reporting			PBCS Narrative Reporting Guide.pdf v2.2 Narrative Reporting by Innofin.pptx Created 01/19/21

Links

POD 1 Production Environment this POD includes: Alpine Union, Coronado Unified, La Mesa-Spring Valley, Lemon Grove

POD 2 Production Environment this POD includes: Del Mar, Grossmont, Lakeside Union, SDCOE

POD 3 Production Environment this POD includes: Cardiff, Carlsbad Unified, Julian Union, Poway Unified, Ramona Unified, San Dieguito Union HIgh, San Marcos Unified, Solana Beach, Valley Center-Pauma Unified

PBCS Training Environment this environment is used by all districts

Narrative Reporting this environment is used by all districts

SmartView

SmartView Install Instructions

Smart View Installer

Videos

PBCS Go Live Training 01-04-21 (33:16)

PBCS Demo August 2019 - This demo was done by Innofin as part of the Vendor selection process. It is a generic demo.

PBCS Maintenance Schedule

	Environment	From	To
Monthly Update for Enterprise Performance Management (EPM) Cloud	Production:  epm10, epm11, epm12, epm3, epm4, epm9	Friday, 3/19/2021 3:00 AM	Friday, 3/19/2021 4:00 AM
Monthly Update for Enterprise Performance Management (EPM) Cloud	Non-Prod:  epm-test, epm3-test, epm4-test	Friday, 4/2/2021 3:00 AM	Friday, 4/2/2021 4:00 AM
Monthly Update for Enterprise Performance Management (EPM) Cloud	Production:  epm10, epm11, epm12, epm3, epm4, epm9	Friday, 4/16/2021 3:00 AM	Friday, 4/16/2021 4:00 AM
Monthly Update for Enterprise Performance Management (EPM) Cloud	Non-Prod:  epm-test, epm3-test, epm4-test	Friday, 5/7/2021 3:00 AM	Friday, 5/7/2021 4:00 AM
Monthly Update for Enterprise Performance Management (EPM) Cloud	Production:  epm10, epm11, epm12, epm3, epm4, epm9	Friday, 5/21/2021 3:00 AM	Friday, 5/21/2021 4:00 AM
Monthly Update for Enterprise Performance Management (EPM) Cloud	Non-Prod:  epm-test, epm3-test, epm4-test	Friday, 6/4/2021 3:00 AM	Friday, 6/4/2021 4:00 AM
Monthly Update for Enterprise Performance Management (EPM) Cloud	Production:  epm10, epm11, epm12, epm3, epm4, epm9	Friday, 6/18/2021 3:00 AM	Friday, 6/18/2021 4:00 AM
Monthly Update for Enterprise Performance Management (EPM) Cloud	Non-Prod:  epm-test, epm3-test, epm4-test	Friday, 7/2/2021 3:00 AM	Friday, 7/2/2021 4:00 AM
Monthly Update for Enterprise Performance Management (EPM) Cloud	Production:  epm10, epm11, epm12, epm3, epm4, epm9	Friday, 7/16/2021 3:00 AM	Friday, 7/16/2021 4:00 AM
Monthly Update for Enterprise Performance Management (EPM) Cloud	Non-Prod:  epm-test, epm3-test, epm4-test	Friday, 8/6/2021 3:00 AM	Friday, 8/6/2021 4:00 AM
Monthly Update for Enterprise Performance Management (EPM) Cloud	Production:  epm10, epm11, epm12, epm3, epm4, epm9	Friday, 8/20/2021 3:00 AM	Friday, 8/20/2021 4:00 AM
Monthly Update for Enterprise Performance Management (EPM) Cloud	Non-Prod:  epm-test, epm3-test, epm4-test	Friday, 9/3/2021 3:00 AM	Friday, 9/3/2021 4:00 AM
Monthly Update for Enterprise Performance Management (EPM) Cloud	Production:  epm10, epm11, epm12, epm3, epm4, epm9	Friday, 9/17/2021 3:00 AM	Friday, 9/17/2021 4:00 AM
Monthly Update for Enterprise Performance Management (EPM) Cloud	Non-Prod:  epm-test, epm3-test, epm4-test	Friday, 10/1/2021 3:00 AM	Friday, 10/1/2021 4:00 AM
Monthly Update for Enterprise Performance Management (EPM) Cloud	Production:  epm10, epm11, epm12, epm3, epm4, epm9	Friday, 10/15/2021 3:00 AM	Friday, 10/15/2021 4:00 AM
Monthly Update for Enterprise Performance Management (EPM) Cloud	Non-Prod:  epm-test, epm3-test, epm4-test	Friday, 11/5/2021 3:00 AM	Friday, 11/5/2021 4:00 AM
Monthly Update for Enterprise Performance Management (EPM) Cloud	Production:  epm10, epm11, epm12, epm3, epm4, epm9	Friday, 11/19/2021 3:00 AM	Friday, 11/19/2021 4:00 AM
Monthly Update for Enterprise Performance Management (EPM) Cloud	Non-Prod:  epm-test, epm3-test, epm4-test	Friday, 12/3/2021 3:00 AM	Friday, 12/3/2021 4:00 AM
Monthly Update for Enterprise Performance Management (EPM) Cloud	Production:  epm10, epm11, epm12, epm3, epm4, epm9	Friday, 12/17/2021 3:00 AM	Friday, 12/17/2021 4:00 AM