Links
Production Environments - 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
Smart View Enviroments - POD 1 Smart View Environment this POD includes: Alpine Union, Coronado Unified, La Mesa-Spring Valley, Lemon Grove
- POD 2 Smart View Environment this POD includes: Del Mar, Grossmont, Lakeside Union, SDCOE
- POD 3 Smart View 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
SmartView SmartView Install Instructions
Smart View Installer
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- use if training a new Budget Office user. Covers Parts I and II only.
PBCS End User Guide - 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)
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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 - 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 - 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 - 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 - 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
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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) | |
Videos
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
| | | | Monthly Update for Enterprise Performance Management (EPM) Cloud | Production: epm10, epm11, epm12, epm3, epm4, epm9 | Friday, 2/19/2021 3:00 AM | Friday, 2/19/2021 4:00 AM | Monthly Update for Enterprise Performance Management (EPM) Cloud | Non-Prod: epm-test, epm3-test, epm4-test | | | 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 | | | 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 | | | 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 | | | 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 | | | 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 | | | 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 | | | 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 |
Announcements
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 Updating... Barbara Thiss, Aug 3, 2020, 9:09 AM Barbara Thiss, Aug 3, 2020, 9:09 AM Barbara Thiss, Aug 3, 2020, 9:09 AM Barbara Thiss, Aug 3, 2020, 9:09 AM
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