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Planning and Budgeting Cloud Service


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 UseSuggested 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 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 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 


Announcements






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Barbara Thiss,
Aug 3, 2020, 9:09 AM
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Barbara Thiss,
Aug 3, 2020, 9:09 AM
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Barbara Thiss,
Aug 3, 2020, 9:09 AM
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Barbara Thiss,
Aug 3, 2020, 9:09 AM
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