Planning and Budgeting Cloud Service

This page includes

  • PBCS FAQs

  • Training Materials

  • Links

  • Other Videos

  • Tentatvie Plan for Reconfiguration

  • PBCS Maintenance Schedule

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PBCS Kick Off Meeting PPT (02/16/22)

PBCS Kick Off Meeting Video (02/16/22, 34:37 )

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Training Materials 2022 Phase II

PBCS Budget Office User Guide Parts I -X (03/08/22, v2.1)

PBCS End User Guide (01/18/22, v2.0)

PBCS Data Clean Up Instructions (02/10/22)

Queries to Help Validate HCM Data (04/01/22, v1.0)


Videos and Presentation Materials

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PBCS FAQs (updated 02/04/2022)

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

1. Is there a limit to the number of Pseudos that can be added to PBCS?

a. Yes, PBCS allows 1,100 pseudo positions to be added.

2. How do I sum up column totals in my generated reports?

a. The reports are delivered as is but can be exported into Excel and total the columns from there.

3. How do I run a report on Vacant Positions in PBCS?

a. There is a delivered report. The navigation is Home > Reports > Position Reports > Vacant Position Reports

4. How do I seed by Resource, or can I?

a. There is currently not a way to seed by resource. The process seeds by all resources.

5. Why are the H&W benefits calculating the month amount for the annual budget while all the other benefits are at the annual amount?

a. The calculation type for an individual pay element and the rate for the pay element must match on the position itself, otherwise it causes a “mismatch” in the calculation process.

6. Is there a way to calculate H&W for an employee that holds multiple positions?

a. The health and welfare must be updated manually for this situation.

7. Is there a way to mass update allocations on positions in PBCS?

a. Yes, there is a process that involves Smart View to be able to mass update allocations. Please contact PeopleSoft Support for further assistance.

8. How late can I use PBCS, since the HCM file is refreshed nightly?

a. There should not be any conflict with the HCM data refresh and any work that you are doing on your budget at the same time.

9. I am running reports from the Financial Reports card and receiving an error message. What does this mean?

a. If you are a large district, and receiving an error message when running reports when using the Financial Reports card, try running them under the Report Forms card using the following navigation:

i. Reports > Report Forms > One Time Report

ii. Reports > Report Forms > All Budget Data Report

iii. Reports > Report Forms > All Expenses with Historical Data

10. What can I use to help with HCM data clean up?

a. The PBCS Data Clean Up Instructions provides queries and things to look for with you data clean up.

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Environments:

Links

Production:

    • POD 1 Production Environment this POD includes: Wave1 Alpine Union, Coronado Unified, La Mesa-Spring Valley, Lemon Grove. Wave 2 Cajon Valley, Escondido Elem., National, Vista

    • POD 2 Production Environment this POD includes: Wave 1 Del Mar, Grossmont, Lakeside Union, SDCOE. Wave 2 Encinitas, Fallbrook Elem, Escondido High, Fallbrook High

    • POD 3 Production Environment this POD includes: Wave 1 Cardiff, Carlsbad Unified, Julian Union, Poway Unified, Ramona Unified, San Dieguito Union HIgh, San Marcos Unified, Solana Beach, Valley Center-Pauma Unified. Wave 2 No additions

Sandbox:

Training Materials 2021 Phase I

Links

    • POD 1 Production Environment this POD includes: Wave1 Alpine Union, Coronado Unified, La Mesa-Spring Valley, Lemon Grove. Wave2 Cajon Valley, Escondido Elem., National, Vista

    • POD 2 Production Environment this POD includes: Wave 1 Del Mar, Grossmont, Lakeside Union, SDCOE. Wave 2 Encinitas, Fallbrook Elem, Escondido High, Fallbrook High

    • POD 3 Production Environment this POD includes: Wave 1 Cardiff, Carlsbad Unified, Julian Union, Poway Unified, Ramona Unified, San Dieguito Union HIgh, San Marcos Unified, Solana Beach, Valley Center-Pauma Unified. Wave 2 No additions.

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

Other 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.

Tentative Plan for reconfiguration

PBCS Maintenance Schedule



Announcements

New Oracle Planning and Budgeting Solution Successfully Launched (01/14/2021)

Planning and Budget Cloud Service (PBCS) Project approved by the Customer Advisory Board (01/27/2020)