System administrators of existing applications
On Demand Subscription
Access to course materials: 90 days for ONE student
Default access to hands-on lab environment: 14 days (lab extensions are available to purchase if required)
Learn how to administer, manage and maintain existing PBCS applications. Understand how to make changes to existing models, load and maintain application metadata and perform ongoing maintenance tasks.
© Keyteach Limited 2018
This two-day course provides a thorough grounding in PBCS system administration, exploring maintenance tasks and how to apply updates to existing applications. You’ll explore how to manage, maintain and update hierarchies to meet new requirements on an ongoing basis.
Attendees will explore how security is used to control both system access and the integrated approvals process. Work with users, groups and roles to keep your application up-to-date and in sync with business requirements.
Investigate the structure and usage of the various documents and system elements that make up an application. Gain an understanding of how best to update or add to existing data forms, task lists, business rules, reports, dashboards and other application components.
Find out how data from a variety of different sources can be transformed and loaded to a PBCS application using Data Management (FDMEE). You’ll also find out how data is aggregated and calculated in PBCS. Find out where calculations are created and learn how to make and deploy changes to existing business rules.
Explore the available reporting options to better support your user community.
Navigation, functionality overview, terms and concepts, managing applications, dimensions, plan types, Navigation, functionality overview, terms and concepts, managing applications, dimensions, plan types, loading metadata, data forms and task lists, custom menus, smart lists, composite forms, grid diagnostics, cell history, overview of Data Management, budget versions, rolling forecasts, approvals process, lifecycle (application) Overview of Data Management, budget versions, rolling forecasts, approvals process, lifecycle (application) management and backups, basic calculation and member formulas, understanding security, overview of Financial Reporting Studio, Smart View.
Your subscription gives you 90 days of access to the course materials. We also provide 14 days of access to a live hands-on lab environment. Once the lab has been made available it cannot be suspended and will be available for a minimum of 14 consecutive days. You can request a start date for access to your hands-on lab. You will use the same environment for all workshops in this course and these should be completed within 14 days. It is possible to purchase a Hands-On Lab Extension for an additional 14 days. Keyteach will monitor the use of the hands-on lab and we reserve the right to cancel access to the course (without notice) if we believe it is in use by more than one named user.
Help from an Instructor
This is a self-paced course and you should be able to watch the videos and navigate through the course on your own. If you experience any difficulties or would like an opportunity to ask questions of our instructors, we will be happy to help. Please note that whilst we provide personalised support, we cannot provide one-to-one tuition across the entire course. We will respond to any request for assistance within one working day (24 hours).
Detailed course agenda / Justification for your manager
Build solid expertise in your own time at your convenience
Administrator On Demand training is our most robust and flexible self-paced training option gives you the benefits of an instructor-led experience with instant access to course materials that you can download and keep. The learning experience is highly interactive with hands-on lab access to the real software. We're available to provide personalised support to help you build solid expertise in your own time at your convenience. The content is video-based, with plenty of additional reading, whiteboard presentations and structured workshops to provide comprehensive and flexible learning.
Your subscription is for an named individual and students should not share access to the course or distribute the course materials under any circumstances. Keyteach will monitor the use of the course and the associated hands-on lab and we reserve the right to cancel access to the course (without notice) if we believe it is in use by more than one named user.