“Cloud” is becoming the latest buzzword everywhere. Not only in technology, but in every business, executives are wondering how exactly they can benefit from the Cloud. At the same time, they do not want to stir up the comfort level of their company’s current user base.

1. 1
Why would you want to use cloud for
your Planning and Budgeting needs

2. Introduction
“Cloud” is becoming the latest buzzword
everywhere. Not only in technology, but in every
business, executives are wondering how exactly
they can benefit from the Cloud. At the same
time, they do not want to stir up the comfort level
of their company’s current user base.
The critical patch updates, version upgrades are
becoming harder for the IT department to keep
track of. There is always a time crunch when it
comes to business centric applications such as
planning, budgeting, and EPM.
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3. 3
Answer: Since Oracle PBCS is a subscription-based
service, you purchase only the number of seats that you
really need. You can change that number any time you
wish. Compared to the leading products on the market,
PBCS offers the best price value out there. All in all,
customers are seeing over 40% cost savings compared
to on-premise Planning and Budgeting applications.
Question: What will this Cost me?
Here are the typical questions we
always come across in the process:

4. Question: How can existing Hyperion Planning customers
migrate to Oracle PBCS?
Answer: For customers with existing Hyperion
Planning applications, the migration path from Hyperion
Planning to PBCS is very easy. If a customer is on
11.1.2.3.500 or greater, it is a three-click process:
• Use Lifecycle Management and export the application
definition
• Upload through the automation utility in PBCS, and
• Import it on the PBCS side
Customers with earlier versions need not worry either.
Saturn has helped many customers with older versions of
Hyperion Planning move seamlessly to the Cloud (PBCS).
All it takes is a thorough analysis of current applications,
then recreating the functionality with better features. In a
matter of weeks, customers can be up and running in the
Cloud.
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5. Question: Does PBCS have the
same functionality as Hyperion
Planning?
Answer: PBCS offers largely the same functionality as on-
premises Hyperion Planning. From a functional perspective, end
users will notice very little difference. From an administrative
perspective, the cloud environment is far easier to administer
because you don’t have to manage things like server-to-server
point communications, logs and tuning, etc. And on top of all that
who doesn’t enjoy the benefits of “NO CAPEX INVESTMENT”
5
Question: What is the limit on custom
dimensions that can be added to
PBCS?
Answer: PBCS doesn’t restrict you on number of custom
dimensions. As with on-premises Hyperion Planning, PBCS allows
you to create multiple plan types with their own custom dimensions
as necessary.

6. Question: How do data loads
and pushes occur?
Answer: Yes. It supports up to seven total plan types:
3 BSO, 3 ASO, and 1 consolidated plan type for reporting.
6
Question: Does PBCS
support multiple plan types?
Answer: PBCS comes with a full set of data integration
tools. For those who are familiar with Oracle FDM or
FDMEE, FDMEE is embedded directly within the PBCS
application. You can do cloud-based data uploads into
PBCS and then do any mapping translations that need to
occur to load data into the planning application going
forward. The latest release of PBCS includes the EPM
Automate Utility, a scheduling utility that can help support
that process.

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Question: How do dimension builds occur?
Answer: There are multiple approaches to loading dimensions. PBCS allows direct dimension
maintenance inside of Smart View; if you have hierarchy definitions that live in an Excel file, you can
import them directly through Smart View or apply them. Another way is to load the .csv file directly into
the planning user interface. As a third option, you can use the EPM Automate Utility to upload the
dimension build files and then kick off any dimension structure changes that need to happen.

8. Question: Is it possible to use a
spreadsheet located on the client
machine to connect to the cloud
application?
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Answer: FDMEE, which has replaced FDM, would be the best solution for providing an ERP flat file in
addition to performing mappings and importing the source data into your PBCS application.
Question: How would we load ERP source data into
PBCS?
Answer: Yes. Just like any on-premises Planning
application, PBCS can use Financial Reporting Studio and
Smart View to perform both ad-hoc retrieves, as well as
perform Financial Reporting for those who want a better
visual display of the data.

9. Question: What web browsers does PBCS support?
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Answer: Yes, this is a common scenario. Users with read-only access have full capability to do ad-
hoc reporting.
Question: Can the “Planner” role carry out ad-hoc
analysis in read-only mode in PBCS?
Answer: Supported web browsers include Firefox, Google Chrome, Internet Explorer, and Safari.
Question: How do we maintain security in PBCS
regarding shared services?
Answer: PBCS security is not synced with MSAD via connection to the MSAD; it is either manually
controlled or imported via .csv for the users who are later provisioned for PBCS. Provisioning is also
not performed in Shared Services for PBCS. It is controlled in the Oracle Cloud Identity Console.

10. Answer: The Vision application, which is the current on-premises application, can be easily
deployed into PBCS for testing in a PBCS environment.
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Question: Is there a sample demo of the Oracle
PBCS application that we can access?
Question: Which is best for my
organization — Oracle PBCS or
on-premises Hyperion
Planning?
Answer: Both products are highly recommended by
Saturn Infotech and Oracle. When it comes to picking
one over the other, we suggest you have a brief
discovery session with us so we can recommend the best
approach for your needs. Reach out to our planning
experts today at marketing@jadeglobal.com

11. 11
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12. 12
Headquarters
1731 Technology Drive, Suite 350
San Jose, CA 95110, USA
Phone
+1-408-899-7200
Email
info@jadeglobal.com
Website
www.jadeglobal.com
USA I CANADA I UK I AUSTRIA I INDIA
www.jadeglobal.com
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