Course Objective

This course introduces the key concepts for using and maintaining NetSuite Planning and Budgeting and teaches how to perform periodic routines.

NetSuite Planning and Budgeting Essentials begins with describing the application and how to navigate, enter data and how to make data meaningful. The course continues with an overview of the budget and forecast process including reporting and analytic tools before moving into an overview of the periodic tasks that need to be performed. General NetSuite and Planning and Budgeting concepts are examined. This course concludes with exploring how to import metadata and data from NetSuite to Planning and Budgeting, how to run Business Rules, set Variables, and take backups.

Expert instructors demonstrate each process. Throughout the course, recommended tips, best practices and key points are shared.


This course is right for you if you...

  • Are an Administrator responsible for maintaining and administrating Planning and Budgeting, performing periodic routines, importing metadata and data, setting variables, and taking backups.
  • Are a Planning and Budgeting user: Planning Users, Budget Owners, Accountants, Managers, Financial Controllers and Executives.

Key Tasks Taught: How do I...

  • Access and navigate Planning and Budgeting?
  • Describe Data cubes, Artifacts and Forms?
  • Use the Point of View?
  • Enter forecast data?
  • Spread forecast values automatically?
  • Add supporting information to my forecast?
  • Access financial statements and reports?
  • Analyse my data?
  • Define data and metadata?
  • Import data and metadata?
  • Copy a forecast?
  • Make a backup or take a snapshot?

Duration: ½ day
Price: $400 USD

View the Course Data Sheet

View the Course Schedule



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