Course Objective

This 1-day course introduces the key concepts to configure Oracle NetSuite Planning and Budgeting and maintain the integration between NetSuite and Planning and Budgeting.

Oracle NetSuite Planning and Budgeting for Administrators begins with describing the planning application and how to navigate the user interface before moving into concepts on how to build and configure the application, dimensions and user defined elements. The course concludes by exploring topics such as entering and calculating data, configuring an approval process, and importing/exporting metadata.

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 or controller that need to configure and maintain Planning and Budgeting.
  • Are responsible for configuring and maintaining the Planning and Budgeting integration with NetSuite.

Key Tasks Taught: How do I...

  • Access and navigate Planning and Budgeting?
  • Create a new planning application?
  • Build and configure dimensions and their elements?
  • Build and configure user defined elements?
  • Create forms?
  • Manage business rules?
  • Enter and submit data in forms?
  • Filter, sort and spread data?
  • Adjust data?
  • Annotate and analyze data?
  • Navigate planning tasks in Smart View?
  • Analyze data with Smart View?
  • Configure and use an approval process?
  • Import and export metadata?
  • Load calculating data?

Duration: 1 day
Price: $800 USD

View the Course Data Sheet

View the Course Schedule



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