NetSuite Planning and Budgeting (NSPB/PBCS): User Training Course


2 days (14 CPE credits)


Key users 

Course Summary

Gain an understanding of NetSuite's Planning and Budgeting (NSPB/PBCS) in order to navigate and proficiently utilize data submission, as well as the available analysis and reporting options, including Smart View.

How Can I Take this Course? 

You can search for scheduled course dates for your time zone or start training immediately with our self-paced 'E-Learning' subscription or request a private class for your team:


Learning Objectives

By the end of this course learners will be able to:

  • Recall the NetSuite Planning and Budgeting's key functionality
  • Differentiate the web interface from Smart View and identify the most useful one to use for various system tasks
  • Recognize the primary methods for loading and entering data to the system
  • Summarize the processes used to adjust and modify data
  • Identify the typical uses and launch methods for calculations
  • Recall how to report on data using formal reports, dashboards and customized analyses
  • Identify the key features and capabilities of Smart View

Course Description

This course covers everything that Key Users need to know about the capabilities of NetSuite's Planning and Budgeting (NSPB/PBCS). Explore the interface, data submission modules, driver-based planning techniques and data review and analysis options. Find out about business-critical options and get an overview of the capabilities and navigation, terms, concepts, tasks, data forms, bottom-up and top-down planning, supporting detail, comments, reports and dashboards.

This course also covers Smart View, Oracle's office add-in for NetSuite's Planning and Budgeting  applications. Learn about connection manager, member selection and using data forms for entering, calculating and processing data. Analyze data using ad-hoc features such as pivot, drill-down, keep only and remove only. Find out more about using data forms and task lists from within Smart View and how to integrate queries with Microsoft Office products.

Scheduled Course Dates

There are currently no scheduled courses. Please use the link below to request a private closed class for your team.

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Course title: NetSuite Planning and Budgeting (NSPB/PBCS) Key User

Duration: 2 days

Audience: Key users

Pre-requisites: None

Delivery method: Group Live and Group Internet-Based

Advanced preparation: None

Recommended CPE credits: 14 credits - computer software and applications

Programme level: Intermediate

Keyteach is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Registration ID No 115820. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Any complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

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  • USA +1 855 563 6723

  • UK +44 161 408 7722


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UK +44 161 408 7722
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