NetSuite Planning and Budgeting (NSPB/PBCS): User Training Course
Duration
2 days (14 CPE credits)
Audience
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:
Scheduled Course Dates
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
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
