NetSuite Planning and Budgeting (NSPB/PBCS): Enablement for Project Teams Training Course


2 days (14 CPE credits)


Project managers and design teams

Course Summary

Gain an understanding of NetSuite Planning and Budgeting (NSPB/PBCS) to enable project teams to make a more valuable contribution to the design and implementation.

How Can I Take this Course? 

You can search for scheduled course dates for your time zone or request a private class for your team:


Learning Objectives

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

  • Recall the key features of NetSuite Planning and Budgeting 
  • Identify key application design considerations
  • Recognize the various methods for loading, adjusting and calculating data and how these can be applied to developing a standardized planning process
  • Recall how the system manages approvals and tracks completion of tasks and activities
  • Differentiate between the available reporting options and identify suitable uses for each
  • Summarize the core elements relating to application creation, setup and maintenance

Course Description

An in-depth overview of NetSuite's Planninga dn Budgeting (NSPB/PBCS), ideal for Project Managers and Design Teams that need to get up to speed fast. It covers all capabilities of the system and explores the interface, typical planning processes and the flow of data from source systems. See the ways in which plan data can be adjusted, translated and aggregated within NetSuite's Planning and Budgeting (NSPB/PBCS) before being analysed with powerful reporting tools such as Financial Reporting Web Studio or in Microsoft Office using Smart View.

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): Enablement for Project Teams

Duration: 2 days

Audience: System administrators, developers and implementation consultants

Pre-requisites: Knowledge of Oracle Planning Cloud system administration

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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