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


3 days (21 CPE credits)


Implementation consultants, developers, system administrators 

Course Summary

Learn how to design and build NetSuite Planning and Budgeting (NSPB/PBCS) applications. Create planning models that are integrated with NetSuite and gain an in-depth understanding of how to make efficient use of the capabilities and extensibility of Planning and Budgeting for NetSuite. Learn how to leverage the potential of this powerful solution in order to build more effective applications and workflows.

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 'On Demand' subscription or request a private class for your team:


Learning Objectives

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

  • Identify how to build and maintain Netsuite Planning and Budgeting (NSPB/PBCS) applications and metadata
  • Identify how applications can be backed-up and migrated from test to production or to another NetSuite Planning and Budgeting instance
  • Summarize the difference between BSO and ASO and how Data Maps can be used to transfer data between plan types
  • Explain how dimensions and member hierarchies are used to structure and analyze data
  • Recall how to build data/web forms, Dashboards and Infolets
  • Generate basic spreadsheets, reports and data forms
  • Recognize how Business Rules support the financial planning process

Course Description

This course is designed to meet the needs of system administrators from existing implementations as well as new rollouts. It is the essential starting point for creating or managing Netsuite Planning and Budgeting NSPB/PBCS) applications. Key design considerations are explored and best practice is discussed for the build, maintenance and support of Planning and Budgeting applications. This course investigates system design, development and administration and explores how data is submitted, adjusted, reviewed and signed off.

Build metadata hierarchies and assign properties, you will see how to deploy and administer applications, build data forms, establish security, load data, create calculations and gain an understanding of the planning cycle. You will also get an introduction to Financial Reporting Studio and discover a variety of methods for using Smart View to report on Planning data. 

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): Administrator

Duration: 3 days

Audience: System administrators, developers and implementation consultants

Pre-requisites: None

Delivery method: Group Live and Group Internet-Based

Advanced preparation: None

Recommended CPE credits: 21 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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  • UK +44 161 408 7722


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UK +44 161 408 7722
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