Oracle NetSuite Planning and Budgeting
Administer Modules
Administer
- Managing Applications
-
Administering Planning
- Creating Applications
- Setting Up Planning
- Creating FreeForm Applications
- Designing Forms
- Designing Dashboards
- Creating Dashboards
- Designing Reports
- Designing Business Rules
- Customizing Navigation Flows
- Designing Navigation Flows
- Administering Tasks with Task Manager
- Editing Dimensions
- Managing Dimensions
- Configuring Intelligent Performance Management (IPM)
- Setting Up Predictions to Run Automatically with Auto Predict
- Managing Sandboxes
- Defining Valid Intersections
- Managing Valid Intersections
- Scheduling and Running Jobs
- Managing Approvals
- Setting Up Approvals
Integrate
Groovy Business Rules and REST API
Integrate Metadata and Data Using Native Import
Integrate and Synchronize Data
- Getting Started with Data Integration
- Defining an Integration
- Running an Integration
- Using the Integration Pipeline
- Understanding Planning Integration
- Using Data Maps for Synchronizing Essbase Data
- Creating a File-Based Data Integration
- Defining Mapping Rules for an Integration
- Setting Data Integration Options
-
Loading Data Using Data Integration
Connect to On-premises and 3rd Party Data Sources
Integrate Dimensions and Mappings Using Enterprise Data Management
Automate Metadata and Data Integration
Design and Create Forms
- Form Design Considerations
- Designing Forms
- Creating Forms
- Defining Access Permissions on Forms
- Designing Flex Forms
- Additional Form Components
- Creating Dynamic User Variables
- Creating Action Menus
- Creating Data Maps
- Creating Smart Push to Move Data Across Cubes
- Creating Business Rules to Calculate Data
- Running Business Rules to Calculate Data
- Creating Folders to Organize Forms