Adding the Planning and Budgeting Sync Portlet to Your Home Page

To personalize your home page, you can add the Planning & Budgeting Form/Dashboard Portlet portlet to the dashboard.

To add the portlet to your home page:

1. In NetSuite, go to your home page.

2. Click the Personalize link in the upper-right corner of your dashboard, or use the Personalize Dashboard link in the Settings portlet.

3. On the SuiteApps tab, click the icon of the portlet you want to appear on your dashboard, or drag it onto the dashboard.

General Notices