1. NetSuite Enterprise Performance Management
  2. NetSuite Planning and Budgeting
  3. Planning and Budgeting Financials
  4. Planning and Budgeting Financials Integration Guide
  5. Setup and Configuration
  6. Creating the NetSuite Planning and Budgeting Application

Creating the NetSuite Planning and Budgeting Application

If you have the Planning and Budgeting environment provisioned on your Oracle account, you can create a new NetSuite Planning and Budgeting application. You can then set up the application for Planning and Budgeting Financials.

Note:

Before you start creating a new NetSuite Planning and Budgeting application, use the Administrator role to create and set up a new Oracle cloud environment. For instructions, see Oracle Application Cloud Provisioning guide.

To create a NetSuite Planning and Budgeting application:

  1. On the Planning and Budgeting landing page, click Select.

  2. Click Start under the Create a New Application section.

  3. On the Create Application: General page, in the Description field, enter a description to help you identify this application, for example, FIN_STD.

    The Name field is prefilled by default and can't be edited.

  4. Click Next.

  5. On the Create Application: Details page, do the following:

    1. From the Start and End Year dropdown lists, select the appropriate start year and end year.

      For the start year, select the first year you want to import. For the end year, select a year that's two to five years in the future.

    2. Under the Other Details section, do the following:

      1. For the Task Flow Type, choose one of these options to organize your workload:

        • Task List

        • EPM Task Manager

        Note:

        You can only use one Task Flow Type at a time. For example, if you select EPM Task Manager, you can't use Task List.

        For more information about task workflows, see the Oracle Help Center topic Working with Task Lists.

      2. From the Main Currency dropdown list, select the main currency.

        The Multicurrency box is checked by default and can't be cleared.

      3. In the Name of Input Cube, enter a name for the input cube, for example, WorkForc.

      4. In the Name of Reporting Cube, enter a name for the reporting cube, for example, Report.

  6. Click Next.

  7. On the Create Application: Review page, review the details you selected or entered, and then click Create.

  8. When prompted, click OK.

    This logs you into the new NetSuite Planning and Budgeting application.

Related Topics

General Notices