Planning and Budgeting Financials User Guide

The NetSuite Planning and Budgeting Financials User Guide includes information about tasks that are common to most Planning and Budgeting Financials users. When you log in to Planning and Budgeting, you see clusters (menus) and cards (sub-menus) that determine what you can do within the application. Your assigned role determines which cards and clusters you see.

The major sections of the Planning and Budgeting Financials User Guide are as follows:

• NetSuite Planning and Budgeting Financials Overview

• Setting User Preferences

• Aggregation Processes in Planning and Budgeting Financials

• Reporting and Analytics

• Revenue and Gross Margin

• Operating Expense

• Financial Statements

• Budgeting and Analysis

Related Topics

NSPB Sync SuiteApp

Planning and Budgeting Financials Sync SuiteApp

Planning and Budgeting Financials Administrator Guide

Planning and Budgeting Financials Integration Guide

General Notices