Budgeting and Analysis

Planning and Budgeting Financials includes several features that enable you to create, manage, and analyze scenario planning details.

The following features enable you to create and manage your scenario plans:

• Predictive Planning – Use to review and update scenario plans.

  For more information, see Forecasting with Predictive Planning.

• Grid Spread – Use to make new total entries or adjustments to existing total entries in a form. The new value spreads back to populate the row's open periods.

  For more information, see Scenario Planning with Grid Spread.

• Version Builder – Use to create and manage multiple versions of a forecast.

  For more information, see "What-if" Planning With Version Builder.

The following features enable you to investigate and analyze your scenario plans:

• Drill Options – Use to investigate data by drilling into the Account Details and drilling through to the underlying NetSuite data. Drill options include drilling to Account details and drilling through to NetSuite.

  For more information, see Investigating Data with Drill Options.

• Smart View – Use to perform data analysis.

  For more information, see Analyzing Data in Smart View.

General Notices