Setting Up the NSEPM Implementer Role with Planning and Budgeting Sync
If you have the Administrator role, you can assign the NSEPM Implementer role to a new or existing user in NetSuite. This role allows the user to perform the following tasks:
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Set up token-based authentication for Planning and Budgeting users
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Set up the connection to your Planning and Budgeting environment
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Schedule the required Planning and Budgeting Sync script deployments
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Perform all tasks at NetSuite EPM > Planning and Budgeting
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Create and customize the saved searches that are predefined in Planning and Budgeting Sync
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Create and customize the datasets that are predefined in Planning and Budgeting Sync
For details about using the NSEPM Implementer role with the Planning and Budgeting Sync SuiteApp, see the following help topics:
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For guidelines on using the NSEPM Implementer role, see Best Practices for Using the NSEPM Implementer Role with Planning and Budgeting Sync.
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To assign the NSEPM Implementer role to a Planning and Budgeting Sync user, see Assigning the NSEPM Implementer Role to a Planning and Budgeting Sync User.
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To customize the NSEPM Implementer role to better suit your needs, see Customizing the NSEPM Implementer Role for Planning and Budgeting Sync.