Dataset Settings in Planning and Budgeting Sync
If you have created or customized datasets as described in the help topic Managing the Planning and Budgeting Sync Datasets, you can view the datasets at NetSuite EPM > Planning and Budgeting > Manage Datasets. There you can also view all custom datasets that you have created in NetSuite for your Planning and Budgeting.
Every dataset the ID of which includes the _nspb_ prefix, for example custdataset_nspb_sync_item_new, is listed in Data Exchange.
After you install Planning and Budgeting Sync, you should update IDs of existing datasets in your NetSuite account to include the _nspb_ prefix:
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For data datasets, place the new custdataset_nspb_ prefix and the existing prefixes on an allowlist in NetSuite EPM Connector. For instructions, see Data Source Allowlist.
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If you use the _nspbcs_ prefixes in your Planning and Budgeting environment for metadata datasets:
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Update dataset ID prefixes to include custdataset_nspb_ in place of custdataset_nspbcs_. See Metadata Datasets.
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Update data source mappings for existing metadata datasets to include _nspb_ in place of _nspbcs_. For instructions, see Change Data Source Mappings for Metadata Searches and Datasets.
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On each dataset in the list, you can take any of the following actions:
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You can customize the hierarchy of metadata you want to export in the dataset.
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You can manually export and review the hierarchy of metadata in the dataset.
See Manual Export of Dataset Metadata in Planning and Budgeting Sync.
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You can click the dataset to open and customize it directly in NetSuite.
For instructions on how you can customize the dataset, see Customizing a Created Planning and Budgeting Sync Dataset.