NSPB Sync Functionality in NetSuite UI

The NSPB Sync SuiteApp enables you to use NetSuite to access and manage features in your Planning and Budgeting service.

To access the NSPB Sync functionality in the NetSuite UI, log in to your NetSuite account, and hover over the Planning & Budgeting tab. This expands the following menu options for you:

• Tools

  • Forms/Dashboards

  • Import/Export Configuration

  • File Browser

• Setup

  • Substitution Variables

  • Saved Search Settings

  • Dataset Settings

  • Saved Search Allowlist

  • Account Metadata Hierarchy

  • File Encryption Password

  • Sync Checklist

  • Manage Datasets

• Jobs

  • Jobs Calendar

  • Manage Jobs

  • Activity Logs

  • Connection Settings

• Access

  NetSuite Planning and Budgeting

Related Topics

• NSPB Sync Setup Guide
• Required Features for Installing the NSPB Sync SuiteApp
• Installing the NSPB Sync SuiteApp
• Role Permissions for NSPB Sync Users
• Setting Up NSPB Sync
• NSPB Sync Saved Searches
• Metadata Export to Planning and Budgeting
• Using SuiteAnalytics Workbooks and Datasets with NSPB Sync
• NSPB Sync SuiteApp Portlets

General Notices