NetSuite Planning and Budgeting

To go to your Planning and Budgeting service directly from NetSuite, you need to store user credentials in NetSuite and define which Planning and Budgeting environment you want NetSuite to connect to. For instructions, see Connection Settings.

If you then go to Planning & Budgeting > Access > NetSuite Planning and Budgeting in NetSuite, you are redirected to your Planning and Budgeting environment.

Related Topics

NSPB Sync Functionality in NetSuite UI
Forms/Dashboards
Import/Export Configuration
File Browser
Substitution Variables
Saved Search Settings
Saved Search Allowlist
Account Metadata Hierarchy
File Encryption Password
Sync Checklist
Jobs Calendar
Manage Jobs
Activity Logs

General Notices