Planning & Budgeting Form/Dashboard Portlet
This portlet enables you to access forms and dashboards that are stored in your Planning and Budgeting. If you want to list a form or dashboard in the portlet, you need to add and set it up in NetSuite, as described in Forms/Dashboards.
In the portlet, you can sort each column in the displayed list of forms and dashboards by the following characteristics:
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The type, whether the form or dashboard.
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The name of the form or dashboard, as defined in your Planning and Budgeting.
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The description identifying each form or dashboard.
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The first line of POVs specified for each form or dashboard.
Click the View link next to a form or dashboard to view it in your Planning and Budgeting. If you are logged in to your Planning and Budgeting account, the form or dashboard opens directly in a new tab.
For instructions on adding the portlet to your dashboard, see Adding NSPB Sync Portlets to Your Home Page.