NetSuite Planning & Budgeting (PBCS): Administrator On Demand

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Audience

NetSuite implementation consultants, developers and system administrators

On Demand Subscription

Access to course materials: 90 days for ONE student

Default access to hands-on lab environment: 14 days (lab extensions are available to purchase if required) 

Learning objectives

Learn how to design and build NetSuite Planning & Budgeting (PBCS) applications, develop planning and budgeting models and load and manipulate data and metadata in PBCS applications. Gain an in-depth understanding of how to make efficient use of the capabilities and extensibility of PBCS. Learn how to leverage the potential of this powerful solution in order to build more effective applications and workflows.

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Course description

This course focuses on the options, functionality and design considerations that impact the performance of NetSuite Planning and Budgeting (PBCS) applications. You'll learn how to apply best practice techniques during the development process.

You'll learn about the multi-dimensional hierarchies supported by PBCS and gain an appreciation of the complexities and possibilities of the solution. Find out what can be achieved through a detailed understanding of the underlying structure of the PBCS solution. Learn how to build data forms, load data, explore more detailed calculations and understand the planning cycle. See the ways in which plan data can be adjusted, translated into different currencies and aggregated within PBCS.

This course will equip attendees with the necessary tools and knowledge to design and build effective, responsive and highly optimised applications.

Major Topics

  • Solution overview
  • Overview of PBCS functionality
  • Navigation of the interfaces
  • Review key terms and concepts
    Review the key NetSuite PBCS terms relating to dimensions, members and the wider application. Explore the concepts that are key to the planning process in PBCS to gain a "big picture" understanding.
  • Loading metadata
  • Data entry methods
  • Adjusting forecasts
    A variety of adjustment techniques are available when working with PBCS, allowing you to amend individual values or adjust whole data ranges as required.
  • Comparing budget versions
    PBCS allows for multiple versions of your budgets and forecasts to be prepared. Discuss how this functionality can be leveraged to provide an iterative planning process.
  • Rolling forecasts
  • The approvals process
  • Application Migration
    Discover how to move artefacts between development and production applications. Find out how to back up an application.
  • Basic calculation and member formulas
  • Managing exchange rates
  • Understanding security
    Control access to an application and its components

 

  • Overview of Financial Reporting Studio
  • Understand more about running Financial Reports and get an overview of Financial Reporting Studio.
  • Smart View
    - Ad Hoc Analysis
    Discover the benefits of using Ad Hoc Analysis functionality to create queries and analyse data from PBCS. 
    - Smart View across Microsoft Office
    Understand how Smart View can be used across the suite of Microsoft Office products such as Word, PowerPoint and Outlook.
  • Review of architecture
  • My Services
  • Application and plan types
  • PBCS dimensionality
  • Creating applications
    Explore the variety of options and design decisions available when creating new PBCS applications.
  • Designing Data forms & task lists
    Task lists guide users through the planning process and data forms provide a window to the database for the review and manipulation of data
  • Building Custom menus
    Learn how to enhance navigation within PBCS through the development of custom menus that enable users to more easily access custom content.
  • Grid diagnostics
  • Data Auditing

  • Setup of NetSuite data integration and Data Management (FDMEE)
  • Designing an Approvals Process
    Undertake a simple approvals process in order to review the various available options for the promotion, delegation and sign off of planning data. You’ll discover how to set up a Planning Unit hierarchy and perform the required Scenario and Version assignment.
  • Advanced calculation
    Understand how to work with Calculation Manager to design, maintain and deploy more advanced business rules for a PBCS application.
  • Substitution variables
    Add flexibility through the use of dynamic substitution variables for use in data forms and business rules.
  • Top-down allocations and bottom-up strategies
  • Translation and aggregation
    When working with multi-currency applications, you can automate the translation of data to the available reporting currencies.
  • Driver-based planning
    Customisable calculations allow you to embed a driver-based approach in your planning process.
  • Understanding EPM Automate
    Discover how the EPM Automate utility can help to streamline and automate common tasks such as loading data and managing the Cloud environment.

Hands-On Labs

Your subscription gives you 90 days of access to the course materials. We also provide 28 days of access to a live hands-on lab environment. Once the lab has been made available it cannot be suspended and will be available for a minimum of 28 consecutive days. You can request a start date for access to your hands-on lab. You will use the same environment for all workshops in this course and these should be completed within 28 days. It is possible to purchase a Hands-On Lab Extension for an additional 14 or 28 days. Keyteach will monitor the use of the hands-on lab and we reserve the right to cancel access to the course (without notice) if we believe it is in use by more than one named user.

Help from an Instructor

This is a self-paced course and you should be able to watch the videos and navigate through the course on your own. If you experience any difficulties or would like an opportunity to ask questions of our instructors, we will be happy to help. Please note that whilst we provide personalised support, we cannot provide one-to-one tuition across the entire course.  We will respond to any request for assistance within one working day (24 hours). 

Detailed course agenda / Justification for your manager 

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Build solid expertise in your own time at your convenience

Administrator On Demand training is our most robust and flexible self-paced training option gives you the benefits of an instructor-led experience with instant access to course materials that you can download and keep. The learning experience is highly interactive with hands-on lab access to the real software. We're available to provide personalised support to help you build solid expertise in your own time at your convenience. The content is video-based, with plenty of additional reading, whiteboard presentations and structured workshops to provide comprehensive and flexible learning. 

Named Users

Your subscription is for an named individual and students should not share access to the course or distribute the course materials under any circumstances. Keyteach will monitor the use of the course and the associated hands-on lab and we reserve the right to cancel access to the course (without notice) if we believe it is in use by more than one named user.