NetSuite Planning and Budgeting (NSPB/PBCS): Administrator
On Demand Training Course (90 days)

Course Duration32 CREDITS

Approx 1,050 minutes (17.5 hours)

90 days
Hands-On Lab Environment
14 days

Recommended CPE Credits

21 CPE Credits (QAS Self Study)

Download the Detailed Course Agenda

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Course Summary

Learn how to design and build NetSuite Planning and Budgeting (NSPB/PBCS) applications. Create planning models that are integrated with NetSuite and gain an in-depth understanding of how to make efficient use of the capabilities and extensibility of Planning and Budgeting for NetSuite. Learn how to leverage the potential of this powerful solution in order to build more effective applications and workflows.

Learning Objectives

By the end of this course learners will be able to:

  • Identify how to build and maintain Netsuite Planning and Budgeting (NSPB/PBCS) applications and metadata
  • Identify how applications can be backed-up and migrated from test to production or to another NetSuite Planning and Budgeting instance
  • Summarize the difference between BSO and ASO and how Data Maps can be used to transfer data between plan types
  • Explain how dimensions and member hierarchies are used to structure and analyze data
  • Recall how to build data/web forms, Dashboards and Infolets
  • Generate basic spreadsheets, reports and data forms
  • Recognize how Business Rules support the financial planning process

Course Description

This course is designed to meet the needs of system administrators from existing implementations as well as new rollouts. It is the essential starting point for creating or managing Netsuite Planning and Budgeting NSPB/PBCS) applications. Key design considerations are explored and best practice is discussed for the build, maintenance and support of Planning and Budgeting applications. This course investigates system design, development and administration and explores how data is submitted, adjusted, reviewed and signed off.

Build metadata hierarchies and assign properties, you will see how to deploy and administer applications, build data forms, establish security, load data, create calculations and gain an understanding of the planning cycle. You will also get an introduction to Financial Reporting Studio and discover a variety of methods for using Smart View to report on Planning data. 


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Course title: NetSuite Planning and Budgeting (NSPB/PBCS): Administrator
On Demand Training

Course Duration: 1,050 minutes (17.5 hours)

Audience: Implementation consultants, developers, system administrators

Pre-requisites: None

Delivery method: QAS Self Study

Advanced preparation: None

Recommended CPE credits: 21 credits - computer software and applications

Programme level: Intermediate

Program Refund and Complaint Resolution Policy: For more information regarding administrative policies such as complaint and refund, please contact our office on +1 855 563 6723 or +44 161 408 7722 or visit our Terms, Conditions and Refunds page.

Keyteach NASBA Registration ID No 115820

Keyteach is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

What is On Demand Learning?

Target audience

Implementation consultants and system administrators.

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.

What's included?

Your subscription gives you 90 days of access to the course materials. We also provide between 14 and 28 days of access to a live hands-on lab environment (subject to the course purchased). Once the lab has been made available it cannot be suspended. 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 your allocated hands-on lab reservation. If you need additional time, it's possible to purchase a Hands-On Lab Extension for an additional 14 or 28 days. 

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 unlimited personalised support, we cannot provide one-to-one tuition across the entire course. We will respond to any request for assistance as soon as possible and within one working day (24 hours).

Hands-On Lab Terms and Conditions

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.


Connect with us

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Stockport, Cheshire, United Kingdom, SK7 5ER

  • USA +1 855 563 6723

  • UK +44 161 408 7722


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