Adding the Planning and Budgeting Sync Portlet to Your Home Page
To personalize your home page, you can add the Planning and Budgeting Form/Dashboard Portlet portlet to the dashboard.
To add the portlet to your home page:
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In NetSuite, go to your home page.
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Click the Personalize link in the upper-right corner of your dashboard, or use the Personalize Dashboard link in the Settings portlet.
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On the SuiteApps tab, click the icon of the portlet you want to appear on your dashboard, or drag it onto the dashboard.
Related Topics
- Planning and Budgeting Sync Portlets
- Accessing NetSuite EPM Overview Portlets
- Planning and Budgeting Form/Dashboard Portlet
- Planning and Budgeting Substitution Variables Portlet
- Job Execution Portlet
- Execution Logs Portlets
- Planning and Budgeting Account Balance Portlet
- Planning and Budgeting Sync Checklist Portlet