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 and Dashboards in Planning and Budgeting Sync.

In the portlet, you can sort each column in the displayed list of forms and dashboards by the following characteristics:

• The type, whether the form or dashboard.

• The name of the form or dashboard, as defined in your Planning and Budgeting.

• The description identifying each form or dashboard.

• 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 the Planning and Budgeting Sync Portlet to Your Home Page.

General Notices