Portlets for Planning and Budgeting Financials in NetSuite
For Planning and Budgeting Financials, you can take advantage of the following NSPB Sync portlets in NetSuite:
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To check the current status of your NSPB Sync configuration, or to set it up quickly, you can use the NSPB Sync Checklist Portlet.
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For monthly maintenance of your NetSuite account, you can use the following NSPB Sync portlets:
Tip:Best practices for doing the monthly maintenance on your NetSuite account:
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Check the Planning & Budgeting Substitution Variables Portlet to make sure that all the substitution variables in your Planning and Budgeting are up to date.
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Execute a job from the Job Execution Portlet.
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Watch the progress of the job execution in the corresponding Execution Logs portlet. See Execution Logs Portlets.
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Click the Refresh icon on the Planning & Budgeting Account Balance Portlet to upload the account balance from your Planning and Budgeting.
To access these portlets, you need to add them manually to the Planning & Budgeting page in NetSuite. For instructions, see Accessing Planning & Budgeting Overview Portlets.
The following screenshot shows an example of a customized Planning & Budgeting page: