Budgeting Management Overview
The Budget process is an optional feature in NetSuite Planning and Budgeting Financials that enables you to use Budget-specific tools, forms, and trends. These resources help you to complete your annual budgeting process in the application. Furthermore, you can work on the Budget without disrupting other users who are working on the Forecast.
To begin using the Budget-specific tools, you must enable both the Financials module (if you have not already done so) and the Budget process feature. For more information, see Enabling Planning and Budgeting Financials.
After you enable the Budget process, set the budget-specific substitution variable and user variables. For more information, see Setting Up Values for Substitution and User Variables.
The following topics describe the Budget process flow and the tools and forms that are available to you in the Budget card: