Planning and Budgeting Sync Configuration Checklist

To make sure you have configured Planning and Budgeting Sync properly, you can use a checklist of tasks to help you quickly set up any missing features. To access the checklist, go to NetSuite EPM > Planning and Budgeting > Configuration Checklist. You need to complete each task on the checklist. You can also use this checklist to validate your current Planning and Budgeting Sync setup.

For details on the checklist, refer to the following table:

NetSuite Column Label	Description
Feature	The list of Planning and Budgeting Sync features to configure.
Status	The configuration status for each feature can be one of the following: If configured correctly, the feature is denoted with a green check mark icon . If not configured, or configured incorrectly, the feature is denoted with a red cross icon . Features where you should check the configuration are denoted with a dash .
Link	Clicking the View link for each feature takes you to the NetSuite page where you can configure the feature.
Instruction	This column shows relevant information about what you need to do to configure a particular Planning and Budgeting Sync feature properly.

NetSuite Column Label

Description

Feature

The list of Planning and Budgeting Sync features to configure.

Status

The configuration status for each feature can be one of the following:

If configured correctly, the feature is denoted with a green check mark icon .
If not configured, or configured incorrectly, the feature is denoted with a red cross icon .
Features where you should check the configuration are denoted with a dash .

Link

Clicking the View link for each feature takes you to the NetSuite page where you can configure the feature.

Instruction

This column shows relevant information about what you need to do to configure a particular Planning and Budgeting Sync feature properly.

For your convenience, you can access the checklist also through the Planning and Budgeting Sync Checklist Portlet.

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