Oracle NetSuite Planning and Budgeting for Administrators Course Overview

Enrol for 1-day Oracle NetSuite Planning and Budgeting for Administrators training course from Koenig Solutions. It is designed to learn the key concepts to configure Oracle NetSuite Planning and Budgeting and maintain the integration between NetSuite and Planning and Budgeting. In this training class, you will learn how to build and configure the application, dimensions and user defined elements.

Target Audience:

  • Administrator or controller that need to configure and maintain Planning and Budgeting.
  • Anyone responsible for configuring and maintaining the Planning and Budgeting integration with NetSuite.

This is a Rare Course and it can be take up to 3 weeks to arrange the training.

  • 1. Do you have limited Window for training?
  • 2. Can you only spend 4-hours per day?
  • 3. Do you want to start training immediately?
  • If your answer is yes to any one of the above, you need 1-on-1- Training
The 1-on-1 Advantage
Flexible Dates
4-Hour Sessions
  • View video
  • The course will be free if we are not able to start within 7 days of booking.
  • Only applicable for courses on which this logo appears.

Your will learn:

Module 1: Describing the Planning Application and Navigating the User Interface
  • Overview of Oracle NetSuite Planning and Budgeting
  • Accessing and Navigating Planning and Budgeting
  • Planning Application Overview
  • Aliases, Currencies, Years and Periods
  • Setting up Scenarios and Versions
  • Planning Dimensions
  • Managing Dimensions
  • Adding Entity and Account Dimensions
  • Creating User-Defined Elements
  • Setting up Exchange Rates
  • Creating Task Lists
  • Creating and Enhancing Forms
  • Managing Business Rules
  • Entering Data in Planning
  • Submitting Data in Forms
  • Filtering, Sorting, Spreading and Adjusting Data
  • Annotating and Analyzing Data
  • Introducing Smart View for Office
  • Navigating Planning Tasks in Smart View
  • Analyzing Data with Smart View
  • Administering Planning with Smart View
  • Integrating Planning and Budgeting with Other Oracle Applications
  • Loading Metadata
  • Migrating Data from On-Premise Applications
  • Loading and Calculating Data
Live Online Training (Duration : 8 Hours) Fee On Request
Group Training Date On Request
1-on-1 Training
4 Hours
8 Hours
Week Days

Start Time : At any time

12 AM
12 PM

1-On-1 Training is Guaranteed to Run (GTR)
Classroom Training (Available: London, Dubai, India, Sydney, Vancouver)
Duration : On Request
Fee : On Request
On Request
Classroom Training is available. Enquire for the fee Click
Comfort Track

If you think 8 hours is too fast, we can offer Comfort Track for 16 hours

Course Prerequisites
  • Basic Computer Knowledge.
  • Access and navigate Planning and Budgeting?
  • Create a new planning application?
  • Build and configure dimensions and their elements?
  • Build and configure user defined elements?
  • Create forms?
  • Manage business rules?
  • Enter and submit data in forms?
  • Filter, sort and spread data?
  • Adjust data?
  • Annotate and analyze data?
  • Navigate planning tasks in Smart View?
  • Analyze data with Smart View?
  • Configure and use an approval process?
  • Import and export metadata?
  • Load calculating data?

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