NetSuite Planning & Budgeting FAQs

Predictive Planning in NSPB is a functionality that allows users to optimize their planning and forecasting estimates via a rigorous, pre-built statistical modeling engine. This will collect historical data, match it to one of several industry-standard statistical models, and generate a dashboard offering predictions for future results. Within this dashboard, users can compare their submitted data with the predicted data, review the data sets for accuracy, and, when appropriate, apply the predicted values directly into their plan and/or forecast. Predictive Planning is automatically enabled on any web form subject to a few specific restrictions around the design of the web form. This functionality is also available as a SmartView add-in.
We have an exchange rates form in PBCS where you can add multiple currencies and exchange rate types that are set-up for each plan type used. To load the exchange rates in PBCS, we can populate the form using SmartView or do a CSV import. We can also set up the data sync to push exchange rates from data sources into PBCS.
First, we need to identify if you have access to view top level data. Permissions can be granted at dimension level so if your access is limited to a base level member only, then you will not be able to see data at top level. If you have confirmed you have access to top level data, then you need to run aggregation rules for data to consolidate at top level. The aggregation rule allows data to get consolidated at top level after making inputs into base level intersection.
Reporting Web Studio is a web-based report authoring solution that allows users to create reports with 3 different reports formats - HTML, PDF and Excel. Reports in SmartView can be created through ad hoc analysis or the use of SmartView functions. Ad hoc reporting in SmartView is much easier to create the reports using SmartView functions, but reports created using the latter allows you to fully utilize Excel functionalities like formatting. If your data has been updated, you will just need to refresh your SmartView reports, and reports created using Reporting Web Studio need to get rerun to be updated
PBCS is now a couple years ahead of on-premise Planning in certain areas — some of which are major. The two applications have a completely different user interface. Hyperion Planning still uses Workspace, while all pods in the cloud no longer have Workspace. The simplified interface is all that's available on PBCS, which has significant advantages. From an administrative perspective, the cloud environment is significantly easier to administer because you don't have to manage things like server-to-server point communications, logs and tuning, etc..
The following are the key components used for interfaces with PBCS.

1. Smartview - an interface used to access and work with PBCS data in Microsoft Excel, Powerpoint and Microsoft Word
2. Web interface - a clean interface for end user tasks in PBCS
3. FDMEE (Data Management) - data transformation tool allowing data movement from various source and targets
4. Essbase - provides PBCS with its multi dimensional database and calculation engine
5. Financial Reporting Studio (FRS) - it is a tool for creating standard financial reports available to run from the workspace
6. Business Rules - this enables powerful and wide ranging calculations
Infolets are self-contained, interactive box-shaped container used to display information using text and charts. This enable the users to view and interact with high level information generated from different sources for quick analysis of data and to provide sound judgment & decision on matters that will require much attention.
The Alias table in PBCS enable the users to display member names in multiple languages. You may load member names for each language into the various alias tables then advise users of the specific regions to select their corresponding alias table as a user preference.
Yes, you can always setup your logo and customize the background of your PBCS instance. You may navigate to Tools>Appearance and specify a logo or background image or select another theme. The logo and background image files must be accessible by URL.