NetSuite Planning & Budgeting Training
James & Monroe delivers NetSuite Planning & Budgeting (PBCS) training for organisations using Oracle’s NetSuite-integrated planning and budgeting solution. Our trainers have deep hands-on experience implementing and supporting NetSuite PBCS for clients across Australia and New Zealand — so your team learns from people who know the platform inside out.
Training is available through our partnership with Keyteach, covering both standard courses and bespoke training aligned to your NetSuite PBCS application.
What We Cover
- NetSuite Planning & Budgeting Administration — Application setup, dimension management, data loads, and user administration
- Planning & Budgeting for End Users — Data entry, workflow, forms navigation, and reporting
- Reporting & Dashboards — Building and customising reports and dashboards within NetSuite PBCS
- NetSuite ERP Integration — Understanding and managing the data flow between NetSuite ERP and the planning and budgeting module
- Custom Application Training — Training built around your specific NetSuite PBCS configuration and business processes
Training Options
- Instructor-Led Training (ILT) — Live classes delivered in-person or virtually
- E-Learning / On-Demand — Self-paced training available through the Keyteach platform
- Custom Bespoke Training — Tailored training aligned to your NetSuite PBCS application and workflows
Who Should Attend
- Finance and FP&A teams using NetSuite Planning & Budgeting for annual plans, forecasts, and rolling budgets
- System Administrators managing the NetSuite PBCS environment
- IT teams supporting the NetSuite ERP to PBCS integration
- Project teams implementing or extending NetSuite Planning & Budgeting
Our Approach
All J&M training follows our Explore → Employ → Extend framework, ensuring your team builds genuine capability in NetSuite Planning & Budgeting — from foundational understanding through to confident, day-to-day use.
Get in Touch
To discuss NetSuite Planning & Budgeting training for your organisation, please contact us.