NetSuite Planning and Budgeting

Here are questions to ask – and some answers you need – to evaluate NetSuite Planning and Budgeting (formerly Planning and Budgeting Cloud Service (PBCS)). You’ll quickly see there’s a cloud strategy matched with Planning and Budgeting as a growth platform to enable faster reporting, deeper understanding and better decisions.

Effective companies are accelerating their data flow using cloud apps and creating knowledge that fuels planning, decision-making, better service and a clearer view of what’s coming next. Oracle NetSuite’s Planning and Budgeting solution enables a single, consolidated platform for creating and sharing plan details and documents – with supporting comments, formulas and worksheets – in a single shared location.

Is your organization considering a next-generation platform to manage your increasingly complex planning and budgeting requirements?

Based on industry-leading Hyperion Planning, NetSuite Planning and Budgeting is a leading middle market cloud solution for budgeting and forecasting, and RSM’s team is ready to help. From evaluation to implementation, rely on an independent advisor to get an unbiased view of current needs and future requirements. Ensuring your project’s success and ongoing performance is RSM’s goal.

Learn how NetSuite licensing works, how much NetSuite costs and how RSM can assist with your qualification process. Download the NetSuite buyer’s Guide>

Save time and increase agility with the details that matter to reduce your budget/planning steps. Instead of disconnected tools or attachments that don’t give you the whole picture, NetSuite Planning and Budgeting aligns operations, finance, planning and front-line staff with the data they need.

Planning and Budgeting Buyer's Guide

Find helpful information about pricing for NetSuite Planning and Budgeting.

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Key Planning and Budgeting Features

C-level executives are moving to ‘connected planning’ to test assumptions, check on markets and work with clients rather than guessing how tomorrow will be different from today. CFOs need to integrate financial and operations reporting then distribute the results quickly, clearly and globally more than ever before. Nimble companies make fast, data-driven decisions. NetSuite Planning and Budgeting takes today’s data and makes it shareable, secured via a Web-ready cloud platform. Get started with:

  • Model-enabled tools integrate data from various sources and enable predictive analytics for projections.
  • Visual dashboards offer multiple models for different users: actual numbers are safely stored while users track forecasts, progress reports and other details.
  • HTML-5 interface delivers the same experience, security and functionality on mobile devices, web native machines or desktop computers.
  • Notes with comments, worksheets, formulas and underlying details about the data to provide reasoning and insight are included. Supporting data and its source is just a click away at every step.

At a glance

Enterprise-level Tools and Flexibility

NetSuite Planning and Budgeting gives insights into sales, spending and finance, but has tools to integrate capital budget plans, workforce spending and staffing along with other operational planning. That gives you focus where it’s needed most, and broad reach only where required. There’s no need to buy extra modules or disable certain features. Upgrade on your terms.

Is Smart View integration included?

Yes, the ability to share comments using Microsoft Word or Excel spreadsheets and formulas are part of the implementation. One particular strength of NetSuite Planning and Budgeting is its history as part of enterprise-grade Hyperion Planning and the ability to use collaboration of existing reports instead of requiring organizational change to fit the software.

World-Class Planning in the Cloud

Oracle NetSuite Planning and Budgeting is a complete planning, budgeting, and forecasting solution that enables organizations of any size to rapidly adopt world-class planning applications, improving forecast accuracy with minimal IT resources.

Fast Adoption

Built-in cloud-specific features make it easy to get users up and running quickly—virtually no training required.

  • Appeal to a wider user community with an intuitive, role-based interface
  • Speed user adoption with built-in starter kits, online help, and tutorials
  • Simplify administration with application diagnostics

First-in-Class Functionality

Improve forecast accuracy. Connect operational assumptions to financial outcomes. Predictive planning and rolling forecasts enable you to project future performance and create alternative scenarios.

  • Streamline processes with flexible workflow and plan management capabilities
  • Quickly create reports with an intuitive user interface and full Excel integration
  • Simplify reporting with built-in management reporting capabilities
  • Forecast performance accurately with rolling forecasts and best practices

Flexible Deployment

Meet today’s business requirements and be ready for the future. Leverage Oracle’s best-in-class cloud technology to deploy a world-class budgeting solution with the latest business innovations.

  • Reduce implementation costs with a packaged solution
  • Combine and securely move data across on-premises and cloud systems
  • Integrate data from Oracle NetSuite and other ERP systems
  • Leverage existing IT investments

Partner with RSM for the right NetSuite Planning and Budgeting fit

The timing of cloud migration can be crucial in choosing how and when to implement a planning toolkit. Is your data ready? Are your people ready for training? Can your partners access and benefit from data access?

It’s time to stop sending Excel spreadsheets as attachments with guesswork or local details that cannot show granular details. Using actual data with faster, more accurate reports allows adjustments in pricing, discounts, spending plan or modeling that affect your bottom-line. With a cloud-based service, data gets even more useful when it is centralized, consistent and sharable.

NetSuite Planning and Budgeting uses the same cloud-based Microsoft Office tools your organization already knows, so the upgrade path is easier. Access controls and security offer options for sharing data, compliance and audit tracking to simplify who can use specific tools and databases.

Get a customized evaluation

If you’re ready to upgrade your planning capabilities and have NetSuite in place, talk with RSM about the industry-leading enterprise tools in Planning and Budgeting. Count on RSM for a step-by-step guide to purchasing, implementing and learning Planning and Budgeting. Options are flexible: from a single line of business to an enterprise-wide rollout that connects your CFO with sites worldwide.

RSM has been a go-to resource for Oracle NetSuite solutions for over a decade, across a wide range of industries and over 1,500 middle-market companies.

Why partner with RSM?

What RSM brings

  • Deep industry knowledge
  • Personalized service from local offices
  • Proven implementation methodologies from 30+ years of ERP and CRM experience
  • On-shore client support
  • Largest Global NetSuite Partner serving  1,500+ NetSuite Clients since 2004


  • NetSuite Worldwide Solution Provider Partner of the Year 2013-2014, 2016-2020
  • NetSuite SuiteCommerce Partner of the Year 2019
  • Accounting Today VAR 100: Ranked #1 2015-2021
  • Bob Scott’s Insights Top 100 VAR 2011-2021


  • SuiteSuccess
  • SuiteCommerce Digital Agency Partner
  • SuiteCommerce In-Store 
  • ERP Consultants
  • SuiteCloud Developers
  • SuiteFoundation 
  • ARM and Multi-Book 
  • SDN Partner