Create a budget
2:46 min
Learn how to create a budget in Budgets & Forecasts. Your budget is built from one of the available Phocas databases, which are either financial or operational. This video focuses on setting up a financial budget.
Supporting documentation
Related video tutorials
Budgets & Forecasts Contribute to the workflow
Play your part in the budget or forecast workflow. View your assigned tasks, then complete and submit those tasks.
3:03 min
Budgets & Forecasts Spread totals
Distribute total values quickly to determine the individual budget values. You can spread a total you manually enter or a total from a comparison stream, either evenly or proportionally across the period.
4:59 min
Budgets & Forecasts Use comparison rows
Use comparison rows in a budget or forecast worksheet to automatically include values from another data stream, such as last year's actuals, last year's budget, the current year's forecast and so on. You can use these values in formulas to calculate the new values or simply have it at hand for references purposes.
4:23 min
Budgets & Forecasts Explore the forecast workbook
This video gives an overview of the key elements of a forecast workbook, including how to save time using the ‘spread’ feature.
2:40 min