In this module
Learn how to use the tools in Phocas Budgeting and Forecasting to streamline your budgeting process, work collaboratively yet safely and control workflow. In this module of videos, see the results of combining an intuitive Phocas interface with familiar spreadsheet formats.
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1Introduction to Phocas Budgeting and Forecasting (0:00)In this video, Page gives an overview of Phocas Budgeting and Forecasting. See how to take advantage of financial and other drivers (e.g., sales or purchasing) already in your ERP or Phocas environment and learn about user-friendly workflows.
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2Create a new budget workbook (0:00)Create a new budget workbook.
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3Understanding workflow and task assignment (0:00)Understanding workflow and task assignment.
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4Data entry in the budget worksheet (0:00)Adding data in the worksheet.
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5Add more detail with sum lines (0:00)Sumlines.
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6Working lines (0:00)Working lines.
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7Delegate a budget line to another user (0:00)Assign tasks.
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8Workflow history (0:00)See history of cells and workflow.
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9Publish a completed budget into Phocas (0:00)Publish as a data stream in Phocas.
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10Create a sales budget with multiple drivers (0:00)Dan demonstrates how to create a Sales budget using multiple measures for driver-based budgeting. In this example, Dan brings in quantity, price and margin as additional values and uses them to calculate cost of sales, as well as adding working and reference lines to help drive the budget.
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Common topics: administration, custom mode, charts, rebates, sales
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