Budgeting and Forecasting

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.
  • 1
    Introduction to Phocas Budgeting and Forecasting (0:00)
  • 2
    Create a new budget workbook (0:00)
  • 3
    Understanding workflow and task assignment (0:00)
  • 4
    Data entry in the budget worksheet (0:00)
  • 5
    Add more detail with sum lines (0:00)
  • 6
    Working lines (0:00)
  • 7
    Delegate a budget line to another user (0:00)
  • 8
    Workflow history (0:00)
  • 9
    Publish a completed budget into Phocas (0:00)
  • 10
    Create a sales budget with multiple drivers (0:00)


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Common topics: administration, custom mode, charts, rebates, sales