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Budgeting and Forecasting: A simple way to re-forecast

Phocas Academy > Learning modules

Budgeting and Forecasting: A simple way to re-forecast

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In this module

Re-forecast as conditions change during the year, using your prepared budget as the starting point.

1
Create a forecast (0:00)

This video shows how to convert a budget into a forecast. It is suitable for users who have permission to manage budgets and forecasts.

2
Explore the forecast workbook (0:00)

This video gives an overview of the key elements of a forecast workbook, including how to save time using the ‘spread’ feature.

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