Phocas Academy - Learning modules

Learning modules

Phocas for new users

4 videos

This module for beginners takes you through getting started in Phocas and doing some simple analysis to get fast results from your data. These videos introduce you to features that you will be using every day.
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Budgeting and Forecasting: Headcount driver

2 videos

Learn how to bring employee-related costs into your budget process using Phocas Budgeting and Forecasting’s headcount driver. This module covers setup, controlling who can see data, benefit plan creation and how to leverage the output of the headcount tab in the rest of your budget workbook.
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Choose your own date ranges

3 videos

The data you see in the grid is determined by the period (or date range) you have selected. Learn about selecting, changing and creating periods in Phocas.
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Administration: Setting up users

6 videos

This module covers the essentials of setting up new users in Phocas. Add users, set passwords and manage access to data via restrictions, profiles and permissions.
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Charts

5 videos

Switching from grid to chart view opens up options for various graphical presentation of your data. This module covers basic chart setup through to advanced configuration, with a detailed look at some chart types.
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Administration: Advanced

5 videos

Learn about advanced administration options, including managing how data is shared by your users and how to exclude weekends and public holidays from your results.
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Administration: Defined periods

3 videos

Administrators decide what defined periods (date ranges) appear in the Period dropdown menu for each database. Learn how to maintain these.
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Administration: Profiles, permissions and restrictions

3 videos

A user's profile determines what they can do in Phocas. This module covers assigning profiles and permissions to groups of users or individuals.
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Administration: Setting up users (advanced)

2 videos

If you're experienced in Phocas administration, learn how to save time with features for administrators with multiple users.
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Phocas CRM

13 videos

Phocas CRM is a simple way to keep on top of your business’s customer relationship management. This module takes you through logging and monitoring your sales activity and how to easily see its impact on sales results.
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Budgeting and Forecasting

10 videos

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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Rebates by Phocas

9 videos

Phocas Rebates allows you to calculate and manage the various types of rebates you pay and receive, using the information in a Phocas database. Learn how to use Phocas Rebates, from setting up your first Rebates project though to calculating and posting rebates.
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