Budgeting and Forecasting
25:02 minutes total learning time
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.
Phocas product
9 videos in this learning module
1
Create a new budget workbook
3:03
2
Understanding workflow and task assignment
4:35
3
Enter values into a worksheet
3:08
4
Use sum rows
2:35
5
Use working rows
2:45
6
Delegate a budget line to another user
0:52
7
Workflow history
2:32
8
Publish a completed budget into Phocas
1:57
9
Create a sales budget with multiple drivers
3:35
9 videos in this learning module
1
Create a new budget workbook
3:03
2
Understanding workflow and task assignment
4:35
3
Enter values into a worksheet
3:08
4
Use sum rows
2:35
5
Use working rows
2:45
6
Delegate a budget line to another user
0:52
7
Workflow history
2:32
8
Publish a completed budget into Phocas
1:57
9
Create a sales budget with multiple drivers
3:35
Create a new budget workbook
Create a new budget workbook.
Supporting documentation
Understanding workflow and task assignment
Understanding workflow and task assignment.
Supporting documentation
Enter values into a worksheet
Enter values into a budget or forecast worksheet to complete your tasks in the workflow. Save time using keyboard shortcuts, formulas referencing comparison data, and the copy forward and spread features.
Supporting documentation
Use sum rows
Use sum rows in a budget or forecast worksheet to manually enter values that automatically sum up to the main values. Sum rows allow you to keep your workings within the worksheet, so you and other users can see how you got to the total values and update them easily.
Supporting documentation
Use working rows
Use working rows in a budget or forecast worksheet to manually enter additional details. Working rows are similar to sum rows but more versatile, as you can use the data in formulas to calculate values or simply have it at hand for references purposes.
Supporting documentation
Delegate a budget line to another user
Assign tasks.
Workflow history
See history of cells and workflow.
Publish a completed budget into Phocas
Publish as a data stream in Phocas.
Create a sales budget with multiple drivers
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.
Supporting documentation
Phocas product
Related learning modules
Budgeting and Forecasting: A simple way to re-forecast
Re-forecast as conditions change during the year, using your prepared budget as the starting point.
Budgeting and Forecasting: Headcount driver
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.