Analytics 
Financial Statements 
Rebates 
CRM Budgets & Forecasts QuickStart
20:36 minutes total learning time
This module for beginners helps you get started in Phocas Budgets & Forecasts. Learn about the grid, filtering, how you can enter data and submit it for approval, and more.
Phocas product 
Budgets & Forecasts
Budgets & Forecasts 8 videos in this learning module
1
Take a tour of Budgets and Forecasts
2:47
2
Access the budget and your tasks
1:14
3
Customize your view
2:17
4
Filter a worksheet
3:00
5
Enter budget data and submit for approval
2:31
6
Use sum and working lines
3:07
7
Use comparison rows
2:57
8
Use formulas
2:43
8 videos in this learning module
1
Take a tour of Budgets and Forecasts
2:47
2
Access the budget and your tasks
1:14
3
Customize your view
2:17
4
Filter a worksheet
3:00
5
Enter budget data and submit for approval
2:31
6
Use sum and working lines
3:07
7
Use comparison rows
2:57
8
Use formulas
2:43
Take a tour of Budgets and Forecasts
Learn the basics of Budgets & Forecasts, including how to access your workbooks and navigate the key elements within a budget workbook.
Supporting documentation
Access the budget and your tasks
Learn about your role as a workflow contributor. As a budget or forecast contributor, you're responsible for completing assigned tasks, such as entering and editing values in specific rows of the worksheet.
Supporting documentation
Customize your view
Adjust the standard view of a budget or forecast worksheet to fit your analysis and reporting needs. Depending on your access, some rows may be hidden, but you can still tailor the layout in several ways to suit your preferences.
Supporting documentation
Filter a worksheet
Learn how to customize your view by filtering out rows you don’t need, so you can focus on what matters. Filters are for viewing only, so they don’t affect the publishing process. The full budget or forecast will still be published.
Supporting documentation
Enter budget data and submit for approval
Learn how to contribute to the budgeting and forecasting process by entering and editing values in worksheets, and then submitting your changes for approval.
Supporting documentation
Use sum and working lines
Add extra details to your budget worksheets using sum or working lines on the Main tab. This breaks down values not shown in the Profit and Loss statement, helping you and your team quickly understand where money is coming from or going to.
Supporting documentation
Use comparison rows
Use comparison rows in a budget or forecast worksheet to automatically include values from another data stream, such as last year's actuals, last year's budget, the current year's forecast and so on. You can use these values in formulas to calculate the new values or simply have it at hand for references purposes.
Supporting documentation
Use formulas
Learn how to calculate budget values directly within your worksheet using simple formulas. You can reference cells across different worksheets, working rows, and comparison rows.
Supporting documentation
Phocas product
Budgets & Forecasts 
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