Get started with Budgets & Forecasts

Learn the basics of Budgets & Forecasts, including how to access your workbooks and navigate the key elements within a budget workbook.

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.

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.

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.