Analytics 
Financial Statements 
Rebates 
CRM Manage budgets and forecasts
15:55 minutes total learning time
This module shows you how to create, customize, and maintain your organization’s budget and forecast workbooks, so you can keep financial planning clear, accurate, and efficient.
Phocas product 
Budgets & Forecasts
Budgets & Forecasts 5 videos in this learning module
1
Create a budget workbook
3:09
2
Add detail to your budget
2:38
3
Set up comparison rows
3:14
4
Manage the workflow
4:00
5
Publish a budget
2:54
5 videos in this learning module
1
Create a budget workbook
3:09
2
Add detail to your budget
2:38
3
Set up comparison rows
3:14
4
Manage the workflow
4:00
5
Publish a budget
2:54
Create a budget workbook
Learn how to create structured, collaborative budget workbooks in Phocas Budgets & Forecasts, so you can confidently kick off the budgeting process.
Supporting documentation
Add detail to your budget
Learn how to expand your budget or forecast workbook by adding new worksheet tabs with additional levels, entities, accounts, and categories. The process is the same for both budgets and forecasts, and requires Budgets & Forecasts and Manage Budgets & Forecasts permissions.
Supporting documentation
Set up comparison rows
Learn how to set up comparison rows, such as last year’s actuals or forecasts, to give your team context for smarter, data-driven budget edits with instant variance insights.
Supporting documentation
Manage the workflow
Learn how to manage a worksheet’s workflow in Phocas Budgets & Forecasts, whether you’re the budget owner guiding it from start to finish or a budget administrator stepping in when needed.
Supporting documentation
Publish a budget
Learn how to publish your completed budget or forecast data to the underlying database, making it available for dashboards, analysis, and reporting, or export it to Excel for use elsewhere.
Supporting documentation
Phocas product
Budgets & Forecasts 
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