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Use workflows to collaborate

15:02 minutes total learning time
This module takes you through working with workflows in Budgets & Forecasts. Learn how to assign and manage tasks, contribute to the workflow, delegate responsibility, and track progress.

5 videos in this learning module

1

Understanding workflow and task assignment

4:35
2

Contribute to the workflow

3:03
3

Delegate a budget line to another user

0:52
4

Manage the workflow

4:00
5

Workflow history

2:32
Understanding workflow and task assignment
Contribute to the workflow
Delegate a budget line to another user
Manage the workflow
Workflow history

Understanding workflow and task assignment

Understanding workflow and task assignment.

Supporting documentation

Contribute to the workflow

Play your part in the budget or forecast workflow. View your assigned tasks, then complete and submit those tasks.

Supporting documentation

Delegate a budget line to another user

Assign tasks.

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

Workflow history

See history of cells and workflow.
Phocas product
Budgets & Forecasts Budgets & Forecasts
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Help & support

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