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.
Phocas product 
Budgets & Forecasts
Budgets & Forecasts 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
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
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 
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