Work with budget data
16:16 minutes total learning time
Re-forecast as conditions change during the year, using your prepared budget as the starting point.
Phocas product 
Budgets & Forecasts
Budgets & Forecasts 5 videos in this learning module
1
Edit values in a worksheet
2:30
2
Use formulas
2:43
3
Use sum and working lines
3:07
4
Use comparison rows
2:57
5
Spread totals
4:59
5 videos in this learning module
1
Edit values in a worksheet
2:30
2
Use formulas
2:43
3
Use sum and working lines
3:07
4
Use comparison rows
2:57
5
Spread totals
4:59
Edit values in a worksheet
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 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
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
Spread totals
Distribute total values quickly to determine the individual budget values. You can spread a total you manually enter or a total from a comparison stream, either evenly or proportionally across the period.
Supporting documentation
Phocas product
Budgets & Forecasts 
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