Access the budget and your tasks
1:14 min
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.
Supporting documentation
Phocas product 
Budgets & Forecasts
Budgets & Forecasts Category
Related video tutorials
Budgets & Forecasts 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.
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Budgets & Forecasts 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.
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Budgets & Forecasts Contribute to the workflow
Play your part in the budget or forecast workflow. View your assigned tasks, then complete and submit those tasks.
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