Analytics 
Financial Statements 
Rebates 
CRM Add detail to your budget
2:38 min
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
Help & support Related video tutorials
Budgets & Forecasts 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.
3:14 min
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.
4:00 min
Budgets & Forecasts 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.
2:54 min
Budgets & Forecasts 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.
3:09 min
