Contribute to the workflow
3:03 min
Play your part in the budget or forecast workflow. View your assigned tasks, then complete and submit those tasks.
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Help & support Related video tutorials
Financial Statements Create a budget from within financial statements
Learn how to quickly create a profit and loss budget from your financial statements using one click budgeting and start working in a ready-to-use workbook.
1:04 min
Budgets & Forecasts Add detail to your budget
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.
2:38 min
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
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