Create a new budget workbook

3:03 min
Create a new budget workbook.

Supporting documentation

David Chambers
Presented by David Chambers
Solutions Consultant
Phocas product
Phocas Software help and support
Help & support

Have questions or need to report an issue with a Phocas product?

Get support

Related video tutorials

Explore the forecast workbook

Explore the forecast workbook

This video gives an overview of the key elements of a forecast workbook, including how to save time using the ‘spread’ feature.
2:40 min
Introduction to headcount driver

Introduction to headcount driver

In this end-to-end overview of Budgeting and Forecasting's headcount driver Dan takes us through importing employee data, adding new hires, adjusting remuneration and allocating benefit plans for the period - all inputs which help drive salaries and wages in the main budget tab. He also shows how useful the headcount ‘Output’ is when budgeting variable workforce-related costs.
5:45 min
Create a benefits plan using headcount driver

Create a benefits plan using headcount driver

In this video Jordena uses Headcount driver to create employee benefit plans and bring them into a budget. Jordena shows how to create benefits based on percent of remuneration, headcount or FTE, allocate the benefits plans and review the output within the overall budget.
3:09 min
How to handle key variables, such as currency, in the budget

How to handle key variables, such as currency, in the budget

Variables such as inflation, exchange rates, price adjustments and so on can impact multiple areas of the budget. In this video Dan shows you how to use a Manual Entry tab to cater for a multi-currency situation. He covers tips such as putting the currencies into working lines on the budget worksheet.
2:57 min
Phocas Software

Let’s talk

Are you interested in becoming a Phocas partner?

Phocas Software

Contact us

Fill in the form below, and we will get back to you as soon as possible.

Phocas Software