Use working rows
Use working rows in a budget or forecast worksheet to manually enter additional details. Working rows are similar to sum rows but more versatile, as you can use the data in formulas to calculate values or simply have it at hand for references purposes.
Help & support
Have questions or need to report an issue with a Phocas product?Get support
Related video tutorials
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.
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.
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.
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.