Page Comparison

Is your organization new to Phocas Budgets and Forecasts? This page is for you! The information is summarized into three key steps, which apply to different users, so jump straight to section that applies to you. We’ll add videos to this page soon.

1. Phocas Administrators, enable your team to get started

Are you in charge of your organization’s Phocas access and security permissions? If so, you need to enable your Phocas users to access the Budgets and Forecasts module and determine who will be responsible for managing budgets.

Security is controlled within the Administration> Users > Profile tab. There are two check boxes as shown below. The first checkbox gives users access to the Budgets and Forecasts module and allows those users to be assigned tasks in the budget workflow. The second checkbox gives users the ability to create new workbooks.

See Give users permission to manage Budgets and Forecasts to learn more.

2. Budget owners, create a budget workbook

Are you responsible for creating budgets for your organization? Do you have the Manage Budgets & Forecasts permission? If so, you can be a Budget Owner. It’s time to get the budgeting process started by creating your first budget workbook:

1. Open your Financial or Sales database > click the Actions menu button in the upper right corner of your screen > click Budgets and Forecasts.

2. Click the New drop-down button, then click Budget workbook. The workbook setup window will open.

   • See Create a budget workbook for details on how to set up a workbook.

   • See Overview of Budgets and Forecasts users to learn about how budget administrators can help you manage the budget workbook and the budgeting workflow.

3. Budget contributors,

start budgeting!

Are you going to be adding data to the budget workbook? Read the following pages to get a base understanding of the Budget and Forecasting module and how to perform your part in the budget workflow: