Learn how to build a budget Phocas Budgets and Forecasts, available for Phocas Cloud customers, enables you to build budgets collaboratively based on your financial reports and other data, such as your Sales database. Assign security and share workflows with colleagues, so they can directly contribute to the budget. Publish and use the budget information to guide your organization’s business decision making and plan with confidence.
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Watch the Phocas Academy video Introduction to Phocas Budgeting and Forecasting to get an overview of the Budgets and Forecasts module, see how to take advantage of financial and other drivers already in your ERP or Phocas environment, and learn about user-friendly workflows. |
Contribute to the budget - Basic user guide
Get started
. You can then save your budgets as forecasts to refine your projections as time progresses. Your published budgets and forecasts can be viewed in the Financial Statements and Analytics modules, where they can guide your organization’s decision-making and planning.
Use the search box to quickly find what you are looking for, click one of the key topics below, or browse the full list of pages in the menu on the left.
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Get started with Budgets and Forecasts
Use workflows
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Edit a budget worksheet
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Create and manage budgets - Advanced user guide
Manage a budget workbook
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Use drivers
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New features
Read our Release notes Learn about the Workflow feature that controls how users contribute to the budget process.
Customize your view of a worksheet
Set up a worksheet to suit your needs; change the data you see and how it’s laid out.
Edit values in a worksheet
Get to work! Complete your assigned workflow tasks by editing the data in the worksheets.
Manage budgets and forecasts
Create the workbooks and manage the workflow, then publish the completed budgets and forecasts.
Review the budgets and forecasts
Use tools, such as the audit log and workflow history, to understand who did what and why.
Keep up with the latest changes. Read the Budgets and Forecasts release notes.
Can’t find what you are looking for? Raise a Customer Support Desk request.
Want to learn more about Phocas Budgets and Forecasts? Visit our website.