Learn how to build a budget 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.
| Tip |
|---|
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
| Page Tree | ||||
|---|---|---|---|---|
|
Use workflows
| Page Tree | ||||
|---|---|---|---|---|
|
Edit a budget worksheet
| Page Tree | ||||
|---|---|---|---|---|
|
Create and manage budgets - Advanced user guide
Manage a budget workbook
| Page Tree | ||
|---|---|---|
|
Use drivers
| Page Tree | ||
|---|---|---|
|