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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. Save your budget as a forecast to refine your projections as time progresses.

Watch the Phocas Academy videos 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.

Use the search box to quickly find what you are looking for or browse the list of topics below.

Related pages

Basic user guide - Contribute to the budget and forecast

Get started

Use workflows

Customize your view of a worksheet

Edit a worksheet

Other tasks

Advanced user guide - Manage budgets and forecasts

Manage budgets and forecasts

Use drivers

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