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  • Getting started - Phocas basics
  • Analytics
  • Financial Statements
  • Budgets & Forecasts
    • Get started with Budgets & Forecasts
    • Use workflows
    • Customize your view of a worksheet
    • Use session filters
    • Edit values in a worksheet
    • Refresh a workbook
    • Review the budget or forecast
    • View budget information in a chart
    • Open baseline, comparative or opening balance data
    • Export a workbook or worksheet tab
    • Manage budgets and forecasts
      • Create a budget
      • Clone a workbook
      • Manage the workflow
      • Add tabs (drivers)
        • Balance Sheet tab and Cash Flow tab (for 3-statement budgeting)
        • Manual Entry tab
        • Database tab
        • Headcount driver tab
          • Set up the Headcount driver tab
          • Add (import) employee data
          • Manage Headcount driver users
          • Manage Headcount driver account codes
          • Manage Headcount driver benefits
          • Headcount driver FAQs
          • Delete the Headcount tab
        • Reference tab
        • Lookup tab
        • Allocations tab
        • Manage tabs
        • Calculate and budget loan repayments
      • Customize the format of measures
      • Create a multi-currency budget
      • Create a forecast
      • Edit a budget or forecast workbook setup
      • Add more detail to the budget or forecast
      • Add notes to workbook
      • Roll a budget forward
      • Reorder workbook tabs
      • Publish a budget, forecast or other worksheet tab
      • Manage user access and notifications
      • Delete or restore a workbook
      • Delete a stream
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