Analytics 
Financial Statements 
Rebates 
CRM Phocas Budgets & Forecasts
22:48 minutes total learning time
Learn how to use the tools in Phocas Budgets & Forecasts to streamline your budgeting process, work collaboratively yet safely and control workflow. In this module of videos, see the results of combining an intuitive Phocas interface with familiar spreadsheet formats.
Phocas product
Budgets & Forecasts 8 videos in this learning module
1
Create a budget
2:46
2
Understanding workflow and task assignment
4:35
3
Enter values into a worksheet
3:08
4
Use sum rows
2:35
5
Use working rows
2:45
6
Delegate a budget line to another user
0:52
7
Workflow history
2:32
8
Create a sales budget with multiple drivers
3:35
8 videos in this learning module
1
Create a budget
2:46
2
Understanding workflow and task assignment
4:35
3
Enter values into a worksheet
3:08
4
Use sum rows
2:35
5
Use working rows
2:45
6
Delegate a budget line to another user
0:52
7
Workflow history
2:32
8
Create a sales budget with multiple drivers
3:35
Create a budget
Learn how to create a budget in Budgets & Forecasts. Your budget is built from one of the available Phocas databases, which are either financial or operational. This video focuses on setting up a financial budget.
Supporting documentation
Understanding workflow and task assignment
Understanding workflow and task assignment.
Supporting documentation
Enter values into a worksheet
Enter values into a budget or forecast worksheet to complete your tasks in the workflow. Save time using keyboard shortcuts, formulas referencing comparison data, and the copy forward and spread features.
Supporting documentation
Use sum rows
Use sum rows in a budget or forecast worksheet to manually enter values that automatically sum up to the main values. Sum rows allow you to keep your workings within the worksheet, so you and other users can see how you got to the total values and update them easily.
Supporting documentation
Use working rows
Use working rows in a budget or forecast worksheet to manually enter additional details. Working rows are similar to sum rows but more versatile, as you can use the data in formulas to calculate values or simply have it at hand for references purposes.
Supporting documentation
Delegate a budget line to another user
Assign tasks.
Workflow history
See history of cells and workflow.
Create a sales budget with multiple drivers
Dan demonstrates how to create a Sales budget using multiple measures for driver-based budgeting. In this example, Dan brings in quantity, price and margin as additional values and uses them to calculate cost of sales, as well as adding working and reference lines to help drive the budget.
Supporting documentation
Phocas product
Budgets & Forecasts 
Related learning modules
Budgets & Forecasts A simple way to re-forecast
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