Analytics 
Rebates 
CRM Create a forecast
1:23 min
This video shows how to convert a budget into a forecast. It is suitable for users who have permission to manage budgets and forecasts.
Supporting documentation
Related video tutorials
Financial Statements Manage budget streams
Learn how to manage your budgets using the Budget menu in Financial Statements. You'll see how budgets are displayed in the Budgets menu, allowing you to easily switch and adjust the budget data shown in your statement.
1:32 min
Budgets & Forecasts 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.
2:46 min
Budgets & Forecasts Contribute to the workflow
Play your part in the budget or forecast workflow. View your assigned tasks, then complete and submit those tasks.
3:03 min
Budgets & Forecasts Spread totals
Distribute total values quickly to determine the individual budget values. You can spread a total you manually enter or a total from a comparison stream, either evenly or proportionally across the period.
4:59 min