Analytics 
Financial Statements 
Budgets & Forecasts 
Rebates 
CRM Easy budget upload
1:35 min
In this video for administrators Tim shows how to import budget data in Designer without the need for complex prep work.
Supporting documentation
Phocas product
Platform Category
Related video tutorials
Platform Design your own database
Learn how to design a new database using our Designer tool. In this video for administrators Tim steps you through connecting to your data source and using drag and drop to map and customize the data. Watch the database build and open straight away in Phocas, ready to start your analysis.
4:34 min
Platform Manage default database restrictions
Learn how to manage default restrictions for all users with access to a database, making it easy to set up a secure, default configuration.
1:30 min
Platform Update users in bulk
Learn how to save time by applying settings, permissions and database restrictions to multiple users at once using Bulk Update. This is often the next step after importing users.
4:30 min
Platform Importing users with CSV Import
In this video for administrators Andy shows how to add multiple users by importing from a CSV text file (e.g., based on an Excel spreadsheet). You can then refine permissions and settings using the bulk update feature.
3:23 min