Home Academy Video tutorials

Spread totals

4:59 min
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.

Supporting documentation

Phocas product
Budgets & Forecasts Budgets & Forecasts
Tags
Phocas Software help and support
Help & support

Have questions or need to report an issue with a Phocas product?

Get support

Related video tutorials

Manage budget streams
Financial Statements 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
Create a budget
Budgets & Forecasts 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
Contribute to the workflow
Budgets & Forecasts 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
Use comparison rows
Budgets & Forecasts Budgets & Forecasts

Use comparison rows

Use comparison rows in a budget or forecast worksheet to automatically include values from another data stream, such as last year's actuals, last year's budget, the current year's forecast and so on. You can use these values in formulas to calculate the new values or simply have it at hand for references purposes.
4:23 min