Budgets & Forecasts

Phocas Budgets & Forecasts allows you to collaboratively build budgets based on your financial reports and other data, then save your budgets as forecasts to refine your projections over time.

Your published budgets and forecasts can be viewed in the Financial Statements and Analytics modules, guiding your organization’s decision-making and planning.

Use the search box to quickly find what you are looking for, click one of the key topics below, or browse the full list of pages in the menu on the left.

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Take a tour of Budgets & Forecasts

Explore the features on the Budgets & Forecasts homepage and workbooks.

Use workflows

Learn about the Workflow feature that controls how users contribute to the budget process.

Customize your view of a worksheet

Set up a worksheet to suit your needs; change the data you see and how it’s laid out.

Edit values in a worksheet

Get to work! Complete your assigned workflow tasks by editing the data in the worksheets.

Manage budgets and forecasts (advanced)

Create the workbooks and manage the workflow, then publish the completed budgets and forecasts.

Review the budgets and forecasts

Use tools, such as the audit log and workflow history, to understand who did what and why.

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Want to know what's new? Read our release notes

Can’t find what you are looking for? Raise a Customer Support Desk request