# contributor - [Customize your view](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/customize-your-view.md): Change the standard view of the data in a worksheet to suit your analysis and reporting needs. - [Filter a worksheet (search for items)](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/customize-your-view/filter-a-worksheet.md) - [Group period columns](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/customize-your-view/group-period-columns.md): Group several period columns in a worksheet into one column that displays the total of value. - [Use layouts](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/customize-your-view/use-layouts.md): Save and share multiple layouts for each worksheet to get different views of a budget or forecast. - [Use session filters](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/use-session-filters.md): Use session mode to filter the workbook to only include the data you're interested in. The workbook will then load much quicker and be faster to navigate (fewer clicks required). - [Refresh a workbook](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/refresh-a-workbook.md): Clear the cache and ensure you have the most up-to-date data. - [Edit values in a worksheet](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/edit-values-in-a-worksheet.md): Play your part in the budgeting and forecasting workflow by entering and editing values in the worksheets. - [Open workbook notes](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/edit-values-in-a-worksheet/open-workbook-notes.md): Check the workbook notes for instructions for completing the budget, details on how the budget model was built, or any other helpful information provided by the budget owner. - [Use keyboard shortcuts](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/edit-values-in-a-worksheet/use-keyboard-shortcuts.md): Save time by using these common keyboard shortcuts in the budget and forecast worksheets, whether you're using Windows or Mac. - [Copy and paste values](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/edit-values-in-a-worksheet/copy-and-paste-values.md) - [Use comparison rows](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/edit-values-in-a-worksheet/use-comparison-rows.md): Add comparison rows to your worksheets to view comparative data alongside your budget data and help you edit those values. This information can be used in formulas or just for reference purposes. - [Use sum and working lines](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/edit-values-in-a-worksheet/use-sum-and-working-lines.md): Add extra details to your worksheets to help you complete your budget data entry. - [Use formulas](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/edit-values-in-a-worksheet/use-formulas.md): Use formulas to calculate your budget values, taking advantage of the inbuilt functions. - [Spread totals](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/edit-values-in-a-worksheet/spread-totals.md): Use the built-in options for distributing a value over the period to save time when entering values. - [Revert to the baseline values](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/edit-values-in-a-worksheet/revert-to-the-baseline-values.md): Undo all the changes you make in a worksheet. - [Edit the Balance Sheet budget](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/edit-values-in-a-worksheet/edit-the-balance-sheet-budget.md): Learn about the unique characteristics of a Balance Sheet budget that impact the editing process. - [View and use headcount data](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/edit-values-in-a-worksheet/view-and-use-headcount-data.md): View your organization’s full-time equivalent (FTE) and headcount data and use it when entering the budget values. - [Use workflows](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/use-workflows.md): Learn about workflows, a core concept in the Budgets & Forecasts module. - [Contribute to the workflow](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/use-workflows/contribute-to-the-workflow.md): Learn about the role of a workflow contributor. - [View the workflow history](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/use-workflows/view-the-workflow-history.md) - [View workflow comments](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/use-workflows/view-workflow-comments.md) - [View budget information in a chart](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/view-budget-information-in-a-chart.md): Visually explore and interact with your budget information in a chart format. - [Open baseline, comparative, or opening balance data](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/open-baseline-comparative-or-opening-balance-data.md) - [Review the budget or forecast](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/review-the-budget-or-forecast.md): Learn about the features that will help you during the review process. - [Add and view cell comments](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/review-the-budget-or-forecast/add-and-view-cell-comments.md) - [View and restore the cell history](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/review-the-budget-or-forecast/view-and-restore-the-cell-history.md) - [View the audit log](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/review-the-budget-or-forecast/view-the-audit-log.md) - [Compare actuals, budgets and forecasts](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/review-the-budget-or-forecast/compare-actuals-budgets-and-forecasts.md): Learn how to use the Financial Statements and Budgets & Forecasts modules together. - [Select and analyze data](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/review-the-budget-or-forecast/select-and-analyze-data.md) - [Export a workbook or worksheet tab](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/export-a-workbook-or-worksheet-tab.md): Export the data as an XLSX file for use elsewhere. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.phocassoftware.com/budgets-and-forecasts/contributor.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.