> For the complete documentation index, see [llms.txt](https://docs.phocassoftware.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.phocassoftware.com/budgets-and-forecasts/getting-started/take-a-tour-of-budgets-and-forecasts.md).
# Take a tour of Budgets & Forecasts
Learn about the Budgets & Forecasts homepage and how to open a workbook.
{% hint style="info" %}
User permission: Budgets & Forecasts
{% endhint %}
Your budget or forecast workbooks are accessible from both your [Phocas homepage](/basics/getting-started/homepage.md) and [side navigation menu](/basics/getting-started/navigation.md) (Budgets & Forecast menu and Recents menu lists). Budgets & Forecasts also has its own homepage.
Click **Budgets & Forecasts** in the Phocas menu, then click the **Budgets & Forecasts homepage** button in the top-right corner. To open the homepage in a separate browser tab, right-click the button and select **Open link in new tab**.
Your Budgets & Forecasts homepage contains a list of all the workbooks you can access. Your access to a workbook depends on [multiple factors](/budgets-and-forecasts/getting-started/overview-of-key-terms-and-concepts/overview-of-users-and-data-access.md). Even when you have the required user and database permissions, you can only access a workbook if one of these conditions applies:
* You created the workbook (you are the budget owner).
* You are added as an administrator to the workbook.
* You are assigned to a workflow task in the workbook.
* You are added as a viewer of the workbook.
Your Budgets & Forecasts homepage has many of the same features as your Phocas homepage, allowing you to sort and filter the grid or search for specific workbooks.
Depending on your permissions, you can access the following actions from here:
* Click a workbook to open it in the Budgets & Forecasts module.
* [Create a budget workbook](/budgets-and-forecasts/owner-and-administrator/create-a-budget.md)
* [Apply a session filter](/budgets-and-forecasts/contributor/use-session-filters.md)
* [Edit a workbook setup](/budgets-and-forecasts/owner-and-administrator/edit-a-budget-or-forecast-workbook-setup.md)
* [Manage workbook access](/budgets-and-forecasts/owner-and-administrator/manage-user-access-and-notifications.md)
* [Delete published streams](/budgets-and-forecasts/owner-and-administrator/delete-a-stream-budgets-and-forecasts.md)
* [Delete or restore a workbook](/budgets-and-forecasts/owner-and-administrator/delete-or-restore-a-workbook.md)
See the next pages for an overview of what a typical workbook looks like.
{% embed url="" %}
---
# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.
## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.
Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:
```
GET https://docs.phocassoftware.com/budgets-and-forecasts/getting-started/take-a-tour-of-budgets-and-forecasts.md?ask=&goal=
```
`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.
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.
.png?alt=media)
