# Owner and administrator - [Manage budgets and forecasts](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/manage-budgets-and-forecasts.md): Create, customize, and maintain your organization's budget and forecast workbooks. - [Create a budget workbook](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/create-a-budget.md): Start the budgeting process by creating a budget workbook. - [Best practices for efficient budgeting](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/create-a-budget/best-practices-for-efficient-budgeting.md): Get solutions and knowledge of best practice to help you avoid performance issues and improve your budgeting processes and user experience. - [Filtered budget or forecast](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/create-a-budget/filtered-budget.md) - [Budget by region and branch](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/create-a-budget/budget-by-region-and-branch.md): Use the combined features of the Financial Statements and Budgets & Forecasts modules to efficiently budget at a regional and branch level. - [Multi-currency budget](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/create-a-budget/multi-currency-budget.md) - [Unclassified data](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/create-a-budget/unclassified-data.md) - [Period types in budgets](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/create-a-budget/period-types-in-budgets.md) - [Additional measures for driver-based budgeting](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/create-a-budget/additional-measures-for-driver-based-budgeting.md) - [Secure and distribute a completed budget or forecast](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/create-a-budget/secure-and-distribute-a-completed-budget-or-forecast.md): Use these options to lock down your completed budget or forecast so you can protect the data, prevent accidental changes and safely share the finalized version with others. - [Structure a budget to avoid losing data](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/create-a-budget/structure-a-budget-to-avoid-losing-data.md): Set up your budget or forecast workbook to prevent unexpected changes when underlying dimension groups are modified during the budgeting period. - [Create a forecast workbook](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/create-a-forecast.md): Save a budget workbook as a forecast workbook to estimate the performance in future periods and understand your current direction. - [Clone a workbook](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/clone-a-workbook.md): Clone existing workbooks to save time and maintain consistency when creating new ones. - [Import a budget or forecast](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/import-a-budget-or-forecast.md): Import a budget or forecast file to use as the stream in the baseline data structure of a budget or forecast workbook. - [Roll a budget forward](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/roll-a-budget-forward.md): Rather than copy a budget forward, change the dates in the budget setup to roll it forward into the next period and continue using the same workbook. - [Edit the workbook setup](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/edit-a-budget-or-forecast-workbook-setup.md): Changes the way you set up a budget or forecast workbook. - [Add more detail to a budget or forecast](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/add-more-detail-to-the-budget-or-forecast.md): Add more levels, entities, accounts, and categories to a budget or forecast. - [Add worksheet tabs (drivers)](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/add-worksheet-tabs.md): Add worksheet tabs to a workbook to include extra details and automatically drive budget and forecast values. - [Balance Sheet and Cash Flow tabs](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/add-worksheet-tabs/balance-sheet-cash-flow-tabs.md): Add a Balance Sheet worksheet tab in your Profit and Loss budget workbook for your Balance Sheet budget and automatically derive your Cash Flow for 3-statement budgeting. - [Manual Entry tab](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/add-worksheet-tabs/manual-entry-tab.md): Add a blank worksheet tab in a budget or forecast workbook in which you can manually enter data for reference purposes. - [Database tab](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/add-worksheet-tabs/database-tab.md): Add a Database tab in your financial budget workbook to connect to data in another database and drive budget values. - [Bring in data from another database](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/add-worksheet-tabs/database-tab/bring-in-data-from-another-database.md): Learn how to include operational data in your financial budget for more detailed budgeting. - [Headcount tab](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/add-worksheet-tabs/headcount-tab.md): Add a Headcount tab in your financial budget workbook to budget employee-related costs and automatically drive expense accounts in the Main tab. - [Headcount tab FAQs](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/add-worksheet-tabs/headcount-tab/headcount-tab-faqs.md) - [Reference tab](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/add-worksheet-tabs/reference-tab.md): Add a Reference tab in a budget or forecast workbook to connect to data in another database. - [Lookup tab](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/add-worksheet-tabs/lookup-tab.md): Add a blank, structured worksheet tab in a budget or forecast workbook in which you can manually enter data for inputs or assumptions. - [Allocations tab](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/add-worksheet-tabs/allocations-tab.md): Add an Allocation tab in your financial (Profit and Loss) budget workbook to split costs, revenue, and other items across different areas of your organization. - [Scratch Pad tab](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/add-worksheet-tabs/scratch-pad-tab.md): Add a blank, unstructured worksheet tab in a budget or forecast workbook in which you can import external data. - [Manage worksheet tabs](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/manage-worksheet-tabs.md): Take action with the worksheet tabs added to the budget and forecast workbooks. - [Edit the comparison setup](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/edit-the-comparison-setup.md): Add comparison rows to give your team the context they need, such as last year’s actuals or forecasts, so they can make smarter, data-driven budget edits with instant variance insights. - [Add notes to a workbook](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/add-notes-to-workbook.md): Use workbook notes to give users instructions for completing the budget or forecast, details on how the budget model was built, or any other useful information. - [Customize the format of measures](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/customize-the-format-of-measures.md): Override the default formatting of the values you see in a worksheet to suit your budgeting needs. - [Manage the workflow](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/manage-the-workflow.md): Learn about the steps involved in managing the workflow for a worksheet. - [Manage user access and notifications](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/manage-user-access-and-notifications.md): Manage access to the headcount and workflow notification features at a global level, and manage access to each workbook and its individual worksheet tabs. - [Publish a budget, forecast or other worksheet tab](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/publish-a-budget-forecast-or-other-worksheet-tab.md): Publish the budget or forecast data to the underlying database so others can use it for analysis and reporting or export it to Microsoft Excel for use elsewhere. - [Fix the baseline in a budget](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/fix-the-baseline-in-a-budget.md): Learn how to disassociate a budget from its baseline values, so those values become fixed and no longer update automatically. - [Delete or restore a workbook](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/delete-or-restore-a-workbook.md) - [Delete a stream](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/delete-a-stream-budgets-and-forecasts.md) --- # 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/owner-and-administrator.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.