Create a forecast video tutorial | Phocas Academy

Create a forecast

1:23 min

This video shows how to convert a budget into a forecast. It is suitable for users who have permission to manage budgets and forecasts.

Supporting documentation

Create a forecast

Phocas product Budgets & Forecasts](/content/academy/videos?product=Budgets+%26+Forecasts/index.html)

Category

Plan & forecast

Tags

Forecast Budget

Related video tutorials

Create a budget from within financial statements

Learn how to quickly create a profit and loss budget from your financial statements using one click budgeting and start working in a ready-to-use workbook.

1:04 min

Add detail to your budget

Learn how to expand your budget or forecast workbook by adding new worksheet tabs with additional levels, entities, accounts, and categories. The process is the same for both budgets and forecasts, and requires Budgets & Forecasts and Manage Budgets & Forecasts permissions.

2:38 min

Set up comparison rows

Learn how to set up comparison rows, such as last year’s actuals or forecasts, to give your team context for smarter, data-driven budget edits with instant variance insights.

3:14 min

Manage the workflow

Learn how to manage a worksheet’s workflow in Phocas Budgets & Forecasts, whether you’re the budget owner guiding it from start to finish or a budget administrator stepping in when needed.

4:00 min