# 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](https://docs.phocassoftware.com/budgets-forecasts/manage-budgets-and-forecasts/create-a-forecast)

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

**Category**

[Plan & forecast](/content/academy/videos?category=Plan%20&%20forecast/index.html)

**Tags**

[Forecast](/content/academy/videos?tag=forecast/index.html) [Budget](/content/academy/videos?tag=budget/index.html)

## Related video tutorials

### [Create a budget from within financial statements](/content/academy/videos/create-a-budget-from-within-financial-statements/index.html)

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### [Add detail to your budget](/content/academy/videos/add-detail-to-your-budget/index.html)

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.

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### [Set up comparison rows](/content/academy/videos/set-up-comparison-rows/index.html)

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.

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### [Manage the workflow](/content/academy/videos/manage-the-workflow/index.html)

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.

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