Knowledge base

Budgeting & Forecasting (8)

The Martus budgeting tool includes Special Purpose Worksheets, plus the optional modules Personnel Budgeting, Budget Change Requests, and Forecasting.

Budgeting Basics - Learning Path (5)

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Budget Management (10)

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Managing the Budget Cycle (4)

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Export Budget to Financial System (6)

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Special Purpose Worksheets (SPWs) (9)

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Using Statistical Accounts (2)

Budget Change Requests (1)

Budget Change Requests

Forecasting (1)

Forecasts Module Basics

Personnel Budgeting (8)

Martus' position-based personnel budgeting is a unique tool for creating and updating a personnel budget, then posting to your main Martus budget with a single click.

Personnel Budgeting Introduction (4)

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Personnel Budgeting Setup (7)

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Scenario Setup (4)

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Scenarios (11)

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Allocations (3)

Personnel Reports (3)

Summary (Post to Budget) (1)

Summary (Post to Budget)

New Year for Personnel Scenarios (5)

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The Dashboard provides a flexible suite of pre-built reports to meet a wide range of reporting needs. There are very useful reports available under the Planner selection too. The Martus ReportBuilder (included in specific subscriptions) is a terrific tool for custom report creation.

Dashboard and Financial Reports (16)

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Planner Summary Reports (7)

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ReportBuilder - Customized Reporting (14)

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