Budget Management - October 2022

Modified on Fri, Oct 27, 2023 at 2:54 PM

This webinar presented a comprehensive overview of Budget Management:

  • Methods for updating budgets
  • A quick look at the advantages of Worksheet 2.0
  • Review of the budget approval workflow
  • Tips for quickly assigning and removing owners and approvers
  • Forecasting and reforecasting, especially looking at mid-year reforecasts
  • Using "load actuals" to bring actuals to date into a reforecast budget
  • Starting your annual budget cycle


There's even a quick peek at the Enhanced Forecast report template that is part of Martus' new ReportBuilder tool!



Powerpoint Deck

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