Webinars
Martus' Webinar series is a great way to keep up to date on Martus!
Upcoming Webinars
Join us for our upcoming Webinars! Each webinar is recorded and historical webinars can be found on the Recent Webinars page.
What's New in Martus - Details coming soon
Come see what is new in Martus and how those new features can make budgeting simpler!
Did you miss a Webinar?
Click here to view a list of recent webinars.
Recent Webinars
Use the links below to easily navigate to all recent webinars:
Quarterly Series - Watch Me Work
These sessions will be interactive with the presenter walking through each step in a live system while you ask questions. Want to know more as we walk through, or want to have something repeated, you can let us know in the live chat!
- Starting a New Budget Cycle
Walk through the steps to start a new budget cycle successfully. Whether you want to use a framework budget, a budget based on last year's budget, or utilize previous year's actuals, we will cover it!- Click here to view the recordings
- Click here to view the recordings
- Starting a New Year in Personnel -
Walk through the steps to successfully start a new budget cycle within Personnel. We will walk through all the steps including copying a scenario, adding, editing and removing employees, positions and pay items, and pushing that scenario into your Planner Budget.- Click here to view the recordings
- Personnel Deep Dive (Rotating topic)
Watch as we walk through Planner Allocations, the Pay Detail tab, and set up and compare multiple scenarios.- Click Here to view the recordings
- End User Basics
Walk through the basics of budgeting and reporting to help you utilize Martus regardless of your position in the organization.- Click here to view the recordings
Deep Dive into Special Purpose Worksheets
Special Purpose Worksheets provide a next level for budgeting.
- Click here to view the recording
Watch Me Work - Dive into Reporting Groups (Rotating topic)
Reporting groups are a part of the Advanced+, Standard+ or Enterprise subscription to Martus and provide a powerful level of flexibility within the ReportBuilder and in Special Purpose Worksheets. Join us as we walk through creating and utilizing Reporting Groups in Martus.
- Click here to view the recordings
Cash Flow Examples
Every budget item implies a balance sheet impact and an effect on cash flow. Martus' Cash Flow Forecasting module allows you to use your budget to produce a projected Balance Sheet and a statement of Projected Cash Flow. Let's dive into the details by exploring some of the simple and more complex projected impacts on the balance sheet and cash flow statement. This includes Fixed Assets, Loans, Prepaid Expenses, and more.
- Click here to view the recording
Watch Me Work - Budgeting Basics
In this webinar, join us as we work through how to update a budget worksheet, the basics of Special Purpose Worksheets and review some of the reporting options in Martus.
9:00 AM EST:
6:00 PM EST/9:00 AM Sydney
To learn more about budgeting in Martus, click here to walk through the Budgeting Basics learning path.
Watch Me Work - Personnel Deep Dive
Walk through the deeper aspects of personnel. This session will look at managing FTEs, allocations, updating Pay Items and more.
We have provided both recordings as the nature of these webinars means that each session is unique and has slightly different information.
9:00 AM EST:
5:00 PM EST/9:00 AM Sydney
Watch Me Work - New Budget Cycle
Walk through the steps to start a new budget cycle successfully. Whether you want to use a framework budget, a budget based on last year's budget, or utilize the previous year's actuals, we will cover it!
We have provided both recordings as the nature of these webinars means that each session is unique and has slightly different information.
9:00 AM EST:
5:00 PM EST/9:00 AM Sydney
Watch Me Work - Personnel Budgeting
Watch this webinar to see how to set up a new year in Personnel. This walkthrough includes creating the scenario, and adjusting pay types, employees, and positions.
We have provided both recordings as the nature of these webinars means that each session is unique and has slightly different information.
9:00 AM EST:
6:00 PM EST/9:00 AM Sydney
Deep Dive Into Special Purpose Worksheets
This webinar dives deep into the world of Special Purpose Worksheets (SPWs). SPWs allow for many high level budgeting techniques and can handle very complex situations. In this webinar, all types of SPWs are covered and reviewed as well as an overall understanding on how to manage and utilize them.
Click here to download the presentation deck.
Watch me work - Fun with Reporting Groups
In this webinar, join us as we work through building and using Reporting Groups in Special Purpose worksheets and within ReportBuilder.
We have provided both recordings as the nature of these webinars means that each session is unique and has slightly different information.
9:00 AM EST:
6:00 PM EST/9:00 AM Sydney
Cash Flow Examples
Every budget item implies a balance sheet impact and an effect on cash flow. Martus' Cash Flow Forecasting module allows you to use your budget to produce a projected Balance Sheet and a statement of Projected Cash Flow. Let's dive into the details by exploring some of the simple and more complex projected impacts on the balance sheet and cash flow statement. This includes Fixed Assets, Loans, Prepaid Expenses, and more.
Click here to download the presentation deck.
Watch Me Work - Fun with ReportBuilder
In this webinar, join us as we work through building a report in ReportBuilder, including how to add formulas, charts and KPIs.
We have provided both recordings as the nature of these webinars means that each session is unique and has slightly different information.
9:00 AM EST:
6:00 PM EST/9:00 AM Sydney
ReportBuilder: Charts & KPIs
In this webinar we review the latest enhancement to ReportBuilder; the option to add KPI and chart sections! Glen walks through multiple scenarios where the data tells the viewer the story of the organization.
Click here to download the presentation deck.
2023 Year in Review
This webinar reviews updates to Martus in 2023. Including updates to Planner, Personnel, and ReportBuilder. Along with a lot of smaller improvements throughout the system.
Click here to download the PowerPoint.
Click here to view upcoming webinars.
Cash Flow Forecasting - November 2023
In this webinar, join us as we work through the basics of Cash Flow Forecasting in Martus.
Insider Secrets - Budgeting - September 2023
This Insider Secrets - Budgeting webinar presents a jam-packed grab bag of insider tips about sometimes-overlooked budgeting features. These little-known gems can help you leverage Martus to make budgeting even easier!
We cover tips for:
- Special Purpose Worksheets
- Planner Setup
- Budget worksheets
- Personnel tips
- ... and even our new Martus Activity log report!
Click a timestamp below to jump directly to a topic you are interested in, or watch the entire webinar!
| 2:16 - SPW creation and editing tips 7:35 - SPW safeguards & access 10:09 - SPW order of posting 11:29 - Budget defaults 13:15 - Budget delete vs. archive 16:11 - Budget notes & targets 20:17 - 12-month trailing budget | 24:38 - Frozen vs. locked budgets 25:37 - Budget worksheets - reference data 33:03 - Understanding how "imports" work 38:00 - *NEW* Activity Log 39:19 - Personnel Budgeting secrets 42:54 - Syntax tips for SPWs and ReportBuilder |
Click here to download the presentation!
Insider Secrets - Reporting - August 2023
This Insider Secrets - Reporting webinar presents a jam-packed grab bag of insider tips about sometimes-overlooked reporting features. These little-known gems can help you leverage Martus to expand your reporting options and capabilities!
We cover tips in:
- Dashboard > Financials
- Budget-related reports
- Personnel Budgeting reports
- Cool tricks within the ReportBuilder
- Using the Martus Connector in conjunction with Power BI for advanced visualizations
- ... and even our new Martus Status Summary report!
Click a timestamp below to jump directly to the chapter you are interested in, or watch the entire webinar!
| 2:10 - *NEW* - Martus Status Summary 4:34 - Financial Report Tips 15:20 - Column Sorting 18:28 - Multi-Year Reports 20:50 - Default Views 22:10 - Saved Reports 23:15 - Excel Reports/Tabs | 24:12 - Personnel Reports 24:50 - Report Builder 37:13 - Dashboard Graphs 40:10 - Martus Connector 45:26 - Browser Tips 46:14 - Other Resources |
Click here to download the presentation!
Adminstrator's Toolkit - April 2023
Click the "Chapters" button below to jump to a topic you are interested in.
Click here to download the presentation
Forecasting and Reforecasting - a Deep Dive
For many organizations, completing a budget is only the beginning! There's many factors that can affect the course of a business from one month to the next, and in today's economic climate, re-forecasting can be absolutely vital so that you can stay on top of external and internal changes.
This webinar is a deep dive into all the ways you can use to Martus to prepare a reforecast. Whether you are experienced at reforecasting every quarter or even monthly -- or you are just now considering reforecasting in this year -- you'll learn about lots of cool Martus features that help you to prepare an updated budget with revised projections based on actuals to date and current expectations for the remainder of the year. You'll even learn about the Martus "Forecasting" module, which is a tool for preparing high-level projections.
Martus ReportBuilder - An Introduction - November 15, 2022
That’s why we have created the Martus ReportBuilder.
- Customize existing templates
- Build reports from scratch
- Create your own formulas
- Use any combination of actuals and budgets
Click the timestamp to jump to the section you are interested in:
2:35 - Introduction & using templates 4:03 - Rolling Four-Quarter Budget Template 4:25 - Managers Comparison Template 6:20 - ReportBuilder actions (save, share, export) 9:33 - Report settings 18:59 - Columns 25:15 - Rows | 29:20 - Formulas 40:27 - Sections 48:00 - Drag and Drop columns 49:00 - Adding notes to reports |
Review Martus Changes Since July 2022
This webinar reviews updates to Martus since July 2022. Topics covered include:
On the budget worksheet & SPWs
- Using "Flat to Budget" for reforecasting
- Showing Variance
- Rounding
- Worksheet summary divided by account type
- SPW section totals
For the ReportBuilder:
- Drag-and-drop to rearrange columns
- The power of using hidden columns
- The new column type "Period Comparison"
- Line level notes
And more:
- Your Saved Reports listed on the Welcome Page
- Setting accounts as Cost of Goods
Security Overview - May 30, 2023
Martus takes security seriously! This webinar covers several security-related topics including:
- Martus password requirements
- Multi-factor authentication with Martus
- Automatic logout after 4 hours of inactivity
- Using SSO (Single Sign-On) with Martus
- Martus customer responsibilities regarding user setup and deactivation
- Martus general security practices
- Martus' SOC 2 compliance
Budget Management - October 2022
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!
Personnel Budgeting - A Walk Thru the Basics - August 2022
This webinar provides a comprehensive overview of Personnel Budgeting
- Starting with the various kinds of data that is used
- Taking a look at some of the features of pay types
- Reviewing how to use a Scenario Budget to verify your personnel budget before posting to your overall budget
- Providing options for how to best to move last year's scenario to the next year as you prepare to budget for a new fiscal year.
Click here to open the Powerpoint deck for this webinar.
What's New in Martus 2022 - Part 2 - Focus on Personnel Budgeting - June 2022
This webinar from June 28, 2022 reviews the many changes in Martus in the past several months. Topics include:
Personnel Budgeting
- Allocations Analysis
- Importing allocations from Excel
- Copying scenarios and keeping monthly updates
- Updating rates on pay items for a range of time
- Default rates on pay items
- Pay items - setting default rates by monthly tiers
Reports
- Saved Reports list available on the Welcome screen
- Additional filters on the Income Statement output to Excel
Use this link to a ccess the PowerPoint deck for this presentation.
What's New in Martus 2022 - Part 1 - May, 2022
This webinar from May 17, 2022, reviews the many changes in Martus in the past several months. Topics include:
Reporting
- Planner Summary by Worksheet in Excel
- Income Statement by Dimension in Excel
- Shared Saved Reports
- Using Account Category as a Second Dimension on Reports
- Monthly Budget Comparison Updates
Budgeting - An introduction to the new budget worksheet
Plus topics related to Setup and specific accounting system integrations.
Use this link to access the PowerPoint deck for this presentation.
Budgeting Tips and Tricks - April 2022
Martus's budgeting is easy to use - and very robust. This webinar, originally recorded in April, 2022, presents many tips about little-known features within both Planner and Personnel Budgeting.
Budgeting Tips and Tricks - Powerpoint Deck
Reporting Tips and Tricks - February, 2022
This webinar, recorded in February, 2022, is jam-packed with tips and tricks for Martus' reporting!
Focus on SPWs - January, 2022
This webinar, recorded in January, 2022, is a comprehensive look at Martus' powerful SPWs -- the Special Purpose Worksheets that you can use to capture budget details, base budgeting on drivers, and calculate budget numbers from various inputs. The webinar covers WSPWs, Global SPWs, and SPW Templates.
2021 Updates to Personnel Budgeting - December 2021
This webinar covers the many updates to Martus' Personnel Budgeting module in 2021.
What's New in Martus (November 2021)
This webinar covers the many updates to Martus during the first three quarters of 2021.