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Martus Budgeting

Smarter Budgeting, Forecasting and Reporting

Goals

1. Learn Basic Martus Navigation
2. Understand the Worksheet
3. Use the Budget Widget
4. Submit & Lock Worksheet
5. Basic Reporting

Smarter Budgeting, Forecasting and Reporting

Martus Screen

Smarter Budgeting, Forecasting and Reporting

1. System Information
2. Page Menu - Current Page will always be highlighted
3. Hamburger Menu - Click to Collapse/Expand the System info & Page Menu
4. Ask Marty - AI enabled Chat Bot
5. User Information - Logout/SSO management
6. Martus Page - Will differ depending on pages

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Martus Sections & Pages

Smarter Budgeting, Forecasting and Reporting

Dashboard

Financials - Reports for throughout the year - budget to Actual progress

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Planner

Worksheets - where we do the work of budgeting

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Understanding Worksheets

Smarter Budgeting, Forecasting and Reporting

Worksheets are where we budget.

• Worksheets are a combination of the organizations dimensions

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Lines live within the worksheet and are where we enter the budget values

• Lines are a combination of Accounts & Line dimensions, such as Events or Projects

Budget Worksheet

Smarter Budgeting, Forecasting and Reporting

Anatomy of a worksheet

• Tabs
• Budget Lines
• Reference Data

Budget Worksheet

Smarter Budgeting, Forecasting and Reporting

Sheet and Line Items

Reference Data

Smarter Budgeting, Forecasting and Reporting

Sheet and Line Items

Budget Line

This is the line you will fill out to be included in the budget

Reference Data

Smarter Budgeting, Forecasting and Reporting

Sheet and Line Items

Reference Data

Reference data allows you to budget based on last year’s data

• 2025 Actuals + Budget – What is true so far and the budget for the rest of the year
• 2025 Actuals – All of what is true so far – will include partial months of actuals.
• 2025 Budget – All of the 2025 Budget
• 12 Month Trailing Actuals – June 2024 – May 2025

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Budget Widget

Smarter Budgeting, Forecasting and Reporting

Budget Widget

This is the best way to update any budget Line

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You can click on the budget widget on the line OR on any of the reference data lines

Budget Widget

Smarter Budgeting, Forecasting and Reporting

Budget Widget

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The budget widget allows for various types of updates.

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Add notes to indicate how you are budgeting.

Budget Widget

Smarter Budgeting, Forecasting and Reporting

Adjustment Types:�

• Monthly – will apply the amount to each month
• Weekly – will apply the amount to each week, calculating which months have 4 or 5 weeks
• Bi-Weekly – will apply the amount every other week, calculating which months have 2 or 3 weeks
• Quarterly – will apply the month once a quarter
• Annual – will divide the amount across all 12 months
• Adjust – will adjust the current amounts by percentage
• Additional Amounts – will add the amounts entered to what is currently in the line
• Allocation – will use the reference data to apply the total to each month
• Copy Existing Values – will copy an existing line of reference data

Martus Reports

Smarter Budgeting, Forecasting and Reporting

All Reports in Martus contain criteria to control what data you are seeing and how you are seeing it.

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Two primary types of criteria:

• Filters – allow for narrowing down the data displayed
• Groupings – allow for the rows to show different data such as dimensions rather than accounts

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There are two primary places for Reporting in Martus:

• Planner > Summary – focused on Budge reporting
• Dashboard > Financials – focused on Budget to Actual reporting

Planner > Summary – Summary Report

Smarter Budgeting, Forecasting and Reporting

The Summary Report will give a consolidated report of the budget.

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Set the rows or columns to dimensions as needed.

Apply filters as needed.

Planner Summary – Side by Side Budget & Actuals Comparison

Smarter Budgeting, Forecasting and Reporting

Choose the base data set and then choose up to four additional data sources to compare.

Dashboard > Financials – Forecast Report

Smarter Budgeting, Forecasting and Reporting

The Forecast report shows the actuals through the Report Ending date and the budget for the rest of the year.

Dashboard > Financials – Income Statement

Smarter Budgeting, Forecasting and Reporting

The Income Statement allows