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Formulate Portal
Getting Started
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Logging In
Changing your password
Forgotten Username or Password
Finding Your Way Around
Budget Calculation Lists
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Using the Budget Calculations Lists
Viewing different Budget Calculation Lists
Completing Forms
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Starting a New Form
Filling in the Form
Resuming a Form
Calculating using Formulate
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Adding the Actual Budget
Useful documentation
Viewing and Exporting Forms
Administrative Functions
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Creating Users
Updating users
Deactivating users
Configuration Re-alignment
Other Administrative Functions
System Management & Monitoring
New Features
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New Features in 2024.3
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Resolved Issues
New Features in 2024.2
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Resolved Issues in 2024.2
New Features in 2024.1
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Redesign of the Insights
Formatting of Form Guidance
Finalising Overdue Forms
Ability to disable Actual Budgets
Resolved Issues in 2024.1
New Features in 2023.1
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Improvements to Data Explorer
Highlighting of Overdue Forms
Additional Formulate information in the lists
Resolved Issues in 2023.1
New Features in 2022.3
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CareCalc Name Change
Data Explorer
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Data Extract
Data Insights
Simplified User Access
Security Enhancements
User Feedback Area
Accessibility Audit
Resolved Issues 2022.3
Password Reset
New Features in 2022.2.2
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Budget history - change over time view
Calculation changes
View Budget history link on the Case List screen
New Features in 2022.1.2
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Configure multiple form versions against exports & calculations
Additional Elevated User functionality
Filling out form changes
Form export improvements
Resolved issues
Introductory Video
Data Explorer
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New Features
New Features
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Latest Release:
2024.3
Previous Releases:
2024.2
2024.1
2023.1
2022.3
2022.2.2
2022.1.2
System Management & Monitoring
New Features in 2024.3
Formulate Portal
New Features
System Management & Monitoring
