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From the Scenario Grid, query an existing Scenario you want to Clone
Click on
to view the Scenario
Click on
. All accounts associated from the existing scenario will be copied to the new scenario.
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Once a spreadsheet is created in the scenario, it is displayed on the Budgeting Sheets grid. You can then access the spreadsheet using one or more of the following options in order to add proposed amounts:
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Click on
to edit an existing spreadsheet (must use the existing PA-XXXX column to enter your proposed amounts)
you can add (insert) or delete rows in your spreadsheet
You can use formulas to enter your proposed amounts
Click on
to regenerate the sheet. This option is helpful if you made changes to the existing sheet (add/remove properties, change account filters, etc). Regenerate will update the sheet with the new changes, thus overriding the previous sheets settings. Existing proposed amounts will be removed.
If you prefer to enter proposed amounts and/or make changes to your spreadsheet via Excel, click on
to download the spreadsheet into Excel. Once the spreadsheet is completed and saved, click on
to import the spreadsheet back into the scenario
Click on
to delete an existing spreadsheet you no longer want.
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Once a scenario is completed, it can be "promoted" to the proposed amounts field on the budget and revenue accounts. Promote includes all spreadsheets in the scenario. Once promoted, the accounts with associated amounts will appear in Budgeting/Proposed Amounts Grid as well as the Next Year Proposed Amount field under the accounts UI. The proposed amount grid is the working area where you can add/remove/edit the NY proposed amounts. When you do, it directly affects the NY proposed amount on the expenditure/revenue account.
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Please note that once a scenario is promoted, any successive scenario that is promoted for the same year will remove a prior scenario's proposed amounts from the grid. For example, you create a scenario for HS NY proposed amounts and promote it. You then promote another scenario containing elementary NY proposed amounts. The HS NY proposed amounts will be removed from the grid (and from the proposed amounts fields on the expenditure/revenue accounts) and the elementary NY proposed amounts will be loaded. To prevent removal of a prior scenario's proposed amounts, we recommend creating separate worksheets (i.e. HS and Elementary) within the same scenario instead of creating separate scenarios. |
Proposed Amounts
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Contains separate tabs for existing 'Proposed Budgets' and 'Proposed Anticipated Revenues' amounts in a grid format based on the fiscal year selected. Users can:
Create a proposed amount in order to add it to the existing grid
Enter or search for an account
Enter a fiscal year (enter the full year CCYY).
Enter an proposed amount
Click on 'Save'
View a proposed amount
From the grid, search the desired account and click on
to view the details of the proposed amount.
Edit a proposed amount
From the grid, search the desired account and click on
to edit the fiscal year or proposed amount.
Delete a proposed amount
Per account: From the grid, search the desired account and click on
to delete the proposed amount for that account. Click on 'delete' to confirm deletion.Mass Delete: From the grid, click on the checkbox for the proposed amounts you want to delete and click on the
button to mass delete all checked accounts.
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If 'Temporary' is selected, 'full year' is checked by default. This indicates the temporary initial budgets hold true for the entire year. The 'Update the GAAP Original Estimate amounts' is checked by default. If you do not wish to set the GAAP Original Estimate amounts at the time you're applying your temporary figures, uncheck the box.
If 'Temporary' is selected and 'full year' is unchecked, this indicates the temporary initial budgets could change during the fiscal year (i.e. Levy passes/fails.)
If 'Permanent' is selected, 'full year' is checkmarked check marked automatically and cannot be unchecked. This indicates these are permanent initial budgets. The 'Update the GAAP Original Estimate amounts' will be set automatically at the time you're applying your permanent figures. You do not have the option to uncheck this box.
Effective Date: When selecting Temporary or Permanent transaction types, the date automatically defaults to the first day of the fiscal year selected.
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