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Once a scenario is completed and approved, a scenario can be "promoted" to the proposed amounts on the budget and revenue accounts.

Create a Scenario

1. From the menu, select 'Budgeting' and click on 'Scenarios'. This will display the existing scenarios on the grid.  
2. To create a scenario, click on
   1. Enter a name for the scenario.  
   2. Enter a description of the scenario.
      1. NOTE: There is no limit to the number of characters, numbers or spaces you want to use in the name.
         
3. At this point, you can either save the scenario by clicking on  and create budgeting spreadsheets at a later time; or continue on by creating budgeting spreadsheets for this scenario using the  option.

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4. The new budgeting sheet will be displayed under the Budgeting Sheets table.  Click on  to save the changes made to the scenario.

Download Scenario Spreadsheets to Excel

1. Click on  to view the scenario.
2. Click on    to download a specific spreadsheet in the scenario to your computer. Save the spreaadsheet and open it in EXCEL.
3. Enter in your proposed amounts.  For this example, the NYP-2018 is used to enter next year proposed amounts for FY2018. You can enter each NYP amount manually or, in my example below, use a calculated formula (highlighted in yellow), to mass-calculate a percentage.  
4. Once completed, save the change to the Excel spreadsheet.
   
     

Upload and Replace a Scenario spreadsheet

1. Click on  to edit the Scenario you want to upload the spreadsheet into.
2. Click on to upload and replace the existing budgeting spreadsheet. A confirmation box is displayed stating it will overwrite the existing spreaadsheet.
   
   
   
3. A 'Budgeting Scenario' box will then be displayed.  Click on  to upload the saved spreadsheet on your computer.
   
   
4.  Next, click on .  The existing budgeting sheet has now been updated.
5. Click on to save the changes to your scenario.

Promote a Scenario

1. Click on  to promote all spreadsheets in the scenario to proposed amounts.  Once the amounts have been promoted, they will be available to view under the Proposed Amounts option under Budgeting.

View a Scenario

1. Click on Image Removed to view the scenario.
2. If you would like to download an existing budgeting sheet in order to edit it in EXCEL,  click on the Download icon  Image Removed.  

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3. Once the spreaadsheet has been saved, open it in EXCEL and enter your proposed amounts.

Edit a Scenario

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1. Image Removed import budgeting sheets 
2. Image Removed download budgeting sheets
   1. Depending on your browser's settings, save or open the extracted data.  (Most will default to open in EXCEL).
   2. Enter the proposed amounts and save the spreadsheet
3. Image Removed delete budgeting sheets

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Delete a Scenario

1. Search desired scenario to delete.
2. Click on  to delete the scenario.  Click on 'delete' to confirm deletion.

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