The Budgeting module can store multiple scenarios, though generally, a single scenario will be sufficient.  However, special circumstances may require multiple scenarios based on different assumptions.  For example, you may wish to create a scenario for "Assuming Levy Passes" and another "Assuming Levy Fails".   

Each scenario consists of one or more budgeting Excel spreadsheets.   A district may choose to use a single spreadsheet containing all accounts, or create a separate sheets for different management areas.  For example, you might create a sheet for the high school, each elementary building and athletics.  Each principal or supervisor could work on their own portion of the budget.  Once the budgets are completed they can be loaded back into the system. 

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

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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.

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Entering Proposed Amounts

You have two options to enter proposed amounts:

1. Edit: Click on Image Added to enter your proposed amounts within the Scenario
2. Download: Click on Image Addedto

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1. download your spreadsheet into EXCEL and then upload updated spreadsheet.

Edit Spreadsheet within the Budgeting Scenario

This option allows you to enter the proposed amounts without having to open the spreadsheet in EXCEL.

1. Click on Image Added to view the scenario.
2. Click on Image Added to edit a specific spreadsheet in the scenario 
3. Enter in your proposed amounts. The spreadsheet will provide a column for your proposed amounts. 'PA-YYYY'.  Proposed amounts can be ‘next year’ amounts or ‘current year’ amounts depending on the fiscal year used.  For example, if my current FY is 2019:
   1. My Next Year Proposed Amounts column header needs to be PA-2020
   2. My Current Year Proposed Amounts: column header needs to be PA-2019
   3. For the example below, the PA-2019 is used to enter proposed amounts for FY2019. You can enter each amount manually or, in my example below, use a calculated formula (highlighted in yellow), to mass-calculate a percentage.  
4. Once completed, click on 'Accept' the save the changes to the spreadsheet.

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Download Scenario Spreadsheets to Excel

This option allows you to download the spreadsheet to your computer.  This may be advantageous if you intend to email spreadsheets to district staff in charge of entering their proposed amounts on the spreadsheets.

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 spreadsheet (and optionally email the spreadsheet to someone).  Open it in EXCEL.
3. Enter in your in  proposed amounts. The spreadsheet will provide a column for your proposed amounts. 'PA-YYYY'.  Proposed amounts can be ‘next year’ amounts or ‘current year’ amounts depending on the fiscal year used.  For example, if my current FY is 2019:
   1. My Next Year Proposed Amounts column header needs to be PA-2020
   2. My Current Year Proposed Amounts: column header needs to be PA-2019
   3. For the example below, the PA-2019 is used to enter proposed amounts for FY2019. You can enter each 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 changes to the Excel spreadsheet.  If someone else is entering the proposed amounts, have them email the spreadsheet back to you and save it on your computer.
   
     
   

Upload and Replace a Scenario spreadsheet

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

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1. Click on  to promote all spreadsheets in the scenario to proposed amounts.   A 'Confirm Promote' box will appear warning that if any existing proposed amounts exist, they will be replaced with the new figures. Click on .
   

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2. Once the amounts have been promoted, they will be available to view under the Proposed Amounts option under Budgeting.  Click on Proposed Amounts for more information about the 'Proposed Amounts' option under the Budgeting menu.
   

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