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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

From the main menu, you will want to select 'Budgeting' and click on 'Scenarios'.

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Click 'Create' to create the Scenario and use 

  1. 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.
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  2. 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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  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 

(tick) TIP: Promoting a scenario will replace any existing proposed amounts in the proposed amounts grid. 

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  1. 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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