Page Comparison

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Create New Budgeting Spreadsheets within the scenario

• Select Type (Budget or Revenue)
• On the 'Properties' tab, add or remove properties on your spreadsheet.
• Click on 'Configure Filters' to filter accounts you want included on the spreadsheet (i.e only want accounts with OPU = 200)
• Enter a 'Sheet Name' 
• Click on 'Save Sheet' to save your spreadsheet.  A 'Confirmation Sheet Creation' box appears.  Click on 'Create' to continue creating the spreadsheet.  Once complete, an informational box appears stating budgeting sheet created successfully.

Upload Budgeting Spreadsheets into the scenario

• Enter a 'Sheet Name' and optional 'Description'
• Click on 'Choose File' and select the outside spreadsheet you want to upload
  • The outside spreadsheet must contain separated account code dimensions and proposed amounts in the correct column heading format.  You may download the following rpd-json files which are similar to the SSDT Budget Expense and Revenue Expense template reports except they are in spreadsheet format with the correct column headers.  This spreadsheet can be used to enter proposed amounts.
    • Budgets Spreadsheet
    • Revenues Spreadsheet
  • NOTE: When entering proposed amounts, you must change the 'Next Year Proposed' column to 'PA-XXXX' (XXXX=fiscal year) in order for the spreadsheet to upload properly into the the budget scenario.
• Click on 'Start Upload' to upload the spreadsheet.  Once complete, an informational box appears stating budgeting sheet was uploaded successfully.

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Scenario Grid

Once a spreadsheet is either created or uploaded into a scenario, it is displayed on the Budgeting Sheets grid with the following options:

• Click onto edit an existing spreadsheet in order to enter proposed amounts (must use the 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
• If you prefer to enter proposed amounts and/or make changes to your spreadsheet via Excel, click on  to download the spreadsheet into Excel.  When finished, click on  to import the spreadsheet back into the Budgeting shee
• Click on  to delete an existing spreadsheet you no longer want.

Promote a Scenario

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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