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- Scenarios: Allows for the creation of a budget scenario via spreadsheets spreadsheets which are then promoted to proposed amounts.
- Proposed Amounts: Once promoted, the amounts are stored in the proposed amounts grid to allow for changes. Once ready, they will be applied as initial budget and revenue estimates.
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- Click on Budgeting → Scenario →
Create to create a Scenario - Enter Name → Description →
→ Create to create a spreadsheet within the scenario; or 
to upload an outside spreadsheet into the Scenario
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You may click |
Create New Budgeting Sheet Spreadsheets within the scenario
- Select Type (Budget or Revenue)
- Add or Remove Properties to 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 high school accounts with OPU = 200)
- Enter a 'Sheet Name'
- Click on
to on 'Save Sheet' to save your spreadsheet. A 'Confirmation Sheet Creation' box appears. Click on to create on 'Create' to continue creating the spreadsheet. An Once complete, an informational box will appear with budget sheet creation is successfulappears stating budgeting sheet created successfully.
Budgeting Sheets Grid
- Click on
to edit an existing spreadsheet in order to enter proposed amounts (must use the - If you prefer to enter proposed amounts and/or make changes to your spreadsheet in Excel, click on
to download the spreadsheet into Excel. When finished, click on 
to import the spreadsheet back into the Budgeting sheets grid - Click on
to delete an existing spreadsheet you no longer want.
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