The Budgeting Process contains two programs:
- Scenarios: Allows for the creation of a budget scenario via 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.
Scenarios
- Click on Budgeting → Scenario →
to create a Scenario - Enter Name → Description →
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 within the scenario
- Select Type (Budget or Revenue)
- Add or Remove Properties to your spreadsheet.
- Configure Filters (i.e only want high school accounts)
- Enter a 'Sheet Name'
- Click on
to save your spreadsheet. A 'Confirmation Sheet Creation' box appears. Click on to create the spreadsheet. An informational box will appear with budget sheet creation is successful.
Budgeting Sheets Grid
- Click on
to edit an existing spreadsheet in order to enter proposed amounts - 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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Once a scenario is completed and approved, a scenario can be "promoted" to the proposed amounts on the budget and revenue accounts.
Please note that once a scenario is promoted, any successive scenario that is promoted will overwrite a prior scenario's amounts. For example, you create a scenario for HS budget amounts and promote it. You then promote another scenario containing Elementary Budget amounts. The HS budget amounts will be removed and the elementary budget amounts will be uploaded. So instead of creating separate scenarios, we recommend creating separate worksheets spreadsheets within the same scenario.
Each scenario consists of one or more budgeting 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.
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scenario
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To schedule a template or custom report to run for a specific day and/or time, the job scheduler icon 
can be used in the 'Generate Report' window. This is a one-time setup which will then generate the report based on the cron expression and automatically email it to a specified recipient. You can use a free online cron expression generator to generate your cron expression.