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Once a scenario is completed and approved, a scenario it can be "promoted" to the proposed amounts on amounts field on the budget and revenue accounts.  Promote include all spreadsheets in the scenario. Once promoted, the accounts with associated amounts will appear in Budgeting/Proposed Amounts Grid as well as the Next Year Proposed Amount field on under the accounts UI.

Please note that once a scenario is promoted for a fiscal year, any successive scenario related to the same fiscal year that is promoted will overwrite the prior scenario's amounts. For example, you create a scenario for HS proposed amounts and promote it. You then promote another scenario containing Elementary proposed amounts for the same year. The HS proposed amounts will be removed and the elementary proposed amounts will be uploaded. So instead of creating separate scenarios, we recommend creating separate spreadsheets within the same scenario.

Proposed Amounts

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Contains separate tabs for existing 'proposed budgetProposed Budgets' and 'anticipated revenueProposed Anticipated Revenues' amounts in a grid format based on the fiscal year selected.  Users can:

• Create a proposed amount in order to add it to the existing grid
  • Enter or search for an account
  • Enter a fiscal year
  • Enter an proposed amount
  • Click on 'Save'
• View a proposed amount
  • From the grid, search the desired account and click on  to view the details of the proposed amount.
• Edit a proposed amount
  • From the grid, search the desired account and click on to edit the fiscal year or proposed amount.
• Delete a proposed amount
  • Per account: From the grid, search the desired account and click on Image Added to delete the proposed amount for that account.  Click on 'delete' to confirm deletion.
  • Mass Delete: From the grid, click on the checkbox for the proposed amounts you want to delete and click on the  button to mass delete all checkmarked checked accounts.

Applying Proposed Amounts

Once all of the proposed amounts have been entered for a fiscal year, click 'Apply' to apply them as initial budget and initial revenue figures.  Choose from the following:

NOTE: You cannot choose specific accounts to apply amounts to. It will apply the amounts to all accounts on your proposed amounts grid.

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Choose from the following Transaction Types:

• If 'Temporary' is selected, checkmarking 'full year' implies the temporary initial budgets hold true for the entire year.
  • If 'Temporary' is selected and 'full year' is not checkmarked, this implies the temporary initial budgets could change during the fiscal year (i.e. Levy passes/fails)
  • If 'Permanent' is selected, 'full year' is checkmarked automatically and cannot be unchecked.  This implied these are permanent initial budgets.
  • If 'Adjustment' is selected, it adjusts the existing
  budgets
  • budget amounts via additions/deductions.   The initial figures are not touched.  The 'Update the GAAP Original Estimate' amounts box defaults to being checked but you have the option to uncheck it.
• Effective date is modifiable when selecting an Adjustment transaction type.  Otherwise, it's an informational field only.  It Date: automatically defaults to the first day of the fiscal year selected when selecting temporary or permanent transaction types.  When selecting Adjustment transactions type,  you have the option of entering an effective date.  The   The adjustment will not become effective until you are in that dateprocessing period.

Click on 'Apply' to proceed with applying the proposed figures as the initial budget/revenue estimates.

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