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The Budgeting module can store multiple scenarios, though generally, a single scenario will be sufficient for the same year. However, special circumstances may require multiple scenarios based on different assumptions. For example, you may wish to create a scenario for "Assuming Levy Passes" and another "Assuming Levy Fails".
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Please note that once a scenario is promoted, any successive scenario that is promoted for the same year will overwrite remove a prior scenario's proposed amounts. For example, you create a scenario for HS budget NY proposed amounts and promote it. You then promote another scenario containing Elementary Budget elementary NY proposed amounts. The HS budget NY proposed amounts will be removed from the grid as well as from the expenditure accounts and the elementary budget NY proposed amounts will be uploaded. So instead of creating separate scenariosloaded. To prevent removal of a prior scenario's proposed amounts, we recommend creating separate worksheets (i.e. HS and Elementary) within the same scenario instead creating separate scenarios. |
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.
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'. Click 'Create' to create the Scenario and use
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- 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 
TIPNOTE: Promoting a scenario will replace any existing proposed amounts in the proposed amounts grid.
- 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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