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Once a scenario is completed, it can be "promoted" to the proposed amounts field on the budget and revenue accounts. Promote includes 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 under the accounts UI. The proposed amount grid is the working area where you can add/remove/edit the NY proposed amounts. When you do, it directly affects the NY proposed amount on the expenditure/revenue account.
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Please note that once a scenario is promoted, any successive scenario that is promoted for the same year will remove a prior scenario's proposed amounts. For example, you create a scenario for HS NY proposed amounts and promote it. You then promote another scenario containing elementary NY proposed amounts. The HS NY proposed amounts will be removed from the grid as well as from the expenditure accounts and the elementary NY proposed amounts will be loaded. 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 of creating separate scenarios. |
Proposed Amounts
Contains separate tabs for existing 'Proposed Budgets' and 'Proposed Anticipated Revenues' amounts in a grid format based on the fiscal year selected. Users can:
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Click on 'Apply' to proceed with applying the proposed figures as the initial budget/revenue estimates for the fiscal year selected.
Budget Transactions - Initial Estimates Report
The Public USAS Reports Library contains a report definition under the Budgeting section called 'Budget Transactions Initial Estimate'. This report definition is built so you can view changes made to initial estimates when applying proposed amounts for temporary (full year/not full year) and/or permanent transaction types. Adjustment type transactions are not included on this report. The 'Full Year' on the report indicates whether or not full year was checked when selecting Temporary transaction type and 'Replaced' indicates the temporary amounts were replaced with permanent amounts.