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The Budgeting Process contains two programs:
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- Click Save to save the Scenario or continue on to create or upload sheets. Remember to ‘Save’ the scenario when finished
OR
- From the Scenario Grid, query an existing Scenario you want to Clone
- Click on
to view the Scenario - Click on
. All accounts associated from the existing scenario will be copied to the new scenario.
Create New Budgeting Spreadsheets within the scenario
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- Click on
to edit an existing spreadsheet (must use the existing PA-XXXX column to enter your adjusted amounts. If you are adjusting amounts for the current year (i.e. FY2019), your column header should display PA-2019.- you can add (insert) or delete rows in your spreadsheet
- You can use formulas to enter your proposed amounts
- Click on
to regenerate the sheet. This option is helpful if you made changes to the existing sheet (add/remove properties, change account filters, etc). Regenerate will update the sheet with the new changes, thus overriding the previous sheets settings. Existing proposed amounts will be removed. - If you prefer to enter adjusted amounts and/or make changes to your spreadsheet via Excel, click on
to download the spreadsheet into Excel. Once the spreadsheet is completed and saved, click on 
to import the spreadsheet back into the scenario - Click on
to delete an existing spreadsheet you no longer want.
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When entering Adjustments the amount entered should be what the user would like the new Expendable amount to be on the account. The system will calculate the difference between the initial amount and the entered amount and then create an adjustment for the difference. For Example, if the Initial Budget was 500.00 but the new Expendable amount should be 0.00, then the Adjustment entered in the Proposed Amounts grid should be 0.00. When applied, the Adjustment on the account will be -500.00. |
Upload Budgeting Spreadsheets into the scenario
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