| Table of Contents |
|---|
...
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.
| Note |
|---|
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:
- Create a proposed amount in order to add it to the existing grid
- Enter or search for an account
- Enter a fiscal year (enter the full year CCYY).
- 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.
- From the grid, search the desired account and click on
- Edit a proposed amount
- From the grid, search the desired account and click on
to edit the fiscal year or proposed amount.
- From the grid, search the desired account and click on
- Delete a proposed amount
- Per account: From the grid, search the desired account and click on
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 checked accounts.
- Per account: From the grid, search the desired account and click on
...