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Table of Contents

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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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  1. Select the type of Budgeting Sheet: Budget or Anticipated Revenue.
  2. A predefined set of properties are displayed.  From there, you can add or remove the properties you would like included on the spreadsheet.  
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  3. Click on 'Configure Filters' tab if you would like to filter data being extracted.
      

  4. To save the spreadsheet, enter a name under 'Sheet Name'.  Click on to save your budgeting sheet to the scenario.  A 'Confirm Sheet Creation' box will appear.  Click on  to add the new spreadsheet to your existing scenario.

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4. The new budgeting sheet will be displayed under the Budgeting Sheets table.  Click on  to save the changes made to the scenario.

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Entering Proposed Amounts

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