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