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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 

1. To create a scenario, click on
   1. Enter a name for the scenario.  
   2. Enter a description of the scenario.
      1. NOTE: There is no limit to the number of characters, numbers or spaces you want to use in the name.
         
2. At this point, you can either save the scenario by clicking on  and create budgeting spreadsheets at a later time; or continue on by creating budgeting spreadsheets for this scenario using the  option.

Clone a Scenario

Scenarios can be cloned from a previous year to create the new year budget scenario or a different variation on the current fiscal year.

1. Click on Image Added to view the Scenario that will be cloned.
2. Click Image Added to copy the current Scenario.
   1. Enter a name for the scenario.  
   2. Enter a description of the scenario.
      1. NOTE: There is no limit to the number of characters, numbers or spaces you want to use in the name.

Image Added

3. If the cloned Scenario will be used for a different Fiscal Year than the original Scenario then the field name for Proposed Amounts must be updated.
           a. Click on Image Added to edit a specific spreadsheet in the scenario.
           b. Change the column header for Proposed amounts to include the Fiscal Year of the new Scenario. This should be formatted as PA-YYYY (ex. PA-2021 for Fiscal Year 2021).
           c. Click Accept to save the changes.

Image Added

4. At this point, you can either save the scenario by clicking on Image Added and update amounts in the budgeting spreadsheets at a later time; or continue on by using edit to modify the proposed amounts. Additional Budgeting sheets can also be created within the scenario using the Image Added at the bottom of the scenario window.

Creating spreadsheets for a Scenario

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1. Click on  to promote all spreadsheets in the scenario to proposed amounts.   A 'Confirm Promote' box will appear warning that if any existing proposed amounts exist, they will be replaced with the new figures. Click on 

 TIP: Promoting a scenario will replace any existing proposed amounts in the proposed amounts grid. 

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