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| Please click here for the steps to create proposed amounts for the next fiscal year and click here for the steps for making budget adjustments in the current fiscal year. |
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| Warning |
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Please note that once a scenario is promoted, any successive scenario that is promoted promoted for the same year will remove a prior scenario's proposed amounts. For example, you create a FY23 scenario for HS proposed amounts and promote it. You then promote a FY23 scenario containing elementary proposed amounts. The HS proposed amounts will be removed from the FY23 proposed amounts grid (and if currently in FY22, also be removed from the next year proposed field on the expenditure accounts) and the elementary proposed amounts will be loaded on the proposed amounts grid. To prevent removal of a same year scenarios proposed amounts, we recommend creating separate worksheets (i.e. HS and Elementary) within the same fiscal year scenario instead creating separate scenarios. |
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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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When entering Initial budgets the amount entered should be what the user would like as the Initial Budget amount on the account. 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. |
Edit Spreadsheet within the Budgeting Scenario
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- When editing a scenario, click on
at the bottom of the screen to upload a budgeting sheet for the scenario. - Enter the Sheet Name and Description.
- Click on
to upload the saved spreadsheet on your computer. - Click
to upload the spreadsheet to the Scenario as a new budgeting sheet.
Please see the Budgeting Walkthrough section for Upload for Report Definitions (.json files) that can be used to generate reports with Budget & Revenue data that include the proper headers. The outside spreadsheet must contain account code dimensions in separate columns with column headers that match the standard Budgeting Sheet headers as well as the Proposed Amounts header PA-YYYY (where YYYY is the fiscal year).
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Once the amounts have been promoted, they will be available to view under the Proposed Amounts option under Budgeting.
Note Please keep in mind the Proposed Budgets grid may contain multiple years proposed amount figures. Please ensure the correct fiscal year is selected in order to review the proposed amounts for that year.
Click on Proposed Amounts for more information about the 'Proposed Amounts' option under the Budgeting menu.
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