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- Scenarios: Allows for the creation of a budget scenario via spreadsheets which are then promoted to the proposed amounts grid.
- Proposed Amounts: Once promoted, the budget and revenue amounts are displayed in the proposed amounts grid to allow for further changes. Once ready, they will be applied as adjusted budget and revenue estimates.
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For further information on the Budgeting process, please refer to the Scenarios and Proposed Amounts sections of the Budgeting chapter in the USAS-R manual. |
Scenarios
- Click on Budgeting → Scenario → Create to create a Scenario for your budget adjustments
- Enter Name → Description →
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- Click Save to save the Scenario or continue on to create or upload sheets. Remember to ‘Save’ the scenario when finished
OR
- From the Scenario Grid, query an existing Scenario you want to Clone
- Click on
to view the Scenario - Click on
. All accounts associated from the existing scenario will be copied to the new scenario.
Create New Budgeting Spreadsheets within the scenario
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Once a spreadsheet is created in the scenario, it is displayed on the Budgeting Sheets grid. You can then access the spreadsheet using one or more of the following options in order to add adjusted amounts:
- Click on
to edit an existing spreadsheet (must use the existing PA-XXXX column to enter your adjusted amounts. If you are adjusting amounts for the current year (i.e. FY2019), your column header should display PA-2019.- you can add (insert) or delete rows in your spreadsheet
- You can use formulas to enter your proposed amounts
- Click on
to regenerate the sheet. This option is helpful if you made changes to the existing sheet (add/remove properties, change account filters, etc). Regenerate will update the sheet with the new changes, thus overriding the previous sheets settings. Existing proposed amounts will be removed. - If you prefer to enter adjusted amounts and/or make changes to your spreadsheet via Excel, click on
to download the spreadsheet into Excel. Once the spreadsheet is completed and saved, click on 
to import the spreadsheet back into the scenario - Click on
to delete an existing spreadsheet you no longer want.
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- Create an adjusted amount in order to add it to the existing grid
- Enter or search for an account
- Enter a fiscal year
- Enter the new expendable or receivable amount
- Click on 'Save'
- View an adjusted amount
- From the grid, search the desired account and click on
to view the details of the adjusted amount.
- From the grid, search the desired account and click on
- Edit an adjusted amount
- From the grid, search the desired account and click on
to edit the fiscal year or adjusted amount.
- From the grid, search the desired account and click on
- Delete an adjusted amount
- Per account: From the grid, search the desired account and click on
to delete the adjusted amount for that account. Click on 'delete' to confirm deletion. - Mass Delete: From the grid, click on the checkbox for the adjusted 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
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