Page Comparison

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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

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• From the Scenario Grid, query an existing Scenario you want to Clone
• Click on Image Addedto view the Scenario
• Click on Image Added.  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 proposed amounts:

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• Click onto edit an existing spreadsheet  (must use the existing PA-XXXX column to enter your proposed amounts)
  
  • you can add (insert) or delete rows in your spreadsheet
  • You can use formulas to enter your proposed amounts
• Click on Image Added 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 proposed 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 a proposed amount in order to add it to the existing grid
  • Enter or search for an account
  • Enter a fiscal year
  • Enter an proposed amount
  • Click on 'Save'
• View a proposed amount
  • From the grid, search the desired account and click on  to view the details of the proposed amount.
• Edit a proposed amount
  • From the grid, search the desired account and click on to edit the fiscal year or proposed amount.
• Delete a proposed amount
  • Per account: From the grid, search the desired account and click on  to delete the proposed amount for that account.  Click on 'delete' to confirm deletion.
  • Mass Delete: From the grid, click on the checkbox for the proposed amounts you want to delete and click on the  button to mass delete all checked accounts.

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