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Once a scenario is completed and approved, only one a scenario can be "promoted" to the "Next Year Proposed Amounts" on proposed amounts on the budget and revenue accounts.

Create a Scenario

  1. From the menu, select 'Budgeting' and click on 'Scenarios'. This will display the existing scenarios on the grid.  
  2. 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.
  3. Click on  to create a budgeting sheet which will then extract existing budget or revenue data can then be extracted into an outside spreadsheet for editing.
    1. Enter the Type of Budgeting Sheet: Budget or Anticipated Revenue.Enter the budget details.  A Name for the budgeting sheet is required
    2. 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.
    3. To save the spreadsheet, enter a name under 'Sheet Name'. The default spreadsheet fields are noted on the display.  Click on  Click on to save your budgeting sheet to the scenario,.


4. Click on  to add the scenario to the grid, click on CANCEL to not post the scenario and return to the grid.

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View a Scenario

  1. Click on Image Removed to promote the entries in the scenario to a proposed amount.

View a Scenario

  1. Click on Image Removed to view a scenario.on Image Added to view the scenario.
  2. If you would like to download a budgeting sheet in order to edit it via EXCEL,  click on Image Added.

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Edit a Scenario

  1. Next, click Click on  to edit the scenario in order to
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    1. import budgeting sheets 
    2. extract download budgeting sheets
      1. Depending on your browser's settings, save or open the extracted data.  (Most will default to open in EXCEL).
      2. Enter the proposed amounts and save the spreadsheet
    3. delete budgeting sheets

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  1. Search desired scenario to delete.
  2. Click on  to delete the scenario.  Click on 'delete' to confirm deletion.

Promote a Scenario


  1. Click on Image Added to promote all spreadsheets in the scenario to a proposed amounts.  Once the amounts have been promoted, 
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