Page Comparison

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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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• Click onto edit an existing spreadsheet  (must use the existing PA-XXXX column to enter your proposed 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
• If you prefer to enter proposed 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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• Click Upload
• Enter a 'Sheet Name' and optional 'Description'
• Click on 'Choose File' and select the outside spreadsheet you want to upload
  • NOTE: The outside spreadsheet must contain account code dimensions in separate columns with the proper column headers.  You may also include the proposed adjusted amounts.  The following rpd-json files may be downloaded and imported into the Redesign.  They are similar to the SSDT Budget Expense and Revenue Expense template report definitions but have been formatted to include the proper columns headers in a spreadsheet format.  
    • Budgets Spreadsheet
    • Revenues Spreadsheet
  • NOTE: When entering proposed adjusted amounts, you must change the 'Next Year Proposed' column to 'PA-XXXX' (XXXX=desired fiscal year) in order for the spreadsheet to upload properly into the the budget scenario.
• Click on 'Start Upload' to upload the spreadsheet.  Once complete, an informational box appears stating budgeting sheet was uploaded successfully.

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Contains separate tabs for existing 'Proposed Budgets' and 'Proposed Anticipated Revenues' amounts in a grid format based on the fiscal year selected.  Users can:

• Create a proposed an adjusted amount in order to add it to the existing grid
  • Enter or search for an account
  • Enter a fiscal year
  • Enter an proposed the new expendable or receivable amount
  • Click on 'Save'
• View a proposed an adjusted amount
  • From the grid, search the desired account and click on  to view the details of the proposed adjusted amount.
• Edit a proposed an adjusted amount
  • From the grid, search the desired account and click on to edit the fiscal year or proposed adjusted amount.
• Delete a proposed an adjusted amount
  • Per account: From the grid, search the desired account and click on  to delete the proposed adjusted amount for that account.  Click on 'delete' to confirm deletion.
  • Mass Delete: From the grid, click on the checkbox for the proposed adjusted amounts you want to delete and click on the  button to mass delete all checked accounts.

Applying

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Adjusted Amounts

Once all of the adjusted amounts have been entered for a fiscal year, click 'Apply' to apply them.

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Choose 'Adjustment' which will adjust the existing expendable amounts via additions/deductions.   The initial figures are not touched.  The 'Update the GAAP Original Estimate' amounts box defaults to being checked but you have the option to uncheck it.

• Effective Date: automatically defaults to the first day of the fiscal year selected when selecting temporary or permanent transaction types.  When selecting Adjustment transactions type,  you have the option of entering an effective date.  The adjustment will not become effective until you are in that processing period.

Click on 'Apply' to proceed with applying the adjusted figures.  These will now become the new expendable or receivable figures and the differences between the 'old' and 'new' amounts will appear in the FYTD adjustments as positive or negative figures.