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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. |
The Budgeting module can store multiple scenarios, though generally, a single scenario will be sufficient for the same year. However, special circumstances may require multiple scenarios based on different assumptions. For example, you may wish to create a scenario for "Assuming Levy Passes" and another "Assuming Levy Fails".
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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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- Edit: Click on
to enter your proposed amounts within the Scenario - Download: Click on
to download your spreadsheet into EXCEL and then upload updated spreadsheet.
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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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