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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. |
Upload Budgeting Spreadsheets into the scenario
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Please note that once a scenario is promoted for a specified fiscal year, any successive scenario related to the same fiscal year that is promoted will remove the prior scenario's proposed amounts on from the grid. For example, you create a scenario for HS adjusted amounts for FY2019 and promote it. The HS amounts are now stored in the proposed amounts grid. You then promote another scenario containing Elementary adjusted amounts for FY2019. The HS adjusted amounts will be removed from the grid and replaced with the elementary amounts will be uploaded for both revenue and expenditure accounts. Instead, we recommend once In order to not lose the HS amounts adjusted amounts are complete, to apply that were stored on the grid, we recommend applying those amounts. The user can then proceed with promoting the Elementary amounts to the proposed amounts grid, which will then clear out the HS amounts (which are no longer needed since they have been applied).
Proposed Amounts
Contains separate tabs for existing 'Proposed Budgets' and 'Proposed Anticipated Revenues' amounts in a grid format based on the fiscal year selected. Users can:
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