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Once a scenario is completed, it can be "promoted" to the proposed amounts field on the budget and revenue accounts. Promote includes all spreadsheets in the scenario. Once promoted, the accounts with associated amounts will appear in Budgeting/Proposed Amounts Grid as well as the Next Year Proposed Amount field under the accounts UI. The proposed amount grid is the working area where you can add/remove/edit the NY proposed amounts. When you do, it directly affects the NY proposed amount on the expenditure/revenue account.
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Please note that once a scenario is promoted, any successive scenario that is promoted for the same year will remove a prior scenario's proposed amounts from the grid. For example, you create a scenario for HS NY proposed amounts and promote it. You then promote another scenario containing elementary NY proposed amounts. The HS NY proposed amounts will be removed from the grid as well as (and from the proposed amounts fields on the expenditure/revenue accounts) and the elementary NY proposed amounts will be loaded. To prevent removal of a prior scenario's proposed amounts, we recommend creating separate worksheets (i.e. HS and Elementary) within the same scenario instead of creating separate scenarios. |
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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- If 'Temporary' is selected, 'full year' is checked by default. This indicates the temporary initial budgets hold true for the entire year. The 'Update the GAAP Original Estimate amounts' is checked by default. If you do not wish to set the GAAP Original Estimate amounts at the time you're applying your temporary figures, uncheck the box.
- If 'Temporary' is selected and 'full year' is unchecked, this indicates the temporary initial budgets could change during the fiscal year (i.e. Levy passes/fails.)
- If 'Permanent' is selected, 'full year' is checkmarked automatically and cannot be unchecked. This indicates these are permanent initial budgets. The 'Update the GAAP Original Estimate amounts' will be set automatically at the time you're applying your permanent figures. You do not have the option to uncheck this box.
- Effective Date: When selecting Temporary or Permanent transaction types, the date automatically defaults to the first day of the fiscal year selected.
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