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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. |
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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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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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- Click on
to view the scenario. Click on
to regenerate the sheet. This option is helpful if you made changes to the existing sheet (add/remove properties, change account filters, etc). Regenerate will update the sheet with the new changes, thus overriding the previous sheets settings. Existing proposed amounts will be removed.Info Any YTD or FYTD figures in a budgeting sheet will be shown as of when the budgeting sheet was created. In order to "refresh" the figures to the current date, the sheet would need to be regenerated.
- Click on
to edit a specific spreadsheet in the scenario - Enter in your proposed amounts. The spreadsheet will provide a column for your proposed amounts. 'PA-YYYY'. Proposed amounts can be ‘next year’ amounts or ‘current year’ amounts depending on the fiscal year used. For example, if my current FY is 2019:
- My Next Year Proposed Amounts column header needs to be PA-2020
- My Current Year Proposed Amounts: column header needs to be PA-2019
- For the example below, the PA-2019 is used to enter proposed amounts for FY2019. You can enter each amount manually or, in my example below, use a calculated formula (highlighted in yellow), to mass-calculate a percentage.
- Once completed, click on 'Accept' the save the changes to the spreadsheet.
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