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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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| Warning |
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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. For example, you create a FY23 scenario for HS NY proposed amounts and promote it. You then promote another a FY23 scenario containing elementary NY proposed amounts. The HS NY proposed amounts will be removed from the grid as well as from FY23 proposed amounts grid (and if currently in FY22, also be removed from the next year proposed field on the expenditure accounts) and the elementary NY proposed amounts will be loaded on the proposed amounts grid. To prevent removal of a prior scenario's same year scenarios proposed amounts, we recommend creating separate worksheets (i.e. HS and Elementary) within the same fiscal year scenario instead creating separate scenarios. |
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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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- Select the type of Budgeting Sheet: Budget or Anticipated Revenue.
- A predefined set of properties are displayed. From there, you can add or remove the properties you would like included on the spreadsheet.
- Click on 'Configure Filters' tab if you would like to filter data being extracted.
- To save the spreadsheet, enter a name under 'Sheet Name'. Click on
to save your budgeting sheet to the scenario. A 'Confirm Sheet Creation' box will appear. Click on 
to add the new spreadsheet to your existing scenario.
4. The new budgeting sheet will be displayed under the Budgeting Sheets table. Click on 
to save the changes made to the scenario.
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Entering Proposed Amounts
You have two options on how to enter proposed amounts:
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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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NOTE: Promoting a scenario will replace any existing proposed amounts for the fiscal year in the proposed amounts grid for both expenditure and revenue accounts.
Once the amounts have been promoted, they will be available to view under the Proposed Amounts option under Budgeting.
Note Please keep in mind the Proposed Budgets grid may contain multiple years proposed amount figures. Please ensure the correct fiscal year is selected in order to review the proposed amounts for that year.
Click on Proposed Amounts for more information about the 'Proposed Amounts' option under the Budgeting menu.
Delete a Scenario
- Search desired scenario to delete.
- Click on
to delete the scenario. Click on 'delete' to confirm deletion.
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