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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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- Click on
to view the Scenario that will be cloned. - Click
to clone the current Scenario.- Enter a name for the scenario.
- Enter a description of the scenario.
- NOTE: There is no limit to the number of characters, numbers or spaces you want to use in the name.
3. If When the cloned Scenario will be used for a different Fiscal Year than the original Scenario then the Scenario is cloned, ensure the field name for Proposed Amounts must be updated is updated to the correct fiscal year on the Budgeting Sheets.
a. Click on 
to edit a specific spreadsheet in the scenario.
b. Review/Change the column header for Proposed amounts to include the Fiscal Year of the new Scenario. This should be formatted as PA-YYYY (ex. PA-2021 for Fiscal Year 2021).
c. Click Accept to save the changes.
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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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Example Budget Spreadsheet with headers
Fund | Func | Object | SCC | Subject | OPU | IL | Job | PA-YYYY |
Example Revenue Spreadsheet with headers
Fund | Receipt | SCC | Subject | OPU | PA-YYYY |
Promote a Scenario
- Click on
to promote all spreadsheets in the scenario to proposed amounts. A 'Confirm Promote' box will appear warning that if any existing proposed amounts exist, they will be replaced with the new figures. Click on 
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