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| Info |
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For further information on the Budgeting process, please refer to the Scenarios and Proposed Amounts sections of the Budgeting chapter in the USAS-R manual. |
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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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- From the Scenario's Grid, click on Edit.
- Click on Upload.
- Enter a 'Sheet Name' and optional 'Description'
- Click on 'Choose File' and select the outside spreadsheet you want to upload
- NOTE: The outside spreadsheet must contain account code dimensions in separate columns with the proper column headers. You may also include the adjusted amounts. column headers that match the standard Budgeting Sheet headers as well as the Proposed Amounts header PA-YYYY (where YYYY is the fiscal year).
- The following rpd-json files may be downloaded and imported into the Redesign. They are similar to the SSDT Budget Expense and Revenue Expense template report definitions but have been formatted to include the proper columns headers in a spreadsheet format.
- NOTE: When entering adjusted amounts, you must change the 'Next Year Proposed' column to 'PA-XXXX' (XXXX=desired fiscal year) in order for the spreadsheet to upload properly into the the budget scenario.
- For examples of the proper headers see the Upload spreadsheet for a Scenario section.
- Click on 'Start Upload' to upload the spreadsheet. Once complete, an informational box appears stating budgeting sheet was uploaded successfully.
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