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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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Use the Upload option to upload outside spreadsheets into your scenario. These spreadsheet may contain proposed amounts.
- 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 proposed amounts. 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 proposed 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.
- Click on 'Start Upload' to upload the spreadsheet. Once complete, an informational box appears stating budgeting sheet was uploaded successfully.
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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 (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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Budget Transactions - Initial Estimates Report
The Public USAS Reports Library contains a report definition under the Budgeting section called 'Budget Transactions Initial Estimate'. This report definition is built so you can view changes made to initial estimates when applying proposed amounts for temporary (full year/not full year) and/or permanent transaction types. Adjustment type transactions are not included on this report. The 'Full Year' on the report indicates whether or not full year was checked when selecting Temporary transaction type and 'Replaced' indicates the temporary amounts were replaced with permanent amounts.
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