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Budgeting Changes

Temporaries completed?   But I now need to make changes and/or make my temporary amounts permanent figures.  What are my options?

• Option #1: If you still have all of your temporary amounts stored in the proposed amounts grids for both Budget & Anticipated Revenue, you can update just the accounts you want to change and apply as Permanent.  This will overwrite the existing initial figure with the newly applied figure.
  • For example, account #1 initial budget temporary amount is $5000.  Account #2 initial budget temporary amount is $6000.  I want to change account #2's amount to $7000.  Both of these accounts are still in my proposed amounts grid.  In the proposed amounts grid, modify the amount in account #2 and apply all accounts in the proposed amounts grid as permanent.  End result: Account #1 initial budget amount is still $5000 (overwritten with the same figure) but is now marked as permanent (behind the scenes).  Account #2 initial budget now displays $7000... the newly applied figure overwrote the existing amount and is now flagged as permanent (behind the scenes).  
• Option #2: If you still have all of your temporary amounts stored in the proposed amounts grid for both budget and anticipated revenue, apply them again but this time select permanent.  The initial budget figures will be overwritten with the same amount still have all amounts in the proposed amounts grids for both Budget & Anticipated Revenue and applied the amounts as “Permanent” the first time around, you can update just the accounts you want changed and apply again as Permanent.  This will overwrite the existing initial figure with the newly applied figure.
• If only certain account amounts need changed, delete all and/or only include (or promote) the accounts you need into the Proposed Amount grid and apply as permanent.  By removing accounts in the proposed amount grid you have already applied permanent figures to, when you re-apply, those initial amounts will not be overwritten.

Scenario #5: If the districts leaves their proposed amounts as temporary and does not make them permanent will that hurt anything?

Scenario #1:  I have a handful of accounts/amounts to change.

In this situation, a benefit of having your temporary amounts stored in the proposed amounts grid is the ability to edit the amounts manually and apply the updated grid as permanents.

Scenario #2: I have changes to make to all of my general fund temporaries.  I don't want to edit them manually via the proposed amounts grid.  Any better options?  

Absolutely!  Use the scenario created for your temporaries to make changes.  You can either edit the spreadsheet within the scenario or download the scenario to Excel, make the changes to the proposed amount and load back in.  Promote your newly updated amounts.  This will replace whatever accounts/amounts are currently in the proposed amount grid.  Next, apply your changes using the permanent option.

Scenario #4:  I applied my temporaries last year.  Now I would like to apply my proposed amount as permanent.  However, I have been making Budgeting Adjustments against these accounts.  When I apply my permanents, will it override my budget adjustments?  Using the permanent type when apply proposed amounts does not affect the adjustments figured on the accounts.  It will overwrite the existing initial (temporary) figure with the permanent figure.