Scenarios

The Budgeting module may store multiple scenarios.  Generally, a single scenario will be sufficient.  However, special circumstances may require multiple scenarios based on different assumptions.  For example, you may wish to create a scenario for "Assuming Levy Passes" and another "Assuming Levy Fails".   

Each scenario consists of one or more budgeting Excel spreadsheets.   A district may choose to use a single spreadsheet containing all accounts, or create a separate sheets for different management areas.  For example, you might create a sheet for the high school, each elementary building and athletics.  Each principal or supervisor could work on their own portion of the budget.  Once the budgets are completed they can be loaded back into the system. 

Once a scenario is completed and approved, only one scenario can be "promoted" to the "Next Year Proposed Amounts" on the budget accounts.

Create a Scenario

1. From the menu, select 'Budgeting' and click on 'Scenarios'. This will display the existing scenarios on the grid.  
2. To create a scenario, click on
   1. Enter a name for the scenario.  
   2. Enter a description of the scenario.
      1. NOTE: There is no limit to the number of characters, numbers or spaces you want to use in the name.
3. Click on  to create a budgeting sheet which will then extract existing budget or revenue data into an outside spreadsheet for editing.
   1. Enter the Type of Budgeting Sheet: Budget or Anticipated Revenue.
   2. Enter the budget details.  A Name for the budgeting sheet is required under 'Sheet Name'. The default spreadsheet fields are noted on the display.  Click on to save your budgeting sheet to the scenario,
   
   

4. Click on  to add the scenario to the grid, click on CANCEL to not post the scenario and return to the grid.

Promote a Scenario

1. Click on to promote the entries in the scenario to a proposed amount.

View a Scenario

1. Click on to view a scenario.

Edit a Scenario

1. Next, click on  to edit the scenario in order to
   
   
   1. import budgeting sheets 
   2. extract budgeting sheets
      1. Depending on your browser's settings, save or open the extracted data.  (Most will default to open in EXCEL).
      2. Enter the proposed amounts and save the spreadsheet
   3. delete budgeting sheets

Delete a Scenario

1. Search desired scenario to delete.
2. Click on  to delete the scenario.  Click on 'delete' to confirm deletion.