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, a scenario can be "promoted" to the proposed amounts on the budget and revenue 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 can then be extracted into an outside spreadsheet for editing.
   1. Enter the Type of Budgeting Sheet: Budget or Anticipated Revenue.
   2. A predefined set of properties are displayed.  From there you can add or remove the properties you would like included on the spreadsheet.  Click on 'Configure Filters' tab if you would like to filter data being extracted.
   3. To save the spreadsheet, enter a name under 'Sheet Name'.  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.

View a Scenario

1. Click on  to view the scenario.
2. If you would like to download a budgeting sheet in order to edit it via EXCEL,  click on .

Edit a Scenario

1. Click on  to edit the scenario in order to
   
   
   1. import budgeting sheets 
   2. download 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.

Promote a Scenario

1. Click on  to promote all spreadsheets in the scenario to a proposed amounts.  Once the amounts have been promoted, they will be available to view under the Proposed Amounts option under Budgeting.
2.