The Budgeting Process contains two programs:
- Scenarios: Allows for the creation of a budget scenario via spreadsheets which are then promoted to proposed amounts.
- Proposed Amounts: Once promoted, the amounts are stored in the proposed amounts grid to allow for changes. Once ready, they will be applied as initial budget and revenue estimates.
Scenarios
- Click on Budgeting → Scenario →
to create a Scenario - Enter Name → Description →
to create a spreadsheet within the scenario; or
to upload an outside spreadsheet into the Scenario
You may click 
to save what has been entered so far in the Scenario. You may edit your scenario as many times as you need to in order to add additional spreadsheets or make changes to existing spreadsheets.
Create New Budgeting Sheet within the scenario
- Select Type (Budget or Revenue)
- Add or Remove Properties to your spreadsheet.
- Configure Filters (i.e only want high school accounts)
- Enter a 'Sheet Name'
- Click on
to save your spreadsheet. A 'Confirmation Sheet Creation' box appears. Click on to create the spreadsheet. An informational box will appear with budget sheet creation is successful.
Budgeting Sheets Grid
- Click on
to edit an existing spreadsheet in order to enter proposed amounts - If you prefer to enter proposed amounts and/or make changes to your spreadsheet in Excel, click on
to download the spreadsheet into Excel. When finished, click on 
to import the spreadsheet back into the Budgeting sheets grid - Click on
to delete an existing spreadsheet you no longer want.
Once a scenario is completed and approved, a scenario can be "promoted" to the proposed amounts on the budget and revenue accounts.
Please note that once a scenario is promoted, any successive scenario that is promoted will overwrite a prior scenario's amounts. For example, you create a scenario for HS budget amounts and promote it. You then promote another scenario containing Elementary Budget amounts. The HS budget amounts will be removed and the elementary budget amounts will be uploaded. So instead of creating separate scenarios, we recommend creating separate spreadsheets within the same scenario.