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. At this point, you can either save the scenario by clicking on  and create budgeting spreadsheets at a later time; or continue on by creating budgeting spreadsheets for this scenario using the  option.

Creating spreadsheets for a Scenario

When editing a scenario, click on  at the bottom of the screen to create a budgeting sheet for the scenario.

1. Select 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.  
   
   
   
3. Click on 'Configure Filters' tab if you would like to filter data being extracted.
     
   
   
4. To save the spreadsheet, enter a name under 'Sheet Name'.  Click on to save your budgeting sheet to the scenario.  A 'Confirm Sheet Creation' box will appear.  Click on  to add the new spreadsheet to your existing scenario.
   

4. The new budgeting sheet will be displayed under the Budgeting Sheets table.  Click on  to save the changes made to the scenario.

Download Scenario Spreadsheets to Excel

1. Click on  to view the scenario.
2. Click on    to download a specific spreadsheet in the scenario to your computer. Save the spreaadsheet and open it in EXCEL.
3. Enter in your proposed amounts.  For this example, the NYP-2018 is used to enter next year proposed amounts for FY2018. You can enter each NYP amount manually or, in my example below, use a calculated formula (highlighted in yellow), to mass-calculate a percentage.  
4. Once completed, save the change to the Excel spreadsheet.
   
     

Upload and Replace a Scenario spreadsheet

1. Click on  to edit the Scenario you want to upload the spreadsheet into.
2. Click on to upload and replace the existing budgeting spreadsheet. A confirmation box is displayed stating it will overwrite the existing spreaadsheet.
   
   
   
3. A 'Budgeting Scenario' box will then be displayed.  Click on  to upload the saved spreadsheet on your computer.
   
   
4.  Next, click on .  The existing budgeting sheet has now been updated.
5. Click on to save the changes to your scenario.

Promote a Scenario

1. Click on  to promote all spreadsheets in the scenario to proposed amounts.   A 'Confirm Promote' box will appear warning that if any existing proposed amounts exist, they will be replaced with the new figures. Click on .
   

   

2. Once the amounts have been promoted, they will be available to view under the Proposed Amounts option under Budgeting.  Click on Proposed Amounts for more information about the 'Proposed Amounts' option under the Budgeting menu.

Delete a Scenario

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