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- Click on Budgeting/Scenario/Create to create a Scenario
- Enter Name & Description
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- Description, and the Fiscal Year you are budgeting for
- Click Save to save the Scenario or continue on to create or upload sheets. Remember to ‘Save’ the scenario when finished
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Once a spreadsheet is created in the scenario, it is displayed on the Budgeting Sheets grid. You can then access the spreadsheet using one or more of the following options in order to add proposed amounts:
- Click on
to edit an existing spreadsheet (must use the existing PA-XXXX column to enter your proposed amounts)- you can add (insert) or delete rows in your spreadsheet
- You can use formulas to enter your proposed amounts
- Click on
to regenerate the sheet. You may make changes to your selected properties, filters etc. if desired. You will then save the sheet, overriding the previous sheet values and accounts. - If you prefer to enter proposed amounts and/or make changes to your spreadsheet via Excel, click on
to download the spreadsheet into Excel. Once the spreadsheet is completed and saved, click on 
to upload/replace the spreadsheet back into the scenario - Click on
to delete an existing spreadsheet you no longer want.
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- Create a proposed amount in order to add it to the existing grid
- Enter or search for an account
- Enter a fiscal year
- Enter a proposed amount
- Click on 'Save'
- View a proposed amount
- From the grid, search the desired account and click on
to 
to view the details of the proposed amount.
- From the grid, search the desired account and click on
- Edit a proposed amount
- From the grid, search the desired account and click on
to edit the fiscal year or proposed amount.
- From the grid, search the desired account and click on
- Delete a proposed amount
- Per account: From the grid, search the desired account and click on
to delete the proposed amount for that account. Click on 'delete' to confirm deletion. - Mass Delete: From the grid, click on the checkbox for the proposed amounts you want to delete and click on the
button 
button to mass delete all checked accounts.
- Per account: From the grid, search the desired account and click on
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| Note |
|---|
| You cannot choose specific accounts to apply amounts to. It will apply the amounts to all accounts on your proposed amounts grid. |
Choose from the following Transaction Types:
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