This is intended to be a general guide checklist for Budgeting in USAS-R.
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1. Scenario
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The steps in the Budgeting Process are:
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OR
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| title | Clone a Scenario |
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2. Budget Sheets
- a) Add Budgeting Sheets
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- b) Updating Budgeting sheets
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| Edit |
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| Regenerate |
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Promote Scenario
Apply proposed Amounts
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- Create a Scenario
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- Enter a Name
- Description
- Fiscal Year
- Add/Update Budgeting Spreadsheets
- Promote the Scenario
- Apply the proposed amounts.
The Budgeting Menu contains two programs:
- Scenarios: Allows for the creation of a budget scenario via spreadsheets which are then promoted to proposed amounts.
- Proposed Amounts: Displays budget and revenue amounts for a specified year in grid format. Proposed amounts are then applied to initial budget and revenue estimates as temporary or permanent appropriations or adjustments.
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- 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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- Find the Scenario you want to Clone on the Scenario Grid
- View the Scenario using
Click on
Info This will Clone the Scenario and all underlying Budgeting Sheets for that Scenario.
Create New Budgeting Spreadsheets within the scenario
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If this Scenario was created prior you will need to edit the scenario first before being able to create a new sheet or upload, upload/replace or regenerate an existing budget sheet. |
Click on 'Create' to create a spreadsheet within the budgeting scenario
- Select Type (Budget or Revenue)
- On the 'Properties' tab, add or remove properties you would like on your spreadsheet.
- Click on 'Configure Filters' to filter accounts you want included on the spreadsheet (i.e only want accounts with OPU = 200)
- You can save a query to be able to pull it up at a later date by giving it a name and clicking on 'save query'
- Enter a 'Sheet Name'
- Click on 'Save Sheet' to save your spreadsheet. A 'Confirmation Sheet Creation' box appears. Click on 'Create' to continue creating the spreadsheet. Once complete, an informational box appears stating the budgeting sheet created successfully.
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Budgeting Sheets Grid
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 make may changes to your selected properties, filters etc. Saving the sheet will override the previous sheet making any updates, pull in new accounts matching the filter and updating all the amounts to current figures. - 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 import upload/replace the spreadsheet back into the scenario - Click on
to delete an existing spreadsheet you no longer want.
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Make sure you Save the Scenario if you want to keep any Budgeting Sheet changes. If you do not Save the Scenario any Budgeting Sheet changes will be lost. |
Upload Budgeting Spreadsheets into the scenario
Use the Upload option to upload outside spreadsheets into your scenario. These spreadsheet may contain proposed amounts.
- Click UploadClick
- Enter a 'Sheet Name' and optional 'Description'
- Click on 'Choose File' and select the outside spreadsheet you want to uploadNOTE:
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The outside spreadsheet must contain account code dimensions in separate columns with the proper column headers. You may also include the proposed amounts. The following rpd-json files may be downloaded and imported into the Redesign. They are similar to the SSDT Budget Expense and Revenue Expense template report definitions but have been formatted to include the proper columns headers in a spreadsheet format.
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When entering proposed amounts, you must change the 'Next Year Proposed' column to 'PA-XXXX' (XXXX=desired fiscal year) in order for the spreadsheet to upload properly into the the budget scenario. |
- Click on 'Start Upload' to upload the spreadsheet. Once complete, an informational box appears stating budgeting sheet was uploaded successfully.
Promote a Scenario
Once a scenario is completed, it can be "promoted" to the proposed amounts field on the budget and revenue accounts. Promote includes all spreadsheets in the scenario. Once promoted, the accounts with associated amounts will appear in Budgeting/Proposed Amounts Grid as well as the Next Year Proposed Amount field under the accounts UI.
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