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• 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.

Scenarios

• Click on Budgeting/Scenario/Create to create a Scenario
• Enter Name & Description 

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• Click onto 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 upload/replace the spreadsheet back into the scenario
• Click on  to delete an existing spreadsheet you no longer want.

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• Click on 'Start Upload' to upload the spreadsheet.  Once complete, an informational box appears stating budgeting sheet was uploaded successfully.

Promote a Scenario

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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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Proposed Amounts

Contains separate tabs for existing 'Proposed Budgets' and 'Proposed Anticipated Revenues' amounts in a grid format based on the fiscal year selected.  Users can:

• Create a proposed amount in order to add it to the existing grid
  • Enter or search for an account
  • Enter a fiscal year
  • Enter an a proposed amount
  • Click on 'Save'
• View a proposed amount
  • From the grid, search the desired account and click on  to view the details of the proposed amount.
• Edit a proposed amount
  • From the grid, search the desired account and click on to edit the fiscal year or proposed amount.
• 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 to mass delete all checked accounts.

Applying Proposed Amounts

Once all of the proposed amounts have been entered for a fiscal year, click 'Apply' to apply them as initial budget and initial revenue figures. NOTE:

Choose from the following Transaction Types:

• If 'Temporary' is selected, checkmarking 'full year' implies the temporary initial budgets hold true for the entire year.
  • If 'Temporary' is selected and 'full year' is not checkmarked, this implies the temporary initial budgets could change during the fiscal year (i.e. Levy passes/fails)
• If 'Permanent' is selected, 'full year' is checkmarked automatically and cannot be unchecked.  This implied these are permanent initial budgets.
• If 'Adjustment' is selected, it adjusts the existing budget amounts via additions/deductions.   The initial figures are not touched.  The 'Update the GAAP Original Estimate' amounts box defaults to being checked but you have the option to uncheck it.

Effective Date: automatically defaults to the first day of the fiscal year selected when selecting temporary or permanent transaction types.  When selecting Adjustment transactions type,  you have the option of entering an effective date.  The adjustment will not become effective until you are in that processing period.

Click on 'Apply' to proceed with applying the proposed figures as the initial budget/revenue estimates.