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.

Warning

Please note that once a scenario is promoted for a fiscal year, any successive scenario related to the same fiscal year that is promoted will overwrite the prior scenario's amounts. When a Scenario is promoted it deletes out anything in the Budgeting/Proposed Amounts grid for the same fiscal year and then uploads the new accounts/figures from the Scenarios Budgeting Sheets that was just promoted. So instead of creating separate scenarios, we recommend creating separate spreadsheets within the same scenario.

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 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.